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Original filing (PDF)20251110155242NAL0006198258001
PQ CORPORATION
Form 5500
FILING_RECEIVED
PQ CORPORATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
—
Plan assets (EOY)
$124.0M
Net assets (EOY)
$123.9M
How this plan invests
This plan
120 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — 283% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PQ CORPORATION.
Plan sponsor
Name
PQ CORPORATION
EIN
23-0972750
Address
300 LINDENWOOD DRIVE · MALVERN, PA · 193551740
Phone
(610) 651-4200
Industry
Manufacturingsee all
Plan administrator
Name
BENEFIT PLANS COMMITTEE
EIN
23-2012066
City
MALVERN, PA
Phone
(610) 651-4200
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-10
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
URISH POPECK & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTrustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK | 25-1197336 | — | TRUSTEE | $102K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | MALVERN, PA | TRUSTEE/FIDUCIARY | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON | 22-2232264 | RADNOR, PA | PLAN ADMINISTRATOR | $262K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | — | PHILADELPHIA, PA | ACTUARY | $95K | — |
Investments
104 direct securities· $112.0M(90% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FD-AI Mutual fund | — | — | $15.7M | $17.8M | 14.3% | |
| USA TREASURY NOTES 01.250% DUE 08/15/2031 Bond | — | — | $5.9M | $5.9M | 4.7% | |
| ISHARES CORE MSCI EAFE ETF Mutual fund | — | — | $4.8M | $4.7M | 3.8% | |
| USA TREASURY NOTES 02.375% DUE 04/30/2026 Bond | — | — | $4.4M | $4.4M | 3.6% | |
| USA TREASURY NOTES 02.375% DUE 05/15/2027 Bond | — | — | $3.5M | $3.6M | 2.9% | |
| USA TREASURY NOTES 02.500% DUE 02/15/2045 Bond | — | — | $3.4M | $3.2M | 2.6% | |
| ISHARES CORE S&P MID-CAP ETF Mutual fund | — | — | $2.8M | $3.0M | 2.4% | |
| USA TREASURY NOTES 03.875% DUE 09/30/2029 Bond | — | — | $2.9M | $2.9M | 2.4% | |
| ISHARES MSCI EMR MRK EX CHNA ETF Mutual fund | — | — | $2.9M | $2.9M | 2.3% | |
| USA TREASURY NOTES 03.625% DUE 02/15/2053 Bond | — | — | $2.7M | $2.5M | 2.0% | |
| ISHARES MSCI INTL QUALITY FACTOR ETF Mutual fund | — | — | $2.2M | $2.1M | 1.7% | |
| ISHARES CORE S&P SMALL CAP ETF Mutual fund | — | — | $1.7M | $1.8M | 1.5% | |
| WISDOMTREE U.S. QUALITY DIVI ETF Mutual fund | — | — | $1.7M | $1.8M | 1.5% | |
| USA TREASURY NOTE 04.250% DUE 05/15/2039 Bond | — | — | $1.8M | $1.7M | 1.4% | |
| SCHWAB INTERNATIONAL SMALL CAP EQUITY ETF Mutual fund | — | — | $1.5M | $1.5M | 1.2% | |
| JP MORGAN CHASE & CO SR UNSEC CALL 7/24/37 @ 100 VAR% DUE 07/24/2038 Bond | — | — | $1.3M | $1.3M | 1.1% | |
| USA TREASURY NOTES 02.250% DUE 08/15/2049 Bond | — | — | $1.4M | $1.3M | 1.0% | |
| COMCAST CORP CALL 10/01/2039 UNSC 03.750% DUE 04/01/2040 Bond | — | — | $1.2M | $1.2M | 1.0% | |
| WELLS FARGO & COMPANY CALL 04/24/2033 UNSC VAR% DUE 04/24/2034 Bond | — | — | $1.0M | $1.0M | 0.8% | |
| USA TREASURY NOTES 03.875% DUE 08/15/2034 Bond | — | — | $1.1M | $1.0M | 0.8% | |
| FLORIDA POWER & LIGHT 1ST MORTGAGE 05.690% DUE 03/01/2040 Bond | — | — | $1.0M | $1.0M | 0.8% | |
| GOLDMAN SACHS GROUP INC CALL 02/24/2032 UNSC VAR% DUE 02/24/2033 Bond | — | — | $988K | $1000K | 0.8% | |
| AMERICAN EXPRESS CO CALL 02/16/2027 UNSC VAR% DUE 02/16/2028 Bond | — | — | $899K | $905K | 0.7% | |
| TOYOTA MOTOR CREDIT CORP UNSC 05.100% DUE 03/21/2031 Bond | — | — | $900K | $903K | 0.7% | |
| REALTY INCOME CORP CALL 01/15/2029 UNSC 04.750% DUE 02/15/2029 Bond | — | — | $888K | $893K | 0.7% | |
| WALT DISNEY COMPANY/THE COGT 06.650% DUE 11/15/2037 Bond | — | — | $910K | $892K | 0.7% | |
| PROLOGIS LP CALL 10/15/2033 UNSC 05.125% DUE 01/15/2034 Bond | — | — | $895K | $887K | 0.7% | |
| 04/01/2033 Bond | — | — | $892K | $881K | 0.7% | |
| MORGAN STANLEY CALL 10/18/2032 UNSC VAR% DUE 10/18/2033 Bond | — | — | $883K | $878K | 0.7% | |
| BP CAP MARKETS AMERICA CALL 01/10/2034 COGT 04.989% DUE 04/10/2034 Bond | — | — | $889K | $875K | 0.7% | |
| CONOCOPHILLIPS NOTES 06.500% DUE 02/01/2039 Bond | — | — | $899K | $874K | 0.7% | |
| UNITEDHEALTH GROUP INC CALL 02/15/2039 UNSC 03.500% DUE 08/15/2039 Bond | — | — | $888K | $870K | 0.7% | |
| T-MOBILE USA INC SER WI CALL 10/15/2039 04.375% DUE 04/15/2040 Bond | — | — | $876K | $867K | 0.7% | |
| 03/22/2041 Bond | — | — | $880K | $862K | 0.7% | |
| DUE 04/01/2045 Bond | — | — | $876K | $855K | 0.7% | |
| APPLE INC UNSC 03.850% DUE 05/04/2043 Bond | — | — | $871K | $828K | 0.7% | |
| MERCK & CO INC CALL 03/15/2042 UNSC 03.600% DUE 09/15/2042 Bond | — | — | $813K | $776K | 0.6% | |
| USA TREASURY NOTES 04.500% DUE 05/15/2038 Bond | — | — | $807K | $772K | 0.6% | |
| EVERSOURCE ENERGY SER R CALL 05/15/2030 01.650% DUE 08/15/2030 Bond | — | — | $674K | $699K | 0.6% | |
| RTX CORP CALL 01/15/2031 UNSC 06.000% DUE 03/15/2031 Bond | — | — | $683K | $682K | 0.6% | |
| 02/01/2036 Bond | — | — | $688K | $678K | 0.5% | |
| TRUIST FINANCIAL CORP SER MTN CALL 10/28/2032 VAR% DUE 10/28/2033 Bond | — | — | $672K | $677K | 0.5% | |
| FISERV INC CALL 02/15/2027 UNSC 05.150% DUE 03/15/2027 Bond | — | — | $672K | $675K | 0.5% | |
| CAPITAL ONE FINANCIAL CO CALL 06/08/2028 UNSC VAR% DUE 06/08/2029 Bond | — | — | $668K | $671K | 0.5% | |
| AT&T INC CALL 12/01/2040 UNSC 03.500% DUE 06/01/2041 Bond | — | — | $675K | $670K | 0.5% | |
| PROGRESSIVE CORP CALL 12/26/2029 UNSC 03.200% DUE 03/26/2030 Bond | — | — | $661K | $670K | 0.5% | |
| METLIFE INC UNSC 04.050% DUE 03/01/2045 Bond | — | — | $684K | $660K | 0.5% | |
| BANK OF AMERICA CORPORATION SERIES MTN 06/19/40 @ 100 VAR% DUE 06/19/2041 Bond | — | — | $667K | $660K | 0.5% | |
| VISA INC CALL 10/15/2039 UNSC 02.700% DUE 04/15/2040 Bond | — | — | $664K | $655K | 0.5% | |
| MICROSOFT CORP CALL 02/08/2036 @ 100.000 UNSC 03.450% DUE 08/08/2036 Bond | — | — | $664K | $654K | 0.5% | |
| JOHNSON & JOHNSON UNSC 04.500% DUE 09/01/2040 Bond | — | — | $675K | $653K | 0.5% | |
| BRISTOL-MYERS SQUIBB CO CALL 12/15/2038 UNSC 04.125% DUE 06/15/2039 Bond | — | — | $667K | $647K | 0.5% | |
| DUE 03/06/2045 Bond | — | — | $630K | $601K | 0.5% | |
| 11/30/2036 Bond | — | — | $598K | $589K | 0.5% | |
| CITIGROUP INC CALL 06/11/2034 UNSC VAR% DUE 06/11/2035 Bond | — | — | $591K | $585K | 0.5% | |
| WALMART INC CALL 10/15/2052 UNSC 04.500% DUE 04/15/2053 Bond | — | — | $611K | $583K | 0.5% | |
| CISCO SYSTEMS INC NOTES 05.900% DUE 02/15/2039 Bond | — | — | $545K | $528K | 0.4% | |
| STATE STREET CORP CALL 02/18/2027 UNSC 04.993% DUE 03/18/2027 Bond | — | — | $505K | $509K | 0.4% | |
| CHARLES SCHWAB CORP CALL 07/24/2026 UNSC 05.875% DUE 08/24/2026 Bond | — | — | $510K | $509K | 0.4% | |
| GENERAL MOTORS FINL CO UNSC 05.400% DUE 05/08/2027 Bond | — | — | $502K | $505K | 0.4% | |
| LOCKHEED MARTIN CORP CALL 11/15/2033 UNSC 04.750% DUE 02/15/2034 Bond | — | — | $496K | $485K | 0.4% | |
| GILEAD SCIENCES INC UNSC 04.600% DUE 09/01/2035 Bond | — | — | $476K | $472K | 0.4% | |
| SAN DIEGO G & E CALL 10/01/2052 MORT 05.350% DUE 04/01/2053 Bond | — | — | $487K | $470K | 0.4% | |
| ABBVIE INC CALL 11/14/2034 @ 100.000 UNSC 04.500% DUE 05/14/2035 Bond | — | — | $478K | $468K | 0.4% | |
| PHILLIPS 66 CALL 05/15/2034 @ 100.000 COGT 04.650% DUE 11/15/2034 Bond | — | — | $472K | $466K | 0.4% | |
| 06/15/2031 Bond | — | — | $463K | $465K | 0.4% | |
| ORACLE CORP CALL 01/08/2034 @ 100.000 UNSC 04.300% DUE 07/08/2034 Bond | — | — | $455K | $460K | 0.4% | |
| NUTRIEN LTD SEDOL ISIN US67077MAY49 05.950% DUE 11/07/2025 Bond | — | — | $454K | $454K | 0.4% | |
| ENERGY TRANSFER LP CALL 09/01/2033 UNSC 06.550% DUE 12/01/2033 Bond | — | — | $453K | $452K | 0.4% | |
| AMERICAN HONDA FINANCE UNSC 04.900% DUE 03/12/2027 Bond | — | — | $449K | $451K | 0.4% | |
| CUMMINS INC CALL 11/20/2033 UNSC 05.150% DUE 02/20/2034 Bond | — | — | $451K | $450K | 0.4% | |
| 02/08/2029 Bond | — | — | $450K | $448K | 0.4% | |
| USA TREASURY NOTES 01.625% DUE 02/15/2026 Bond | — | — | $435K | $447K | 0.4% | |
| FOX CORP SER WI CALL 10/25/2028 04.709% DUE 01/25/2029 Bond | — | — | $441K | $444K | 0.4% | |
| 08/01/2049 Bond | — | — | $468K | $443K | 0.4% | |
| DUE 02/28/2033 Bond | — | — | $450K | $442K | 0.4% | |
| 03/15/2033 Bond | — | — | $447K | $441K | 0.4% | |
| JM SMUCKER CO CALL 10/15/2028 UNSC 05.900% DUE 11/15/2028 Bond | — | — | $441K | $440K | 0.4% | |
| BANK OF AMERICA CORPORATION SER MTN CALL 02/13/2030 @ 100 VAR% DUE 02/13/2031 Bond | — | — | $428K | $440K | 0.4% | |
| ORACLE CORP CALL 05/15/2047 UNSC 04.000% DUE 11/15/2047 Bond | — | — | $440K | $438K | 0.4% | |
| PRUDENTIAL FINANCIAL INC SER MTN UNSC 04.600% DUE 05/15/2044 Bond | — | — | $453K | $437K | 0.4% | |
| SHELL INTERNATIONAL FIN SR NOTES 06.375% DUE 12/15/2038 Bond | — | — | $453K | $435K | 0.4% | |
| KINDER MORGAN ENER PART SR UNSEC 06.950% DUE 01/15/2038 Bond | — | — | $433K | $433K | 0.3% | |
| 05/15/2051 Bond | — | — | $456K | $428K | 0.3% | |
| NIKE INC CALL 09/27/2039 UNSC 03.250% DUE 03/27/2040 Bond | — | — | $437K | $425K | 0.3% | |
| AMAZON.COM INC CALL 12/03/2059 UNSC 02.700% DUE 06/03/2060 Bond | — | — | $444K | $416K | 0.3% | |
| AMGEN INC CALL 09/02/2052 UNSC 05.650% DUE 03/02/2053 Bond | — | — | $435K | $414K | 0.3% | |
| TEXAS INSTRUMENTS INC CALL 09/14/2052 UNSC 05.000% DUE 03/14/2053 Bond | — | — | $445K | $412K | 0.3% | |
| 12/05/2044 Bond | — | — | $395K | $381K | 0.3% | |
| KROGER CO CALL 08/01/2046 UNSC 04.450% DUE 02/01/2047 Bond | — | — | $374K | $362K | 0.3% | |
| ALLSTATE CORP CALL 12/30/2032 UNSC 05.250% DUE 03/30/2033 Bond | — | — | $350K | $349K | 0.3% | |
| MIDAMERICAN ENERGY CO CALL 08/01/2054 MORT 05.300% DUE 02/01/2055 Bond | — | — | $346K | $331K | 0.3% | |
| USA TREASURY NOTE 04.500% DUE 02/15/2036 Bond | — | — | $334K | $325K | 0.3% | |
| AEP TRANSMISSION CO LLC CALL 09/15/2052 UNSC 05.400% DUE 03/15/2053 Bond | — | — | $337K | $324K | 0.3% | |
| ELI LILLY & CO CALL 08/27/2062 UNSC 04.950% DUE 02/27/2063 Bond | — | — | $339K | $314K | 0.3% | |
| UNION PACIFIC CORP CALL 08/14/2071 UNSC 03.850% DUE 02/14/2072 Bond | — | — | $324K | $295K | 0.2% | |
| USA TREASURY NOTES 04.250% DUE 08/15/2054 Bond | — | — | $269K | $260K | 0.2% | |
| INTEL CORP CALL 02/05/2052 UNSC 04.900% DUE 08/05/2052 Bond | — | — | $277K | $237K | 0.2% | |
| UNITED PARCEL SERVICE CALL 11/22/2063 UNSC 05.600% DUE 05/22/2064 Bond | — | — | $219K | $213K | 0.2% | |
| CATERPILLAR FINL SERVICE UNSC 04.400% DUE 10/15/2027 Bond | — | — | $200K | $199K | 0.2% | |
| USA TREASURY NOTES 02.250% DUE 05/15/2041 Bond | — | — | $201K | $195K | 0.2% | |
| HOME DEPOT INC CALL 05/25/2027 UNSC 04.875% DUE 06/25/2027 Bond | — | — | $174K | $177K | 0.1% | |
| ABBVIE INC CALL 09/15/2063 UNSC 05.500% DUE 03/15/2064 Bond | — | — | $179K | $167K | 0.1% | |
| ELI LILLY & CO CALL 02/14/2054 UNSC 05.050% DUE 08/14/2054 Bond | — | — | $104K | $97K | <0.1% |
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