401(k) · DOL Form 5500 · 2023

Machine Building Specialties 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 22
Participants Small participant base: 37th
Percentile by assets National rank: $149,515
Avg per participant Above avg balance/head

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Official DOL plan name: Machine Building Specialties, Inc. Retirement Trust · Sponsored by Machine Building Specialties · California · Professional & Technical Services

$3M in assets, 22 participants

Machine Building Specialties's Machine Building Specialties, Inc. Retirement Trust reported $3M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#6,923 in Professional & Technical Services (20,321 peers)

Machine Building Specialties multi-year trail

Machine Building Specialties's plans moved +21.7% in assets from 2022 to 2024; this filing shows Machine Building Specialties, Inc. Retirement Trust at $3M / 22 participants.

#6,923
in Professional & Technical Services (20,321 peers): +22.2%
assets growth YoY

Machine Building Specialties, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Machine Building Specialties, Inc. Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,289,319 37th percentile higher than 37% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Machine Building Specialties, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Machine Building Specialties, Inc. Retirement Trust is a small filing (22 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Machine Building Specialties, Inc. Retirement Trust reported net income rose from -$434K in the plan year 2022 filing to $598K in the plan year 2023 filing.
Machine Building Specialties, Inc. Retirement Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Machine Building Specialties, Inc. Retirement Trust reported participants rose from 20 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 933508661 · Machine Building Specialties PY 2023 · 401(k)

Machine Building Specialties, Inc. Retirement Trust · $3M · 22 · 37th

PART $3M
TYPE 22
NET 37th
BOOK 401(k)
VS-ST near Success Today Staffing, LLC 401(k) Plan
BOY ind #6923

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Machine Building Specialties, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Machine Building Specialties multi-year asset trail

Latest sponsor-wide plan assets: $3M 21.7012189729653% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	20	$3M
2023	1	22	$3M
2024	1	17	$3M

Machine Building Specialties filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$598K
Employer EIN	933508661
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Machine Building Specialties, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Machine Building Specialties, Inc. Retirement Trust side-by-side with 3 peers →

Machine Building Specialties, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Success Today Staffing, LLC 401(k) Plan in MI ($3M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Success Today Staffing, LLC 401(k) Plan (MI) $3M · 240
Lakeway Publishers, Inc. 401(k) Retirement Plan (TN) $3M · 191
Western Shamrock Corporation 401(k) Plan (TX) $3M · 402
Dynamic Transit Company 401(k) Profit Sharing Plan (MO) $3M · 190

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 22 · 0 off
Ulrich Consulting Group 401(k) Profit Sharing Plan (NM) 22 · 0 off
Zimmerman Edelson Inc. 401(k) Profit Sharing Plan (NY) 22 · 0 off
First Bank ESOP/401(k) (OK) 22 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Machine Building Specialties, Inc. Retirement Trust assets move in 2023? ▼

Machine Building Specialties, Inc. Retirement Trust grew sharply - up 22.2% during 2023, from $3M to $3M. Reported net income was $598K.

How have Machine Building Specialties plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Machine Building Specialties's sponsor-wide assets grew 21.7%, from $3M to $3M.

Which 401(k) plans are similar in size to Machine Building Specialties, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Success Today Staffing, LLC 401(k) Plan in MI ($3M, 240 participants).

Which 401(k) plans cover a similar participant headcount to Machine Building Specialties, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 933508661.