Defined Benefit (Pension) · DOL Form 5500 · 2024

Optimus Steel, LLC Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
45
Participants Small participant base
59th
Percentile by assets National rank
$260,510
Avg per participant Above avg balance/head
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Official DOL plan name: Optimus Steel Pension Plan · Sponsored by Optimus Steel, LLC · Texas · Manufacturing

$12M in assets, 45 participants

Optimus Steel, LLC's Optimus Steel Pension Plan reported $12M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,140 in Manufacturing (17,777 peers)

Optimus Steel, LLC multi-year trail

Optimus Steel, LLC's plans moved +35.0% in assets from 2022 to 2024; this filing shows Optimus Steel Pension Plan at $12M / 45 participants.

#8,140
in Manufacturing (17,777 peers)
+9.4%
assets growth YoY

Optimus Steel Pension Plan's mid-pack asset rank among Manufacturing and all filers

Optimus Steel Pension Plan vs every filed plan by assets

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

$11,722,946 Top 41% higher than 59% 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

Optimus Steel Pension 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. Optimus Steel Pension Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Optimus Steel Pension Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Optimus Steel Pension Plan reported participants fell from 53 in the plan year 2023 filing to 45 in the plan year 2024 filing.
  • Optimus Steel Pension Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 824229324 · Optimus Steel, LLC PY 2024 · Defined Benefit (Pension)

Optimus Steel Pension Plan · $12M · 45 · 59th

  • PHOTO $12M
  • PHOTO 45
  • PHOTO 59th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near First Citizens Community Bank Account Balance Pension Plan
  • PHOTO ind #8140

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 Texas →

Optimus Steel Pension Plan in the asset neighbourhood

Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.Retirement Plan for Hourly a…$12MFirst Citizens Community Bank Account Balance Pension PlanFirst Citizens Community Ban…$12MOptimus Steel Pension Plan$12MJalaamba Corporation Defined Benefit Pension PlanJalaamba Corporation Defined…$12MNational 4-H Council Employees Retirement PlanNational 4-H Council Employe…$12M
End-of-year total assets ($M) among Optimus Steel Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Optimus Steel, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Optimus Steel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 35.0264423104943% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $18.9M $25.5M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 324 $19M
2023 2 298 $23M
2024 2 299 $25M

Optimus Steel, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN824229324
Plan Effective Date2018-03-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Optimus Steel Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Optimus Steel Pension Plan, Total assets ($B): 0.011722946 · Participants: 45Optimus Steel Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Optimus Steel Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Optimus Steel Pension Plan side-by-side with 3 peers →

Optimus Steel Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is First Citizens Community Bank Account Balance Pension Plan in PA ($12M); by covered participants it is Employee Benefits Plan of Cp Rochester in NY (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Optimus Steel Pension Plan assets move in 2024? ▼
Optimus Steel Pension Plan grew at a solid clip - up 9.4% during 2024, from $11M to $12M. Reported net income was $1M.
How have Optimus Steel, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optimus Steel, LLC's sponsor-wide assets grew 35.0%, from $19M to $25M.
Which Defined Benefit (Pension) plans are similar in size to Optimus Steel Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First Citizens Community Bank Account Balance Pension Plan in PA ($12M, 51 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Optimus Steel Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employee Benefits Plan of Cp Rochester in NY (45 participants, N/A 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 824229324.

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.