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Ohio › Manufacturing › 500 to 999 participants

Form 5500 statement · plan year 1 Apr 2024 to 31 Mar 2025

Celina Aluminum Precision Technology Inc. Defined Benefit Plan

Sponsored by Celina Aluminum Precision Technology Inc., Celina, OH

defined benefit pension plan

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.

$20.1Mnet assets, end of plan year+1% on the year
592participants319 active
$33,954net assets per participantsame-size median $86,583
$2,292employer contributions per active participantsame-size median $10,758

In the plan year ending 31 Mar 2025, Celina Aluminum Precision Technology Inc. Defined Benefit Plan covered 592 participants and held $20.1M in net assets. The plan is a defined benefit pension plan sponsored by Celina Aluminum Precision Technology Inc. of Celina, Ohio.

Net assets came to $33,954 per participant, well below the $86,583 median for defined benefit plans with 500 to 999 participants and well below 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.

Employer contributions were $731K for the year ($2,292 per active participant) and benefits paid were $1.0M. In a defined benefit plan the employer's contribution follows funding rules rather than a match formula, so it can swing widely from year to year.

Schedule C lists 1 service provider organisation paid $5,000 or more, with reported compensation of $50K: $83.70 per participant, well below the same-size median of $377. Administrative expenses charged to the plan were $164K. 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 $3.8M in 2009 to $20.1M in 2024 (up 424%), and participants from 484 to 592 (up 22%).

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

MeasureThis planSame sizeSame industryAll US DB plans
Net assets per participant$33,954$86,583$67,961$86,221
Employer contributions per active participant$2,292$10,758$6,915$10,244
Schedule C compensation per participant$83.70$377$299$344
Schedule C compensation, share of net assets0.25%0.48%0.47%0.42%
Administrative expenses per participant$276$591$498$527

Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 500 to 999 participants (873 plans), manufacturing (1,532) and all US plans (5,308). Fee medians cover plans that report an amount.

Trend by plan year

2009: $3.8M2010: $5.4M2011: $6.4M2012: $7.7M2013: $9.0M2014: $10.8M2015: $12.1M2016: $14.0M2017: $16.3M2018: $17.8M2019: $18.7M2020: $21.1M2021: $22.4M2022: $20.5M2023: $19.9M2024: $20.1M$3.8M$22.4M$20.1M20092012201620202024
Net assets at year end
2009: 4842010: 4832011: 4822012: 5312013: 6272014: 6852015: 6562016: 6842017: 7052018: 7432019: 7072020: 6802021: 6202022: 6152023: 5862024: 59248474359220092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024592$20.1M$33,954$731K—$50K
2023586$19.9M$33,925$500K—$63K
2022615$20.5M$33,340$565K—$56K
2021620$22.4M$36,173$1.7M—$83K
2020680$21.1M$31,012$400K—$69K
2019707$18.7M$26,450$2.2M—$63K
2018743$17.8M$23,922$1.0M—$42K
2017705$16.3M$23,190$1.4M—$0
2016684$14.0M$20,509$1.1M—$0
2015656$12.1M$18,422$1.6M—$0
2014685$10.8M$15,787$1.2M—$0
2013627$9.0M$14,282$456K—$0
2012531$7.7M$14,427$585K—$0
2011482$6.4M$13,359$700K—$0
2010483$5.4M$11,182$1.3M—$14K
2009484$3.8M$7,919$510K—$0

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$19,879,798
  • Employer contributions$731,000
  • Participant contributions—
  • Rollovers and other contributions—
  • Total contributions$731,000
  • Total income, including investment results$1,428,846
  • Benefits paid$1,044,398
  • Administrative expenses$163,604
  • Total expenses$1,208,002
  • Net income$220,844
  • Net transfers$0
  • Net assets, end of year$20,100,642

Participants

  • Active participants319
  • Retired or separated, receiving benefits96
  • Retired or separated, entitled to future benefits159
  • Total participants, end of year592

Fees and service providers

$50KSchedule C compensation to organisations$50K direct · $0 indirect
$83.70per participantsame-size median $377
0.25%of net assetssame-size median 0.48%
$164Kadministrative expenses charged to the plan$276 per participant
OrganisationServices reportedDirectIndirect
Mercer (US) LLCActuarial$49,553$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

  • Other administrative expenses$163,604
  • Total administrative expenses$163,604

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.

  • Master trust investment accounts$19.4M · 96.4%
  • Receivables$731K · 3.6%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $500,000
  • 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

  • 1ABenefits are primarily pay related
  • 3HPlan 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 336300: Motor Vehicle Parts Mfg.

Other plans of Celina Aluminum Precision Technology Inc.

PlanParticipantsNet assets
Celina Aluminum Precision Technology Inc. 401(k) Savings Plan445$32.4M

Similar plans in Ohio

PlanSponsorParticipantsNet assetsPer participant
Preformed Line Products Company Hourly Employees Retirement PlanPreformed Line Products Company608$29.0M$47,674
R. G. Barry Corporation Associates' Retirement PlanR.G. Barry Corporation577$21.1M$36,543
Koroseal Interior Products Retirement Income PlanKoroseal Interior Products, LLC656$33.3M$50,727
Tarkett Retirement PlanTarkett Finance Inc.565$20.8M$36,809
KTH Parts Industries, Inc. Associate Retirement PlanKTH Parts Industries, Inc.790$89.6M$113,371
Makino Inc. Pension PlanMakino Inc.564$40.3M$71,391

Defined benefit plans in manufacturing closest in size.

Questions and answers

How big is Celina Aluminum Precision Technology Inc. Defined Benefit Plan?

592 participants at the end of the plan year ending 31 Mar 2025, of whom 319 were active employees, with net assets of $20,100,642. Among defined benefit plans that places it in the 500 to 999 participants band, which held 873 plans in plan year 2024.

What does Celina Aluminum Precision Technology Inc. contribute per participant?

The filing reports $731,000 in employer contributions for the year, which is $2,292 per active participant; the median for plans of the same type and size was $10,758 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $49,553 in compensation to service provider organisations, $83.70 per participant or 0.25% of net assets. The same-size median among plans reporting any Schedule C compensation was $377 per participant. Administrative expenses on Schedule H were $163,604. 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 Celina Aluminum Precision Technology Inc.. 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 Apr 2024 to 31 Mar 2025, received by the Department of Labor on 14 Jan 2026. 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 35-1928465, plan 002, received 14 Jan 2026; 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.