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Employer · plans filed under one EIN

Metallus Inc.

Canton, 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.

$746Mnet assets across plans
4,570participant records2,969 active
$65.6Memployer contributions, latest plan years$22,086 per active record
$1.7MSchedule C compensation to organisations$380.36 per participant record

3 retirement plans with 100 or more participants file Form 5500 under Metallus Inc.'s employer identification number (Canton, Ohio). Their latest filings total 4,570 participant records and $746M in net assets.

The largest is Metallus Inc. Bargaining Unit Pension Plan, a defined benefit pension plan with 2,177 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 $65.6M and participant contributions $11.7M in the latest plan years; benefits paid were $72.2M. Schedule C compensation reported to service provider organisations totalled $1.7M.

Combined net assets moved from $1.28B in 2014 to $746M in 2024 (down 42%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Metallus Inc. Bargaining Unit Pension Plandefined benefit pension plan20242,177$387M$177,807$59,244$1.7M
Metallus Inc. Voluntary Investment Pension PlanESOP with a 401(k) feature20241,456$141M$96,673$790$17K
Metallus Inc. Savings and Investment Pension PlanESOP with a 401(k) feature2024937$219M$233,234$4,485$47K
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

2014: $1.28B2015: $1.16B2016: $1.20B2017: $1.28B2018: $1.14B2019: $1.25B2020: $1.30B2021: $1.30B2022: $671M2023: $695M2024: $746M$1.28B$1.30B$746M2014201620202024
Combined net assets
2014: 8,1252015: 7,9132016: 7,6652017: 7,6752018: 7,8692019: 7,7552020: 7,1592021: 6,8762022: 4,6572023: 4,5522024: 4,5708,1254,5702014201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202434,570$746M$65.6M$11.7M
202334,552$695M$28.3M$10.7M
202234,657$671M$3.2M$11.1M
202136,876$1.30B$2.6M$11.3M
202037,159$1.30B$3.0M$9.9M
201937,755$1.25B$6.7M$14.1M
201837,869$1.14B$6.3M$14.7M
201737,675$1.28B$5.2M$13.3M
201637,665$1.20B$5.0M$11.2M
201537,913$1.16B$5.8M$13.5M
201438,125$1.28B$2.6M$6.5M

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
USI Consulting GroupConsulting (pension)1$506,341
Goldman Sachs Trust Company, N.A.Investment management1$401,567
Northern Trust CompanyTrustee (bank, trust company, or similar financial institution)1$236,955
Jones Day Reavis & PogueLegal1$213,928
Willis Tower Watson US LLCActuarial1$148,293
Pacific Investment Management Co.Investment management1$118,381
Merrill Lynch, Pierce, Fenner and SRecordkeeping and information management2$64,732
Meaden & Moore, Ltd.Accounting (including auditing)1$23,777
River & Mercantile LLCConsulting (general)1$13,813
State Street Research & ManagementInvestment management1$10,464

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

USI Consulting Group$506K
Goldman Sachs Trust Company, N.A.$402K
Northern Trust Company$237K
Jones Day Reavis & Pogue$214K
Willis Tower Watson US LLC$148K
Pacific Investment Management Co.$118K
Merrill Lynch, Pierce, Fenner and S$65K
Meaden & Moore, Ltd.$24K

Questions and answers

How many retirement plans does Metallus Inc. have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Metallus Inc. Bargaining Unit Pension Plan, Metallus Inc. Voluntary Investment Pension Plan and Metallus Inc. Savings and Investment Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Metallus Inc. contribute to its plans?

$65,574,305 in employer contributions across these plans in their latest plan years, about $22,086 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 USI Consulting Group, Goldman Sachs Trust Company, N.A., Northern Trust Company and Jones Day Reavis & Pogue 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.