401(k) · DOL Form 5500 · 2023

Rotating Machinery Services, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
315
Participants Below avg headcount
78th
Percentile by assets National rank
$89,029
Avg per participant Below avg balance/head
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Official DOL plan name: Rotating Machinery Services, Inc. 401(k) P/S Plan · Sponsored by Rotating Machinery Services, Inc. · Pennsylvania · Professional & Technical Services

$28M in assets, 315 participants

Rotating Machinery Services, Inc.'s Rotating Machinery Services, Inc. 401(k) P/S Plan reported $28M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,979 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Rotating Machinery Services, Inc. 401(k) P/S Plan covers 315 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.

#15,979
in Professional & Technical Services (20,321 peers)
+20.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rotating Machinery Services, Inc. 401(k) P/S Plan's outsized position by total assets

Rotating Machinery Services, Inc. 401(k) P/S Plan vs every filed plan by assets

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

$28,044,093 Top 22% higher than 78% 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

Rotating Machinery Services, Inc. 401(k) P/S 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. Rotating Machinery Services, Inc. 401(k) P/S Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rotating Machinery Services, Inc. 401(k) P/S Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Rotating Machinery Services, Inc. 401(k) P/S Plan reported participants rose from 224 in the plan year 2022 filing to 315 in the plan year 2023 filing.
  • Rotating Machinery Services, Inc. 401(k) P/S Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232950867 · Rotating Machinery Services, Inc. PY 2023 · 401(k)

Rotating Machinery Services, Inc. 401(k) P/S Plan · $28M · 315 · 78th

  • RANK $28M
  • PHOTO 315
  • IND 78th
  • EOY 401(k)
  • 5500 near Ugsoa Retirement Plan
  • ASSETS ind #15979

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Rotating Machinery Services, Inc. 401(k) P/S Plan in the asset neighbourhood

Ugsoa Retirement Plan$28MPropex 401(k) Savings Plan$28MRotating Machinery Services, Inc. 401(k) P/S PlanRotating Machinery Services,…$28MBridgford Foods Retirement Savings 401(k) PlanBridgford Foods Retirement S…$28MMccollister's Transportation Systems, Inc. 401(k) Savings PlanMccollister's Transportation…$28M
End-of-year total assets ($M) among Rotating Machinery Services, Inc. 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN232950867
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rotating Machinery Services, Inc.)

Sponsor-wide plan assets over time

All Rotating Machinery Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 60.03056201034392% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.3M $37.2M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 224 $23M
2023 1 315 $28M
2024 1 380 $37M

Nearby 401(k) Plans in Pennsylvania

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

Rotating Machinery Services, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Rotating Machinery Services, Inc. 401(k) P/S Plan, Total assets ($B): 0.028044093 · Participants: 315Rotating Machinery Services, Inc. 401(k) P/S 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
Rotating Machinery Services, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Rotating Machinery Services, Inc. 401(k) P/S Plan side-by-side with 3 peers →

Rotating Machinery Services, Inc. 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ugsoa Retirement Plan in MA ($28M); by covered participants it is Surefire, LLC 401(k) Plan in CA (315 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Rotating Machinery Services, Inc. 401(k) P/S Plan assets move in 2023? ▼
Rotating Machinery Services, Inc. 401(k) P/S Plan grew sharply - up 20.5% during 2023, from $23M to $28M. Reported net income was $5M.
How have Rotating Machinery Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotating Machinery Services, Inc.'s sponsor-wide assets grew 60.0%, from $23M to $37M.
Where does Rotating Machinery Services, Inc. 401(k) P/S Plan rank by assets among Form 5500 filers? ▼
Rotating Machinery Services, Inc. 401(k) P/S Plan ranks in the 78th 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 Rotating Machinery Services, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ugsoa Retirement Plan in MA ($28M, 1,752 participants).
Which 401(k) plans cover a similar participant headcount to Rotating Machinery Services, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surefire, LLC 401(k) Plan in CA (315 participants, $20M 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 232950867.

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.