401(k) · DOL Form 5500 · 2023

Climax Portable Machine Tools, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
130
Participants Small participant base
69th
Percentile by assets National rank
$125,079
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Climax Portable Machine Tools, Inc. Employee Savings Plan · Sponsored by Climax Portable Machine Tools, Inc. · Oregon · Manufacturing

$16M in assets, 130 participants

Climax Portable Machine Tools, Inc.'s Climax Portable Machine Tools, Inc. Employee Savings Plan reported $16M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,785 in Manufacturing (18,722 peers)

Coverage in Oregon

Climax Portable Machine Tools, Inc. Employee Savings Plan covers 130 participants in Oregon, about 29% of the average Oregon filer (state average ~443 per filing). Assets: $16M.

#10,785
in Manufacturing (18,722 peers)
+19.7%
assets growth YoY

Climax Portable Machine Tools, Inc. Employee Savings Plan's outsized position by total assets

Climax Portable Machine Tools, Inc. Employee Savings Plan vs every filed plan by assets

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

$16,260,279 Top 31% higher than 69% 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

Climax Portable Machine Tools, Inc. Employee Savings 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. Climax Portable Machine Tools, Inc. Employee Savings Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Climax Portable Machine Tools, Inc. Employee Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Climax Portable Machine Tools, Inc. Employee Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Climax Portable Machine Tools, Inc. Employee Savings Plan reported participants rose from 124 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930553883 · Climax Portable Machine Tools, Inc. PY 2023 · 401(k)

Climax Portable Machine Tools, Inc. Employee Savings Plan · $16M · 130 · 69th

  • EIN $16M
  • RANK 130
  • PHOTO 69th
  • IND 401(k)
  • EOY near Haribo of America Retirement Savings Plan
  • 5500 ind #10785

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 Oregon →

Climax Portable Machine Tools, Inc. Employee Savings Plan in the asset neighbourhood

Climax Portable Machine Tools, Inc. Employee Savings PlanClimax Portable Machine Tool…$16MHaribo of America Retirement Savings PlanHaribo of America Retirement…$16MWeber Distribution, LLC 401(k) PlanWeber Distribution, LLC 401(…$16MSafe Haven Security 401(k) PlanSafe Haven Security 401(k) P…$16MEverstream Solutions LLC 401(k) Profit Sharing Plan & TrustEverstream Solutions LLC 401…$16M
End-of-year total assets ($M) among Climax Portable Machine Tools, Inc. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN930553883
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Climax Portable Machine Tools, Inc.)

Sponsor-wide plan assets over time

All Climax Portable Machine Tools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $13.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 124 $14M
2023 1 130 $16M
2024 1 139 N/A

Nearby 401(k) Plans in Oregon

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

Climax Portable Machine Tools, Inc. Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Climax Portable Machine Tools, Inc. Employee Savings Plan, Total assets ($B): 0.016260279 · Participants: 130Climax Portable Machine Tools, Inc. Employee 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
Climax Portable Machine Tools, Inc. Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Climax Portable Machine Tools, Inc. Employee Savings Plan side-by-side with 3 peers →

Climax Portable Machine Tools, Inc. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Haribo of America Retirement Savings Plan in IL ($16M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Climax Portable Machine Tools, Inc. Employee Savings Plan assets move in 2023? ▼
Climax Portable Machine Tools, Inc. Employee Savings Plan grew sharply - up 19.7% during 2023, from $14M to $16M. Reported net income was $3M.
Which 401(k) plans are similar in size to Climax Portable Machine Tools, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Haribo of America Retirement Savings Plan in IL ($16M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Climax Portable Machine Tools, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 930553883.

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.