Defined Benefit (Pension) · DOL Form 5500 · 2022

Ohio Machinery Co. Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
258
Participants Below avg headcount
86th
Percentile by assets National rank
$159,880
Avg per participant Above avg balance/head
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Official DOL plan name: Ohio Cat Employees' Retirement Plan · Sponsored by Ohio Machinery Co. · Ohio · Other Services

$41M in assets, 258 participants

Ohio Machinery Co.'s Ohio Cat Employees' Retirement Plan reported $41M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,852 in Other Services (8,398 peers)

Coverage in Ohio

Ohio Cat Employees' Retirement Plan covers 258 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $41M.

#7,852
in Other Services (8,398 peers)
-1.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $527K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ohio Cat Employees' Retirement Plan's outsized position by total assets

Ohio Cat Employees' Retirement Plan vs every filed plan by assets

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

$41,248,971 Top 14% higher than 86% 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

Ohio Cat Employees' Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Cat Employees' Retirement Plan sits mid-pack in the medium band (258 participants).

Plan-year Form 5500 strip

Filing strip 340672363 · Ohio Machinery Co. PY 2022 · Defined Benefit (Pension)

Ohio Cat Employees' Retirement Plan · $41M · 258 · 86th

  • VS-ST $41M
  • VS-ST 258
  • VS-ST 86th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan
  • VS-ST ind #7852

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 Other Services retirement plans → · Plans in Ohio →

Ohio Cat Employees' Retirement Plan in the asset neighbourhood

Oregon Education Association Staff Pension PlanOregon Education Association…$41MOhio Cat Employees' Retirement PlanOhio Cat Employees' Retireme…$41MThe Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement PlanThe Pennsylvania Lumbermens …$41MLumber Employees Local 786 Retirement FundLumber Employees Local 786 R…$41MOregon District Foundry Pension PlanOregon District Foundry Pens…$41M
End-of-year total assets ($M) among Ohio Cat Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$41M
Net Income-$527K
Employer EIN340672363
Plan Effective Date1955-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Machinery Co.)

Sponsor-wide plan assets over time

All Ohio Machinery Co. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 1.6196997555735382% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $164M $161M ▼ -1.6%
Year Plans Participants Total Assets
2022 3 1,809 $164M
2023 3 1,875 $195M
2024 2 1,770 $161M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ohio Cat Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Ohio Cat Employees' Retirement Plan, Total assets ($B): 0.041248971 · Participants: 258Ohio Cat Employees' Retirement PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Ohio Cat Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Ohio Cat Employees' Retirement Plan side-by-side with 3 peers →

Ohio Cat Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan in PA ($41M); by covered participants it is Pontifical Catholic University of Puerto Rico Pension Plan in PR (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Ohio Cat Employees' Retirement Plan assets move in 2022? ▼
Ohio Cat Employees' Retirement Plan edged down modestly - down 1.3% during 2022, from $42M to $41M. Reported net income was -$527K.
How have Ohio Machinery Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Machinery Co.'s sponsor-wide assets declined 1.6%, from $164M to $161M.
Where does Ohio Cat Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Ohio Cat Employees' Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ohio Cat Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan in PA ($41M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ohio Cat Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pontifical Catholic University of Puerto Rico Pension Plan in PR (258 participants, $37M 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 340672363.

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.