401(k) · DOL Form 5500 · 2023

Pennsylvania Machine Works, LLC. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
274
Participants Below avg headcount
81st
Percentile by assets National rank
$122,215
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pmw 401(k) Plan · Sponsored by Pennsylvania Machine Works, LLC. · Pennsylvania · Manufacturing

$33M in assets, 274 participants

Pennsylvania Machine Works, LLC.'s Pmw 401(k) Plan reported $33M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,649 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Pmw 401(k) Plan covers 274 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $33M.

#13,649
in Manufacturing (18,722 peers)
+20.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pmw 401(k) Plan's outsized position by total assets

Pmw 401(k) Plan vs every filed plan by assets

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

$33,486,917 Top 19% higher than 81% 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

Pmw 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pmw 401(k) Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pmw 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pmw 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Pmw 401(k) Plan reported participants fell from 284 in the plan year 2022 filing to 274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231988630 · Pennsylvania Machine Works, LLC. PY 2023 · 401(k)

Pmw 401(k) Plan · $33M · 274 · 81st

  • PART $33M
  • PART 274
  • PART 81st
  • PART 401(k)
  • PART near Money Management International 401(k) Retirement Plan
  • PART ind #13649

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 Pennsylvania →

Pmw 401(k) Plan in the asset neighbourhood

Pmw 401(k) Plan$33MMoney Management International 401(k) Retirement PlanMoney Management Internation…$33MApplied Optoelectronics, Inc. 401(k) PlanApplied Optoelectronics, Inc…$33MChickasaw Holding Company Employees' 401(k) PlanChickasaw Holding Company Em…$33MProduction Sheet Metal Workers' Local 10 Retirement PlanProduction Sheet Metal Worke…$33M
End-of-year total assets ($M) among Pmw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN231988630
Plan Effective Date1982-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania Machine Works, LLC.)

Sponsor-wide plan assets over time

All Pennsylvania Machine Works, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 36.57634080224206% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.7M $37.9M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 284 $28M
2023 1 274 $33M
2024 1 286 $38M

Nearby 401(k) Plans in Pennsylvania

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

Pmw 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pmw 401(k) Plan, Total assets ($B): 0.033486917 · Participants: 274Pmw 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Pmw 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pmw 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Money Management International 401(k) Retirement Plan in TX ($33M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Pmw 401(k) Plan assets move in 2023? ▼
Pmw 401(k) Plan grew sharply - up 20.8% during 2023, from $28M to $33M. Reported net income was $6M.
How have Pennsylvania Machine Works, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Machine Works, LLC.'s sponsor-wide assets grew 36.6%, from $28M to $38M.
Where does Pmw 401(k) Plan rank by assets among Form 5500 filers? ▼
Pmw 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pmw 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Money Management International 401(k) Retirement Plan in TX ($33M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Pmw 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 231988630.

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.