401(k)
2023 plan-year 401(k) DOL Form 5500

Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Thaler Machine Company LLC · Ohio · Manufacturing

What the 2023 filing shows

Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust holds $6M for 113 participants — about $56,736 per participant, up 16.9% over the 2023 plan year.

$6M
total plan assets (2023 EOY)
113
covered participants
$56,736
avg assets per participant
+16.9%
assets growth YoY
Total Assets (2023)
$6M
Participants
113
State
Industry
Manufacturing

What the Filing Says About Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust

Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Thaler Machine Company LLC, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 113 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 844259995, and the plan has been effective since 1974-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2023 to $6M at year-end — a gain of 16.9%. Net assets (after liabilities) closed the year at $6M, with reported net income of $929K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$929K
Plan Type401(k)
Employer EIN844259995
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thaler Machine Company LLC)

Year Plans Participants Total Assets
2022 1 129 $5M
2023 1 113 $6M
2024 1 116 $7M

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Frequently Asked Questions

How much money is in the Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust?
As of the 2023 Form 5500 filing, Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust holds $6M in total assets with 113 participants. It is sponsored by Thaler Machine Company LLC.
What type of plan is Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust?
Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 1974-07-01. The plan is filed with the U.S. Department of Labor under EIN 844259995.
Who sponsors the Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust?
Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust is sponsored by Thaler Machine Company LLC, located in Ohio. The sponsor's EIN is 844259995 and the plan operates in the Manufacturing industry.
How did Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust perform in 2023?
Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust grew by 16.9% during 2023, moving from $5M to $6M in total assets. Net income was $929K.
Where can I find official filings for Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 844259995 or plan name at efast.dol.gov.
How does Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Thaler Machine Company LLC 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 844259995.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.