401(k) · DOL Form 5500 · 2024

Oerlikon USA Holding, Inc. 401(k) Plan

Data updated 2026-08-25

$220M
Total assets Near avg plan size
1,230
Participants Near avg headcount
95th
Percentile by assets National rank
$178,652
Avg per participant Above avg balance/head
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Official DOL plan name: Oerlikon USA 401(k) Plan · Sponsored by Oerlikon USA Holding, Inc. · New York · Manufacturing

$220M in assets, 1,230 participants

Oerlikon USA Holding, Inc.'s Oerlikon USA 401(k) Plan reported $220M in total assets and 1,230 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,312 in Manufacturing (17,777 peers)

Where Oerlikon USA 401(k) Plan sits by assets

Oerlikon USA 401(k) Plan sits in the top 5% of all filed plans by assets, $220M for 1,230 participants (~$178,652/participant), up 14.9% in 2024.

#16,312
in Manufacturing (17,777 peers)
+14.9%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Oerlikon USA 401(k) Plan's outsized position by total assets

Oerlikon USA 401(k) Plan vs every filed plan by assets

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

$219,741,775 Top 5% higher than 95% 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

Oerlikon USA 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oerlikon USA 401(k) Plan lands in the large band (1,230 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oerlikon USA 401(k) Plan end-of-year assets rose from $191M in the plan year 2023 filing to $220M in the plan year 2024 filing.
  • Oerlikon USA 401(k) Plan reported net income fell from $32M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Oerlikon USA 401(k) Plan reported participants fell from 1,270 in the plan year 2023 filing to 1,230 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952549713 · Oerlikon USA Holding, Inc. PY 2024 · 401(k)

Oerlikon USA 401(k) Plan · $220M · 1,230 · 95th

  • BOY $220M
  • BOY 1,230
  • BOY 95th
  • BOY 401(k)
  • BOY near Ancestry Retirement Savings and Investment Plan
  • BOY ind #16312

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 New York →

Oerlikon USA 401(k) Plan in the asset neighbourhood

Ancestry Retirement Savings and Investment PlanAncestry Retirement Savings …$220MOerlikon USA 401(k) Plan$220MPepsi Bottling Ventures 401(k) PlanPepsi Bottling Ventures 401(…$220MKpff, Inc. 401(k) Plan$220MPsc Group 401(k) Plan$220M
End-of-year total assets ($M) among Oerlikon USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$191M
Net Assets (End of Year)$220M
Net Income$28M
Employer EIN952549713
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oerlikon USA Holding, Inc.)

Sponsor-wide plan assets over time

All Oerlikon USA Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 22.75659867423017% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $192M $236M ▲ +22.8%
Year Plans Participants Total Assets
2022 2 661 $192M
2023 2 1,270 $225M
2024 2 1,230 $236M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oerlikon USA 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Oerlikon USA 401(k) Plan, Total assets ($B): 0.219741775 · Participants: 1230Oerlikon USA 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Oerlikon USA 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Oerlikon USA 401(k) Plan side-by-side with 3 peers →

Oerlikon USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ancestry Retirement Savings and Investment Plan in UT ($220M); by covered participants it is Q-Centrix LLC 401(k) Profit Sharing Plan and Trust in IL (1,230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($220M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,230 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 Oerlikon USA 401(k) Plan assets move in 2024? ▼
Oerlikon USA 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $191M to $220M. Reported net income was $28M.
How have Oerlikon USA Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oerlikon USA Holding, Inc.'s sponsor-wide assets grew 22.8%, from $192M to $236M.
Where does Oerlikon USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Oerlikon USA 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Oerlikon USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ancestry Retirement Savings and Investment Plan in UT ($220M, 1,222 participants).
Which 401(k) plans cover a similar participant headcount to Oerlikon USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Q-Centrix LLC 401(k) Profit Sharing Plan and Trust in IL (1,230 participants, $39M 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 952549713.

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.