401(k) · DOL Form 5500 · 2023

Pacific Machinery & Tool Steel Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
45
Participants Small participant base
46th
Percentile by assets National rank
$122,770
Avg per participant Near avg balance/head
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Official DOL plan name: P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan · Sponsored by Pacific Machinery & Tool Steel Company · Oregon · Wholesale Trade

$6M in assets, 45 participants

Pacific Machinery & Tool Steel Company's P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan reported $6M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,249 in Wholesale Trade (6,309 peers)

Pacific Machinery & Tool Steel Company multi-year trail

Pacific Machinery & Tool Steel Company's plans moved +16.4% in assets from 2022 to 2024; this filing shows P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan at $6M / 45 participants.

#2,249
in Wholesale Trade (6,309 peers)
+8.0%
assets growth YoY

P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan vs every filed plan by assets

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

$5,524,667 46th percentile higher than 46% 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

P.M. & T.S. Co. Tax Sheltered Retirement Savings 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. P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $407K in the plan year 2023 filing.
  • P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan reported participants fell from 46 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930245680 · Pacific Machinery & Tool Steel Company PY 2023 · 401(k)

P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan · $6M · 45 · 46th

  • NET $6M
  • BOOK 45
  • VS-ST 46th
  • BOY 401(k)
  • SCH near Observepoint, Inc. 401(k) Plan
  • EBSA ind #2249

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 Wholesale Trade retirement plans → · Plans in Oregon →

P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan in the asset neighbourhood

New Hope Integrated Behavioral Health Care 401(k) Retirement PlanNew Hope Integrated Behavior…$6MP.M. & T.S. Co. Tax Sheltered Retirement Savings PlanP.M. & T.S. Co. Tax Sheltere…$6MObservepoint, Inc. 401(k) PlanObservepoint, Inc. 401(k) Pl…$6MThe Marine Mammal Center 401(k) Psp & TrustThe Marine Mammal Center 401…$6MFoti, Flynn, Lowen & Company PC 401(k) Profit Sharing Plan and TrustFoti, Flynn, Lowen & Company…$6M
End-of-year total assets ($M) among P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pacific Machinery & Tool Steel Company multi-year asset trail

Sponsor-wide plan assets over time

All Pacific Machinery & Tool Steel Company plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.435301844476488% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.12M $5.96M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 46 $5M
2023 1 45 $6M
2024 1 46 $6M

Pacific Machinery & Tool Steel Company filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$407K
Employer EIN930245680
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan, Total assets ($B): 0.005524667 · Participants: 45P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan side-by-side with 3 peers →

P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Observepoint, Inc. 401(k) Plan in UT ($6M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan assets move in 2023? ▼
P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan grew at a solid clip - up 8.0% during 2023, from $5M to $6M. Reported net income was $407K.
How have Pacific Machinery & Tool Steel Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Machinery & Tool Steel Company's sponsor-wide assets grew 16.4%, from $5M to $6M.
Which 401(k) plans are similar in size to P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Observepoint, Inc. 401(k) Plan in UT ($6M, 52 participants).
Which 401(k) plans cover a similar participant headcount to P.M. & T.S. Co. Tax Sheltered Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M 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 930245680.

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.