401(k) · DOL Form 5500 · 2023

Specialty Machines, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
73
Participants Small participant base
40th
Percentile by assets National rank
$54,189
Avg per participant Low balance/head
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Official DOL plan name: Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan · Sponsored by Specialty Machines, Inc. · Ohio · Manufacturing

$4M in assets, 73 participants

Specialty Machines, Inc.'s Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 73 participants in its 2023 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.

  • #4,348 in Manufacturing (18,722 peers)

Specialty Machines, Inc. multi-year trail

Specialty Machines, Inc.'s plans moved -18.1% in assets from 2022 to 2024; this filing shows Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan at $4M / 73 participants.

#4,348
in Manufacturing (18,722 peers)
+21.5%
assets growth YoY

Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,955,768 40th percentile higher than 40% of 127,068 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 2023

Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan reported net income rose from -$668K in the plan year 2022 filing to $700K in the plan year 2023 filing.
  • Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan reported participants rose from 67 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310520894 · Specialty Machines, Inc. PY 2023 · 401(k)

Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan · $4M · 73 · 40th

  • ASSETS $4M
  • ASSETS 73
  • ASSETS 40th
  • ASSETS 401(k)
  • ASSETS near Retirement Investment Fund Plan/Jacksonville Union Employees
  • ASSETS ind #4348

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 Ohio →

Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing PlanSpecialty Machines, Inc. and…$4MRetirement Investment Fund Plan/Jacksonville Union EmployeesRetirement Investment Fund P…$4MAustin Capital, LLC Retirement PlanAustin Capital, LLC Retireme…$4MCo-Op 401(k) Plan$4MSimpson Electric Company Profit Sharing PlanSimpson Electric Company Pro…$4M
End-of-year total assets ($M) among Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Specialty Machines, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Specialty Machines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.113990744824214% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.26M $2.67M ▼ -18.1%
Year Plans Participants Total Assets
2022 1 67 $3M
2023 1 73 $4M
2024 1 66 $3M

Specialty Machines, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$700K
Employer EIN310520894
Plan Effective Date1977-12-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003955768 · Participants: 73Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Retirement Investment Fund Plan/Jacksonville Union Employees in NY ($4M); by covered participants it is Dermatology Associates of Kentucky, P.S.C. 401(k) Profit Sharing Plan in KY (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.

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 Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.5% during 2023, from $3M to $4M. Reported net income was $700K.
How have Specialty Machines, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Specialty Machines, Inc.'s sponsor-wide assets declined 18.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Retirement Investment Fund Plan/Jacksonville Union Employees in NY ($4M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Specialty Machines, Inc. and Specialty Manufacturing Solutions, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Dermatology Associates of Kentucky, P.S.C. 401(k) Profit Sharing Plan in KY (73 participants, N/A in assets).