401(k) · DOL Form 5500 · 2022

Climax Portable Machine Tools, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
124
Participants Small participant base
71st
Percentile by assets National rank
$109,544
Avg per participant Below avg balance/head
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Official DOL plan name: Climax Portable Machine Tools, Inc. Employee Savings Plan · Sponsored by Climax Portable Machine Tools, Inc. · Oregon · Manufacturing

$14M in assets, 124 participants

Climax Portable Machine Tools, Inc.'s Climax Portable Machine Tools, Inc. Employee Savings Plan reported $14M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,315 in Manufacturing (20,602 peers)

Coverage in Oregon

Climax Portable Machine Tools, Inc. Employee Savings Plan covers 124 participants in Oregon, about 28% of the average Oregon filer (state average ~443 per filing). Assets: $14M.

#12,315
in Manufacturing (20,602 peers)
-15.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Climax Portable Machine Tools, Inc. Employee Savings Plan's outsized position by total assets

Climax Portable Machine Tools, Inc. Employee Savings Plan vs every filed plan by assets

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

$13,583,417 Top 29% higher than 71% 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

Climax Portable Machine Tools, Inc. Employee Savings 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. Climax Portable Machine Tools, Inc. Employee Savings Plan sits mid-pack in the medium band (124 participants).

Plan-year Form 5500 strip

Filing strip 930553883 · Climax Portable Machine Tools, Inc. PY 2022 · 401(k)

Climax Portable Machine Tools, Inc. Employee Savings Plan · $14M · 124 · 71st

  • TYPE $14M
  • NET 124
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Abraham Technical 401(k) Plan
  • SCH ind #12315

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 Manufacturing retirement plans → · Plans in Oregon →

Climax Portable Machine Tools, Inc. Employee Savings Plan in the asset neighbourhood

Dayton-Phoenix Group, Inc. Hourly Employees 401(k) Retirement Plan and TrustDayton-Phoenix Group, Inc. H…$14MClimax Portable Machine Tools, Inc. Employee Savings PlanClimax Portable Machine Tool…$14MAbraham Technical 401(k) Plan$14MDesert De Oro Foods, Inc. 401(k) PlanDesert De Oro Foods, Inc. 40…$14MRevolution Medicines, Inc. 401(k) Savings PlanRevolution Medicines, Inc. 4…$14M
End-of-year total assets ($M) among Climax Portable Machine Tools, Inc. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN930553883
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Climax Portable Machine Tools, Inc.)

Sponsor-wide plan assets over time

All Climax Portable Machine Tools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $13.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 124 $14M
2023 1 130 $16M
2024 1 139 N/A

Nearby 401(k) Plans in Oregon

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

Climax Portable Machine Tools, Inc. Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Climax Portable Machine Tools, Inc. Employee Savings Plan, Total assets ($B): 0.013583417 · Participants: 124Climax Portable Machine Tools, Inc. Employee Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Climax Portable Machine Tools, Inc. Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Climax Portable Machine Tools, Inc. Employee Savings Plan side-by-side with 3 peers →

Climax Portable Machine Tools, Inc. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Abraham Technical 401(k) Plan in MN ($14M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Climax Portable Machine Tools, Inc. Employee Savings Plan assets move in 2022? ▼
Climax Portable Machine Tools, Inc. Employee Savings Plan declined sharply - down 15.1% during 2022, from $16M to $14M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Climax Portable Machine Tools, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abraham Technical 401(k) Plan in MN ($14M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Climax Portable Machine Tools, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants, $9M 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 930553883.

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.