Defined Benefit (Pension) · DOL Form 5500 · 2024

Oberg Industries, LLC Pension Plan

Data updated 2026-08-25

$853K
Total assets Small plan by assets
125
Participants Small participant base
22nd
Percentile by assets National rank
$6,824
Avg per participant Low balance/head
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Official DOL plan name: The Oberg Industries, Inc. Defined Benefit Pension Plan · Sponsored by Oberg Industries, LLC · Pennsylvania · Manufacturing

$853K in assets, 125 participants

Oberg Industries, LLC's The Oberg Industries, Inc. Defined Benefit Pension Plan reported $853K in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,578 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

The Oberg Industries, Inc. Defined Benefit Pension Plan covers 125 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $853K.

#1,578
in Manufacturing (17,777 peers)
-92.9%
assets change YoY

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Oberg Industries, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

The Oberg Industries, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$853,037 22nd percentile higher than 22% 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

The Oberg Industries, Inc. Defined Benefit Pension 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. The Oberg Industries, Inc. Defined Benefit Pension Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Oberg Industries, Inc. Defined Benefit Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
  • The Oberg Industries, Inc. Defined Benefit Pension Plan end-of-year assets fell from $12M in the plan year 2023 filing to $853K in the plan year 2024 filing.
  • The Oberg Industries, Inc. Defined Benefit Pension Plan reported participants fell from 132 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 832134609 · Oberg Industries, LLC PY 2024 · Defined Benefit (Pension)

The Oberg Industries, Inc. Defined Benefit Pension Plan · $853K · 125 · 22nd

  • VS-ST $853K
  • BOY 125
  • SCH 22nd
  • EBSA Defined Benefit (Pension)
  • PART near Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust
  • TYPE ind #1578

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 Pennsylvania →

The Oberg Industries, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Ivy League Financial Advisors, LLC Cash Balance PlanIvy League Financial Advisor…$856KThe Oberg Industries, Inc. Defined Benefit Pension PlanThe Oberg Industries, Inc. D…$853KAlfred H. Chan M.D., P.C. Defined Benefit Pension Plan & TrustAlfred H. Chan M.D., P.C. De…$854KSouthland Steel Fabricators, Inc. Defined Benefit Plan and TrustSouthland Steel Fabricators,…$848KThe Davisboyz Inc. Cash Balance PlanThe Davisboyz Inc. Cash Bala…$847K
End-of-year total assets ($M) among The Oberg Industries, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$826K
Net Income-$11M
Employer EIN832134609
Plan Effective Date1959-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oberg Industries, LLC)

Sponsor-wide plan assets over time

All Oberg Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$117M 14.145207991089828% vs 2022
2024 filing year
$100M$105M$110M$115M$120M 202220232024 $103M $117M ▲ +14.1%
Year Plans Participants Total Assets
2022 2 836 $103M
2023 2 844 $114M
2024 2 841 $117M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

The Oberg Industries, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Oberg Industries, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.000853037 · Participants: 125The Oberg Industries, Inc. Defined Benefit Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
The Oberg Industries, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare The Oberg Industries, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

The Oberg Industries, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust in WA ($854K); by covered participants it is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 The Oberg Industries, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
The Oberg Industries, Inc. Defined Benefit Pension Plan contracted severely - down 92.9% during 2024, from $12M to $853K. Reported net income was -$11M.
How have Oberg Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oberg Industries, LLC's sponsor-wide assets grew 14.1%, from $103M to $117M.
Where does The Oberg Industries, Inc. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
The Oberg Industries, Inc. Defined Benefit Pension Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to The Oberg Industries, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust in WA ($854K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Oberg Industries, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants, $101M 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 832134609.

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.