401(k) · DOL Form 5500 · 2022

Board of Trustees of the Machinists Retirement and Savings Plan 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
3,224
Participants Above avg headcount
91st
Percentile by assets National rank
$23,902
Avg per participant Low balance/head
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Official DOL plan name: Machinists Retirement and Savings Plan · Sponsored by Board of Trustees of the Machinists Retirement and Savings Plan · Washington · Manufacturing

$77M in assets, 3,224 participants

Board of Trustees of the Machinists Retirement and Savings Plan's Machinists Retirement and Savings Plan reported $77M in total assets and 3,224 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #17,864 in Manufacturing (20,602 peers)

Coverage in Washington

Machinists Retirement and Savings Plan covers 3,224 participants in Washington, 2.2x the typical Washington plan (state average ~1,476 per filing). Assets: $77M.

#17,864
in Manufacturing (20,602 peers)
-15.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Machinists Retirement and Savings Plan's outsized position by total assets

Machinists Retirement and Savings Plan vs every filed plan by assets

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

$77,059,021 Top 9% higher than 91% 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

Machinists Retirement and Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Machinists Retirement and Savings Plan lands in the large band (3,224 participants).

Form 5500 schedule snapshot

Filing strip 930396511 · Board of Trustees of the Machinists Retirement and Savings Plan PY 2022 · 401(k)

Machinists Retirement and Savings Plan · $77M · 3,224 · 91st

  • EOY $77M
  • 5500 3,224
  • ASSETS 91st
  • PCT 401(k)
  • EIN near Klj Solutions Holding Co. 401(k) Profit Sharing Plan
  • RANK ind #17864

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 Washington →

Machinists Retirement and Savings Plan in the asset neighbourhood

Caris Science Inc. 401(k) PlanCaris Science Inc. 401(k) Pl…$77MEat'n Park Hospitality Group 401(k) Profit SharingEat'n Park Hospitality Group…$77MMachinists Retirement and Savings PlanMachinists Retirement and Sa…$77MKlj Solutions Holding Co. 401(k) Profit Sharing PlanKlj Solutions Holding Co. 40…$77MAndersen Construction Company 401(k) Profit Sharing Plan and TrustAndersen Construction Compan…$77M
End-of-year total assets ($M) among Machinists Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$77M
Net Income-$14M
Employer EIN930396511
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Machinists Retirement and Savings Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Machinists Retirement and Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$107M 38.81739296947465% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.1M $107M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 3,224 $77M
2023 1 3,103 $94M
2024 1 2,876 $107M

Nearby 401(k) Plans in Washington

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

Machinists Retirement and Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Machinists Retirement and Savings Plan, Total assets ($B): 0.077059021 · Participants: 3224Machinists Retirement and Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Machinists Retirement and Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Machinists Retirement and Savings Plan side-by-side with 3 peers →

Machinists Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Klj Solutions Holding Co. 401(k) Profit Sharing Plan in ND ($77M); by covered participants it is Arch Resources, Inc. 401(k) Plan in MO (3,225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,224 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 Machinists Retirement and Savings Plan assets move in 2022? ▼
Machinists Retirement and Savings Plan declined sharply - down 15.6% during 2022, from $91M to $77M. Reported net income was -$14M.
How have Board of Trustees of the Machinists Retirement and Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Machinists Retirement and Savings Plan's sponsor-wide assets grew 38.8%, from $77M to $107M.
Where does Machinists Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Machinists Retirement and Savings Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Machinists Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Klj Solutions Holding Co. 401(k) Profit Sharing Plan in ND ($77M, 499 participants).
Which 401(k) plans cover a similar participant headcount to Machinists Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arch Resources, Inc. 401(k) Plan in MO (3,225 participants, $512M 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 930396511.

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.