401(k) · DOL Form 5500 · 2022

Ohio Machinery Co. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
490
Participants Below avg headcount
75th
Percentile by assets National rank
$34,319
Avg per participant Low balance/head
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Official DOL plan name: Ohio Cat Union 401(k) Plan · Sponsored by Ohio Machinery Co. · Ohio · Other Services

$17M in assets, 490 participants

Ohio Machinery Co.'s Ohio Cat Union 401(k) Plan reported $17M in total assets and 490 participants in its 2022 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,208 in Other Services (8,398 peers)

Where Ohio Cat Union 401(k) Plan sits by assets

Ohio Cat Union 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 490 participants (~$34,319/participant), down 22.1% in 2022.

#7,208
in Other Services (8,398 peers)
-22.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ohio Cat Union 401(k) Plan's outsized position by total assets

Ohio Cat Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,816,180 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ohio Cat Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Cat Union 401(k) Plan sits mid-pack in the medium band (490 participants).

DOL schedule card

Filing strip 340672363 · Ohio Machinery Co. PY 2022 · 401(k)

Ohio Cat Union 401(k) Plan · $17M · 490 · 75th

  • PCT $17M
  • EIN 490
  • RANK 75th
  • PHOTO 401(k)
  • IND near Blaine Brothers Maintenance, Inc. Retirement Plan
  • EOY ind #7208

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Ohio →

Ohio Cat Union 401(k) Plan in the asset neighbourhood

Ohio Cat Union 401(k) Plan$17MBlaine Brothers Maintenance, Inc. Retirement PlanBlaine Brothers Maintenance,…$17MSteadfast 401(k) Plan$17MSterling Drive Ventures/Rodon Employees 401(k) PlanSterling Drive Ventures/Rodo…$17MUnicorp Systems, Inc. 401(k) PlanUnicorp Systems, Inc. 401(k)…$17M
End-of-year total assets ($M) among Ohio Cat Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN340672363
Plan Effective Date2003-04-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Machinery Co.)

Sponsor-wide plan assets over time

All Ohio Machinery Co. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 1.6196997555735382% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $164M $161M ▼ -1.6%
Year Plans Participants Total Assets
2022 3 1,809 $164M
2023 3 1,875 $195M
2024 2 1,770 $161M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ohio Cat Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Ohio Cat Union 401(k) Plan, Total assets ($B): 0.01681618 · Participants: 490Ohio Cat Union 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Ohio Cat Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ohio Cat Union 401(k) Plan side-by-side with 3 peers →

Ohio Cat Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Blaine Brothers Maintenance, Inc. Retirement Plan in MN ($17M); by covered participants it is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (490 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (490 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ohio Cat Union 401(k) Plan assets move in 2022? ▼
Ohio Cat Union 401(k) Plan declined sharply - down 22.1% during 2022, from $22M to $17M. Reported net income was -$4M.
How have Ohio Machinery Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Machinery Co.'s sponsor-wide assets declined 1.6%, from $164M to $161M.
Where does Ohio Cat Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Ohio Cat Union 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ohio Cat Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blaine Brothers Maintenance, Inc. Retirement Plan in MN ($17M, 320 participants).
Which 401(k) plans cover a similar participant headcount to Ohio Cat Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (490 participants, $127M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340672363.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.