Defined Benefit (Pension) · DOL Form 5500 · 2024

Sgl Carbon, LLC Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
232
Participants Below avg headcount
86th
Percentile by assets National rank
$267,039
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sgl Group US Retirement Plan · Sponsored by Sgl Carbon, LLC · North Carolina · Manufacturing

$62M in assets, 232 participants

Sgl Carbon, LLC's Sgl Group US Retirement Plan reported $62M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,295 in Manufacturing (17,777 peers)

Coverage in North Carolina

Sgl Group US Retirement Plan covers 232 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $62M.

#14,295
in Manufacturing (17,777 peers)
-5.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sgl Group US Retirement Plan's outsized position by total assets

Sgl Group US Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$61,953,128 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sgl Group US Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sgl Group US Retirement Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sgl Group US Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Sgl Group US Retirement Plan reported participants fell from 245 in the plan year 2023 filing to 232 in the plan year 2024 filing.
  • Sgl Group US Retirement Plan end-of-year assets fell from $65M in the plan year 2023 filing to $62M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 130796973 · Sgl Carbon, LLC PY 2024 · Defined Benefit (Pension)

Sgl Group US Retirement Plan · $62M · 232 · 86th

  • IND $62M
  • EOY 232
  • 5500 86th
  • ASSETS Defined Benefit (Pension)
  • PCT near Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit
  • EIN ind #14295

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in North Carolina →

Sgl Group US Retirement Plan in the asset neighbourhood

Local 854 Pension Fund$62MCopeland Corporation Retirement Income Plan for Employees in Collective Bargaining UnitCopeland Corporation Retirem…$62MSgl Group US Retirement Plan$62MAgfa Corporation Pension Plan$62MMeda and Emd Consolidated Pension PlanMeda and Emd Consolidated Pe…$62M
End-of-year total assets ($M) among Sgl Group US Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$62M
Net Income-$3M
Employer EIN130796973
Plan Effective Date1984-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Sgl Carbon, LLC)

Sponsor-wide plan assets over time

All Sgl Carbon, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$175M 8.320355050956412% vs 2022
2024 filing year
$160M$165M$170M$175M$180M 202220232024 $161M $175M ▲ +8.3%
Year Plans Participants Total Assets
2022 2 1,000 $161M
2023 2 1,013 $171M
2024 2 1,023 $175M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sgl Group US Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Sgl Group US Retirement Plan, Total assets ($B): 0.061953128 · Participants: 232Sgl Group US Retirement PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
Sgl Group US Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Sgl Group US Retirement Plan side-by-side with 3 peers →

Sgl Group US Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit in OH ($62M); by covered participants it is Retirement Plan for Employees of Reckitt Benckiser LLC in NJ (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sgl Group US Retirement Plan assets move in 2024? ▼
Sgl Group US Retirement Plan pulled back noticeably - down 5.2% during 2024, from $65M to $62M. Reported net income was -$3M.
How have Sgl Carbon, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sgl Carbon, LLC's sponsor-wide assets grew 8.3%, from $161M to $175M.
Where does Sgl Group US Retirement Plan rank by assets among Form 5500 filers? ▼
Sgl Group US Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sgl Group US Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit in OH ($62M, 366 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sgl Group US Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Reckitt Benckiser LLC in NJ (232 participants, $251M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 130796973.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.