401(k) · DOL Form 5500 · 2023

International Association of Machinists 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
489
Participants Below avg headcount
88th
Percentile by assets National rank
$129,282
Avg per participant Near avg balance/head
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Official DOL plan name: Iamaw Great Lakes Joint Retirement Plan · Sponsored by International Association of Machinists · Michigan · Manufacturing

$63M in assets, 489 participants

International Association of Machinists's Iamaw Great Lakes Joint Retirement Plan reported $63M in total assets and 489 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,347 in Manufacturing (18,722 peers)

Where Iamaw Great Lakes Joint Retirement Plan sits by assets

Iamaw Great Lakes Joint Retirement Plan sits in the top quartile of all filed plans by assets, $63M for 489 participants (~$129,282/participant), up 8.6% in 2023.

#15,347
in Manufacturing (18,722 peers)
+8.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Iamaw Great Lakes Joint Retirement Plan's outsized position by total assets

Iamaw Great Lakes Joint Retirement Plan vs every filed plan by assets

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

$63,219,114 Top 12% higher than 88% 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

Iamaw Great Lakes Joint Retirement 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. Iamaw Great Lakes Joint Retirement Plan sits mid-pack in the medium band (489 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iamaw Great Lakes Joint Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Iamaw Great Lakes Joint Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Iamaw Great Lakes Joint Retirement Plan reported participants fell from 506 in the plan year 2022 filing to 489 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382614719 · International Association of Machinists PY 2023 · 401(k)

Iamaw Great Lakes Joint Retirement Plan · $63M · 489 · 88th

  • TYPE $63M
  • TYPE 489
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Morgan Properties 401(k) Plan
  • TYPE ind #15347

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 Michigan →

Iamaw Great Lakes Joint Retirement Plan in the asset neighbourhood

Master-Halco, Inc. Retirement Savings Value PlanMaster-Halco, Inc. Retiremen…$63MSavings Plan of Entergy Corporation and Subsidiaries VIIISavings Plan of Entergy Corp…$63MMandarin Oriental 401(k) Plan$63MIamaw Great Lakes Joint Retirement PlanIamaw Great Lakes Joint Reti…$63MMorgan Properties 401(k) Plan$63M
End-of-year total assets ($M) among Iamaw Great Lakes Joint Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$63M
Net Income$5M
Employer EIN382614719
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (International Association of Machinists)

Sponsor-wide plan assets over time

All International Association of Machinists plans reported in each filing year

Latest sponsor-wide plan assets
$65M 11.158750749527442% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $58.2M $64.7M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 506 $58M
2023 1 489 $63M
2024 1 397 $65M

Nearby 401(k) Plans in Michigan

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

Iamaw Great Lakes Joint Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Iamaw Great Lakes Joint Retirement Plan, Total assets ($B): 0.063219114 · Participants: 489Iamaw Great Lakes Joint Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Iamaw Great Lakes Joint Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Iamaw Great Lakes Joint Retirement Plan side-by-side with 3 peers →

Iamaw Great Lakes Joint Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Morgan Properties 401(k) Plan in PA ($63M); by covered participants it is Lusamerica 401(k) Plan in CA (489 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (489 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 Iamaw Great Lakes Joint Retirement Plan assets move in 2023? ▼
Iamaw Great Lakes Joint Retirement Plan grew at a solid clip - up 8.6% during 2023, from $58M to $63M. Reported net income was $5M.
How have International Association of Machinists plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Association of Machinists's sponsor-wide assets grew 11.2%, from $58M to $65M.
Where does Iamaw Great Lakes Joint Retirement Plan rank by assets among Form 5500 filers? ▼
Iamaw Great Lakes Joint Retirement Plan ranks in the 88th 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 Iamaw Great Lakes Joint Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morgan Properties 401(k) Plan in PA ($63M, 2,015 participants).
Which 401(k) plans cover a similar participant headcount to Iamaw Great Lakes Joint Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lusamerica 401(k) Plan in CA (489 participants, $7M 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 382614719.

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.