Defined Benefit (Pension) · DOL Form 5500 · 2024
Essentra Holdings Corporation Pension Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 11
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $3.9M
- Avg per participant High balance/head
Official DOL plan name: Essentra USA Retirement Plan · Sponsored by Essentra Holdings Corporation · Illinois · Manufacturing
$43M in assets, 11 participants
Essentra Holdings Corporation's Essentra USA Retirement Plan reported $43M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #13,353 in Manufacturing (17,777 peers)
Where Essentra USA Retirement Plan sits by assets
Essentra USA Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 11 participants (~$3.9M/participant), up 1.6% in 2024.
- #13,353
- in Manufacturing (17,777 peers)
- +1.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Essentra USA Retirement Plan's outsized position by total assets
Essentra USA Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,871,311 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Essentra USA Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essentra USA Retirement Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Essentra USA Retirement Plan reported net income rose from -$200K in the plan year 2023 filing to $718K in the plan year 2024 filing.
- Essentra USA Retirement Plan reported participants fell from 13 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Essentra USA Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $43M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 541863320 · Essentra Holdings Corporation PY 2024 · Defined Benefit (Pension)
Essentra USA Retirement Plan · $43M · 11 · 82nd
- BOOK $43M
- VS-ST 11
- BOY 82nd
- SCH Defined Benefit (Pension)
- EBSA near Oregon District Foundry Pension Plan
- PART ind #13353
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 Illinois →
Essentra USA Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $718K |
| Employer EIN | 541863320 |
| Plan Effective Date | 2005-06-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essentra Holdings Corporation)
Sponsor-wide plan assets over time
All Essentra Holdings Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $182M 1.0202293438219414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,415 | $180M |
| 2023 | 3 | 755 | $181M |
| 2024 | 3 | 683 | $182M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Essentra USA Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Oregon District Foundry Pension Plan in OR ($43M); by covered participants it is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Dougherty Dental Corporation Defined Benefit Pension Plan (CA) 11 · 0 off
- Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan (CA) 11 · 0 off
- The Shoulder Clinic of Idaho, PLLC Cash Balance Plan (ID) 11 · 0 off
- Altura Communication Solutions Pension Plan for Certain Union Represented Employees (OK) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.