Texas › Manufacturing › 5,000 to 24,999 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Celanese Americas Retirement Pension Plan
Sponsored by Celanese Americas LLC, Irving, TX
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Celanese Americas Retirement Pension Plan is a defined benefit pension plan sponsored by Celanese Americas LLC of Irving, Texas. For the plan year ending 31 Dec 2024 it reported 17,027 participants, 976 of them active, and net assets of $1.85B.
Net assets came to $108,702 per participant, above the $87,623 median for defined benefit plans with 5,000 to 24,999 participants and well above the $67,961 median for defined benefit plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 11 service provider organisations paid $5,000 or more, with reported compensation of $5.3M: $313 per participant, well above the same-size median of $232. Administrative expenses charged to the plan were $7.2M. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $1.91B in 2009 to $1.85B in 2024 (down 3%), and participants from 28,253 to 17,027 (down 40%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $108,702 | $87,623 | $67,961 | $86,221 |
| Employer contributions per active participant | — | $9,468 | $6,915 | $10,244 |
| Schedule C compensation per participant | $313 | $232 | $299 | $344 |
| Schedule C compensation, share of net assets | 0.29% | 0.30% | 0.47% | 0.42% |
| Administrative expenses per participant | $426 | $396 | $498 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 5,000 to 24,999 participants (651 plans), manufacturing (1,532) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 17,027 | $1.85B | $108,702 | — | — | $5.3M |
| 2023 | 17,898 | $2.00B | $111,721 | — | — | $5.5M |
| 2022 | 18,134 | $2.01B | $110,747 | $7,000 | — | $5.5M |
| 2021 | 18,754 | $2.69B | $143,634 | — | — | $6.9M |
| 2020 | 19,420 | $2.86B | $147,077 | — | — | $7.4M |
| 2019 | 20,136 | $2.69B | $133,655 | — | — | $7.5M |
| 2018 | 21,539 | $2.53B | $117,434 | — | — | $7.5M |
| 2017 | 22,087 | $2.83B | $128,178 | $310M | — | $8.4M |
| 2016 | 22,681 | $2.43B | $107,005 | $300M | — | $8.1M |
| 2015 | 23,271 | $2.16B | $93,028 | — | — | $8.2M |
| 2014 | 23,883 | $2.43B | $101,874 | $131M | — | $9.9M |
| 2013 | 27,342 | $2.35B | $85,923 | — | — | $10.2M |
| 2012 | 27,742 | $2.38B | $85,635 | $167M | — | $9.6M |
| 2011 | 27,959 | $2.13B | $76,320 | $117M | — | $9.6M |
| 2010 | 28,142 | $2.06B | $73,159 | $59.9M | — | $7.9M |
| 2009 | 28,253 | $1.91B | $67,674 | — | — | $7.1M |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$1,999,574,782
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$33,490,326
- Benefits paid$174,946,330
- Administrative expenses$7,247,944
- Total expenses$182,194,274
- Net income−$148,703,948
- Net transfers$0
- Net assets, end of year$1,850,870,834
Participants
- Active participants976
- Retired or separated, receiving benefits11,320
- Retired or separated, entitled to future benefits1,477
- Total participants, end of year17,027
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Willis Towers Watson US LLC | Actuarial; Contract Administrator | $1,437,871 | $0 |
| Nisa Investment Advisors LLC | Investment management | $1,000,874 | $0 |
| State Street Bank and Trust Company | Trustee (directed); Investment management | $584,711 | $0 |
| Cna Holdings | Investment management | $492,749 | $0 |
| Loomis and Sayles | Investment management | $449,046 | $0 |
| Legal and General | Investment management | $418,199 | $0 |
| BlackRock Financial Management Inc. | Investment management | $416,789 | $0 |
| Russell Investments Capital, LLC | Consulting (pension) | $400,000 | $0 |
| BlackRock Institutional Trust Co. | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management | $71,773 | $0 |
| Whitley Penn LLP | Accounting (including auditing) | $35,484 | $0 |
| Telus Health (US) Ltd. | Contract Administrator | $16,661 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$2,756,681
- Other administrative expenses$1,813,028
- Contract administrator fees$1,081,315
- Trustee and custodial fees$584,711
- Salaries and allowances$492,749
- Actuarial fees$373,217
- Legal fees$110,759
- IQPA audit fees$35,484
- Total administrative expenses$7,247,944
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- U.S. Government securities$995M · 52.9%
- Corporate debt instruments$542M · 28.8%
- Common/collective trusts$277M · 14.7%
- Cash (interest and non-interest bearing)$34.5M · 1.8%
- Receivables$18.6M · 1.0%
- Other investments$13.7M · 0.7%
- Corporate stocks$10K · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmWhitley Penn LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $5,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1IFrozen plan3FPlan sponsor(s) received services of leased employees3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 325100: Basic Chemical Mfg.
Other plans of Celanese Americas LLC
| Plan | Participants | Net assets |
|---|---|---|
| Celanese Americas Retirement Savings Plan | 4,185 | $993M |
Similar plans in Texas
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Caterpillar Inc. Non-Contributory Pension Plan | Caterpillar Inc. | 23,789 | $2.37B | $99,674 |
| Phillips 66 Retirement Plan | Phillips 66 Company | 15,952 | $2.20B | $137,938 |
| BP Retirement Accumulation Plan | BP Corporation North America Inc. | 28,766 | $5.28B | $183,389 |
| Lyondellbasell Pension Plan | Lyondell Chemical Company | 14,052 | $934M | $66,492 |
| Shell Pension Plan | Shell USA, Inc. | 31,775 | $9.57B | $301,059 |
| Valero Energy Corporation Pension Plan | Valero Energy Corporation | 11,896 | $2.63B | $221,486 |
Defined benefit plans in manufacturing closest in size.
Questions and answers
How big is Celanese Americas Retirement Pension Plan?
17,027 participants at the end of the plan year ending 31 Dec 2024, of whom 976 were active employees, with net assets of $1,850,870,834. Among defined benefit plans that places it in the 5,000 to 24,999 participants band, which held 651 plans in plan year 2024.
What does Celanese Americas LLC contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $5,324,157 in compensation to service provider organisations, $313 per participant or 0.29% of net assets. The same-size median among plans reporting any Schedule C compensation was $232 per participant. Administrative expenses on Schedule H were $7,247,944. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Celanese Americas LLC. Recordkeeping or administration: Willis Towers Watson US LLC and Telus Health (US) Ltd.. Investment advisory or management: Nisa Investment Advisors LLC, State Street Bank and Trust Company and Cna Holdings. Trustee or custodian: State Street Bank and Trust Company and BlackRock Institutional Trust Co.. The financial statements were audited by Whitley Penn LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 25 Sep 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 22-1862783, plan 004, received 25 Sep 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.