Defined Benefit (Pension) · DOL Form 5500 · 2022

Innovative Machining Inc Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
40th
Percentile by assets National rank
$110,526
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Innovative Machining Inc Cash Balance Plan · Sponsored by Innovative Machining Inc · California · Manufacturing

$3M in assets, 26 participants

Innovative Machining Inc's Innovative Machining Inc Cash Balance Plan reported $3M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,741 in Manufacturing (20,602 peers)

2022 asset change

Innovative Machining Inc Cash Balance Plan surged 32.1% in 2022 ($2M → $3M) for 26 participants.

#4,741
in Manufacturing (20,602 peers)
+32.1%
assets growth YoY

Innovative Machining Inc Cash Balance Plan's mid-pack asset rank among Manufacturing and all filers

Innovative Machining Inc Cash Balance Plan vs every filed plan by assets

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

$2,873,682 40th percentile higher than 40% 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

Innovative Machining Inc Cash Balance 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. Innovative Machining Inc Cash Balance Plan is a small filing (26 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 770455336 · Innovative Machining Inc PY 2022 · Defined Benefit (Pension)

Innovative Machining Inc Cash Balance Plan · $3M · 26 · 40th

  • EIN $3M
  • EIN 26
  • EIN 40th
  • EIN Defined Benefit (Pension)
  • EIN near Folger Shakespeare Library Staff Retirement Plan
  • EIN ind #4741

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 California →

Innovative Machining Inc Cash Balance Plan in the asset neighbourhood

Folger Shakespeare Library Staff Retirement PlanFolger Shakespeare Library S…$3MAdvanced Pediatrics Gastroenterology Defined Benefit PlanAdvanced Pediatrics Gastroen…$3MAugustine Financial, LLC Cash Balance Pension PlanAugustine Financial, LLC Cas…$3MInnovative Machining Inc Cash Balance PlanInnovative Machining Inc Cas…$3MOregon Oncology Specialists, LLP Cash Balance PlanOregon Oncology Specialists,…$3M
End-of-year total assets ($M) among Innovative Machining Inc Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Innovative Machining Inc years around the 2022 move

Sponsor-wide plan assets over time

All Innovative Machining Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.906320632330716% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.99M $3.2M ▲ +7.0%
Year Plans Participants Total Assets
2022 2 50 $3M
2023 2 66 $4M
2024 2 58 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$699K
Employer EIN770455336
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Innovative Machining Inc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Innovative Machining Inc Cash Balance Plan, Total assets ($B): 0.002873682 · Participants: 26Innovative Machining Inc Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Innovative Machining Inc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Innovative Machining Inc Cash Balance Plan side-by-side with 3 peers →

Innovative Machining Inc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Folger Shakespeare Library Staff Retirement Plan in MA ($3M); by covered participants it is Brookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Income Plan in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Innovative Machining Inc Cash Balance Plan assets move in 2022? ▼
Innovative Machining Inc Cash Balance Plan surged - up 32.1% during 2022, from $2M to $3M. Reported net income was $699K.
How have Innovative Machining Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovative Machining Inc's sponsor-wide assets grew 6.9%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Innovative Machining Inc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Folger Shakespeare Library Staff Retirement Plan in MA ($3M, 26 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Innovative Machining Inc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Income Plan in NY (26 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 770455336.

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.