401(k) · DOL Form 5500 · 2022

Hercules Machine Tool & Die LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
102
Participants Small participant base
75th
Percentile by assets National rank
$172,233
Avg per participant Above avg balance/head
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Official DOL plan name: Hmtd & Affiliates 401(k) Retirement Plan · Sponsored by Hercules Machine Tool & Die LLC · Michigan · Manufacturing

$18M in assets, 102 participants

Hercules Machine Tool & Die LLC's Hmtd & Affiliates 401(k) Retirement Plan reported $18M in total assets and 102 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.

  • #13,485 in Manufacturing (20,602 peers)

Coverage in Michigan

Hmtd & Affiliates 401(k) Retirement Plan covers 102 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $18M.

#13,485
in Manufacturing (20,602 peers)
-26.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hmtd & Affiliates 401(k) Retirement Plan's outsized position by total assets

Hmtd & Affiliates 401(k) Retirement Plan vs every filed plan by assets

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

$17,567,776 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

Hmtd & Affiliates 401(k) Retirement 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. Hmtd & Affiliates 401(k) Retirement Plan sits mid-pack in the medium band (102 participants).

Plan-year Form 5500 strip

Filing strip 050547976 · Hercules Machine Tool & Die LLC PY 2022 · 401(k)

Hmtd & Affiliates 401(k) Retirement Plan · $18M · 102 · 75th

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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 Michigan →

Hmtd & Affiliates 401(k) Retirement Plan in the asset neighbourhood

Hmtd & Affiliates 401(k) Retirement PlanHmtd & Affiliates 401(k) Ret…$18MField Aerospace Retirement Savings PlanField Aerospace Retirement S…$18MDaramic, LLC Hourly Employees' Enhanced Retirement Savings PlanDaramic, LLC Hourly Employee…$18MAshley Furniture Homestore 401(k) PlanAshley Furniture Homestore 4…$18MBrescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-DBrescome Barton, Inc. Retire…$18M
End-of-year total assets ($M) among Hmtd & Affiliates 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$18M
Net Income-$6M
Employer EIN050547976
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hercules Machine Tool & Die LLC)

Sponsor-wide plan assets over time

All Hercules Machine Tool & Die LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M$20M 20222023 $17.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 102 $18M
2023 1 94 N/A

Nearby 401(k) Plans in Michigan

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

Hmtd & Affiliates 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Hmtd & Affiliates 401(k) Retirement Plan, Total assets ($B): 0.017567776 · Participants: 102Hmtd & Affiliates 401(k) Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Hmtd & Affiliates 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Hmtd & Affiliates 401(k) Retirement Plan side-by-side with 3 peers →

Hmtd & Affiliates 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Field Aerospace Retirement Savings Plan in OH ($18M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Hmtd & Affiliates 401(k) Retirement Plan assets move in 2022? ▼
Hmtd & Affiliates 401(k) Retirement Plan declined sharply - down 26.4% during 2022, from $24M to $18M. Reported net income was -$6M.
Where does Hmtd & Affiliates 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Hmtd & Affiliates 401(k) Retirement 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 Hmtd & Affiliates 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Field Aerospace Retirement Savings Plan in OH ($18M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Hmtd & Affiliates 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants, N/A 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 050547976.

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.