My Plan Facts

Employers › Ohio

Employer · plans filed under one EIN

Billerud Americas Corp.

Miamisburg, OH · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.01Bnet assets across plans
5,688participant records2,171 active
$13.3Memployer contributions, latest plan years$6,134 per active record
$2.3MSchedule C compensation to organisations$409.89 per participant record

3 retirement plans with 100 or more participants file Form 5500 under Billerud Americas Corp.'s employer identification number (Miamisburg, Ohio). Their latest filings total 5,688 participant records and $1.01B in net assets.

The largest is Billerud Americas Corporation Employee Pension Plan, a cash balance pension plan with 2,739 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $13.3M and participant contributions $18.3M in the latest plan years; benefits paid were $657M. Schedule C compensation reported to service provider organisations totalled $2.3M.

Combined net assets moved from $184M in 2012 to $1.01B in 2024 (up 448%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Billerud Americas Corporation Employee Pension Plancash balance pension plan20242,739$336M$122,643—$1.3M
Billerud Americas Corporation Retirement Savings Plan for Bargained Employees401(k) plan20241,630$315M$193,262$7,724$539K
Billerud Americas Corporation Retirement Savings Plan for Non Union Employees401(k) plan20241,319$360M$273,104$8,510$530K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2012: $184M2013: $227M2014: $242M2015: $233M2016: $210M2017: $1.82B2018: $2.05B2019: $2.16B2020: $1.95B2021: $1.96B2022: $1.41B2023: $1.50B2024: $1.01B$184M$2.16B$1.01B2012201620202024
Combined net assets
2012: 2,1082013: 1,9222014: 1,9232015: 1,8932016: 1,5962017: 15,4292018: 20,5132019: 16,3032020: 14,1072021: 13,5682022: 9,8782023: 9,1752024: 5,6882,10820,5135,6882012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202435,688$1.01B$13.3M$18.3M
202339,175$1.50B$14.3M$18.3M
202239,878$1.41B$37.7M$17.3M
2021313,568$1.96B$35.0M$17.5M
2020314,107$1.95B$56.2M$27.0M
2019316,303$2.16B$78.1M$37.1M
2018320,513$2.05B$56.8M$38.1M
2017315,429$1.82B$56.5M$39.6M
201611,596$210M$13.6M$9.7M
201511,893$233M$9.3M$11.9M
201411,923$242M$9.8M$12.8M
201311,922$227M$10.0M$12.8M
201212,108$184M$12.8M$13.3M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Transamerica Retirement SolutionsActuarial; Claims processing; Recordkeeping and information management; Investment management3$1,105,751
Willis Towers Watson US LLCActuarial; Consulting (pension)1$536,475
Stephens Capital ManagementInvestment advisory (plan)3$516,108
D & G Advisory Group LLCSecurities brokerage2$155,128
Carlson Capital Management LLCSecurities brokerage1$8,483
Fisher InvestmentsSecurities brokerage1$7,961
Charles Schwab & Co., Inc.Securities brokerage2$1,521
National Financial ServicesSecurities brokerage2$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Transamerica Retirement Solutions$1.1M
Willis Towers Watson US LLC$536K
Stephens Capital Management$516K
D & G Advisory Group LLC$155K
Carlson Capital Management LLC$8,483
Fisher Investments$7,961
Charles Schwab & Co., Inc.$1,521
National Financial Services$0

Questions and answers

How many retirement plans does Billerud Americas Corp. have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Billerud Americas Corporation Employee Pension Plan, Billerud Americas Corporation Retirement Savings Plan for Bargained Employees and Billerud Americas Corporation Retirement Savings Plan for Non Union Employees. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Billerud Americas Corp. contribute to its plans?

$13,317,307 in employer contributions across these plans in their latest plan years, about $6,134 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Transamerica Retirement Solutions, Willis Towers Watson US LLC, Stephens Capital Management and D & G Advisory Group LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.