Defined Benefit (Pension) · DOL Form 5500 · 2022
Association of Equipment Manufacturers Pension Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $213,281
- Avg per participant Above avg balance/head
Official DOL plan name: Association of Equipment Manufacturers Pension Plan · Sponsored by Association of Equipment Manufacturers · Wisconsin · Other Services
$20M in assets, 92 participants
Association of Equipment Manufacturers's Association of Equipment Manufacturers Pension Plan reported $20M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #7,352 in Other Services (8,398 peers)
Where Association of Equipment Manufacturers Pension Plan sits by assets
Association of Equipment Manufacturers Pension Plan sits in the top quartile of all filed plans by assets, $20M for 92 participants (~$213,281/participant), down 13.1% in 2022.
- #7,352
- in Other Services (8,398 peers)
- -13.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Association of Equipment Manufacturers Pension Plan's outsized position by total assets
Association of Equipment Manufacturers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,621,861 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Association of Equipment Manufacturers Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Association of Equipment Manufacturers Pension Plan is a small filing (92 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 311796607 · Association of Equipment Manufacturers PY 2022 · Defined Benefit (Pension)
Association of Equipment Manufacturers Pension Plan · $20M · 92 · 77th
- NET $20M
- BOOK 92
- VS-ST 77th
- BOY Defined Benefit (Pension)
- SCH near Heritage Family Federal Credit Union Defined Benefit Plan and Trust
- EBSA ind #7352
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 Wisconsin →
Association of Equipment Manufacturers Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$3M |
| Employer EIN | 311796607 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Association of Equipment Manufacturers)
Sponsor-wide plan assets over time
All Association of Equipment Manufacturers plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 8.053681091090551% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 191 | $31M |
| 2023 | 2 | 172 | $21M |
| 2024 | 2 | 158 | $28M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Association of Equipment Manufacturers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Heritage Family Federal Credit Union Defined Benefit Plan and Trust in VT ($20M); by covered participants it is The Retirement Plan for Employees of Franklin Savings Bank in ME (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Heritage Family Federal Credit Union Defined Benefit Plan and Trust (VT) $20M · 129
- Hay Benefits Practice Group Pension Plan (CA) $20M · 16
- The Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc. (MA) $20M · 99
- Laborers' Int'l Union of NA Local 1822 Pension Fun (NY) $20M · 113
Similar participant headcount
Nearest other-state filings by covered participants (92 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.