Employer · plans filed under one EIN
Oerlikon USA Holding, Inc.
Westbury, NY · 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.
2 retirement plans with 100 or more participants file Form 5500 under Oerlikon USA Holding, Inc.'s employer identification number (Westbury, New York). Their latest filings total 1,942 participant records and $236M in net assets.
The largest is Oerlikon USA 401(k) Plan, a 401(k) plan with 1,642 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 $5.3M and participant contributions $9.4M in the latest plan years; benefits paid were $38.3M. Schedule C compensation reported to service provider organisations totalled $737K.
Combined net assets moved from $46.3M in 2009 to $236M in 2024 (up 409%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Oerlikon USA 401(k) Plan | 401(k) plan | 2024 | 1,642 | $220M | $133,826 | $4,122 | $267K |
| Oerlikon USA Holding, Inc. Pension Plan | defined benefit pension plan | 2024 | 300 | $15.8M | $52,682 | — | $470K |
| 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
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 1,942 | $236M | $5.3M | $9.4M |
| 2023 | 2 | 2,532 | $225M | $6.2M | $8.9M |
| 2022 | 2 | 2,765 | $192M | $4.3M | $8.1M |
| 2021 | 1 | 988 | $47.6M | $0 | $0 |
| 2020 | 1 | 974 | $47.7M | $1.1M | $0 |
| 2019 | 1 | 1,005 | $44.5M | $3.2M | $0 |
| 2018 | 1 | 1,030 | $37.3M | $1.1M | $0 |
| 2017 | 1 | 1,037 | $44.4M | $1.0M | $0 |
| 2016 | 1 | 1,058 | $40.7M | $971K | $0 |
| 2015 | 1 | 1,225 | $54.1M | $1.7M | $0 |
| 2014 | 1 | 1,240 | $57.6M | $0 | $1.9M |
| 2013 | 1 | 1,286 | $54.1M | $1.4M | $0 |
| 2012 | 1 | 1,308 | $51.9M | $1.7M | $0 |
| 2011 | 1 | 1,324 | $48.0M | $4.9M | $0 |
| 2010 | 1 | 1,338 | $48.9M | $951K | $0 |
| 2009 | 1 | 1,357 | $46.3M | $600K | $0 |
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
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Fid MGMT Trust Co. | Consulting (pension); Trustee (bank, trust company, or similar financial institution) | 1 | $200,167 |
| Buck/conduent Consultants | Actuarial; Consulting (pension) | 1 | $158,712 |
| Fidelity Investments Institutional | Participant loan processing | 1 | $130,189 |
| Resources Investment Advisors LLC | Consulting (general) | 1 | $80,000 |
| Fid Inst Asset MGMT Co. | Investment management | 1 | $56,335 |
| One Digital | Consulting (pension); Investment advisory (plan) | 1 | $55,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | 1 | $39,906 |
| Hancock Askew & Co., LLP | Accounting (including auditing) | 1 | $17,000 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Oerlikon USA Holding, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Oerlikon USA 401(k) Plan and Oerlikon USA Holding, Inc. Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Oerlikon USA Holding, Inc. contribute to its plans?
$5,283,619 in employer contributions across these plans in their latest plan years, about $4,261 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 Fid MGMT Trust Co., Buck/conduent Consultants, Fidelity Investments Institutional and Resources Investment Advisors 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.