Defined Benefit (Pension) · DOL Form 5500 · 2023

Innovative Machining Inc Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
33
Participants Small participant base
41st
Percentile by assets National rank
$125,497
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Innovative Machining Inc Cash Balance Plan · Sponsored by Innovative Machining Inc · California · Manufacturing

$4M in assets, 33 participants

Innovative Machining Inc's Innovative Machining Inc Cash Balance Plan reported $4M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,500 in Manufacturing (18,722 peers)

2023 asset change

Innovative Machining Inc Cash Balance Plan surged 44.1% in 2023 ($3M → $4M) for 33 participants.

#4,500
in Manufacturing (18,722 peers)
+44.1%
assets growth YoY

Innovative Machining Inc Cash Balance Plan's mid-pack asset rank among Manufacturing and all filers

Innovative Machining Inc Cash Balance Plan vs every filed plan by assets

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

$4,141,394 41st percentile higher than 41% 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

Innovative Machining Inc Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innovative Machining Inc Cash Balance Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Innovative Machining Inc Cash Balance Plan reported net income rose from $699K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Innovative Machining Inc Cash Balance Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Innovative Machining Inc Cash Balance Plan reported participants rose from 26 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770455336 · Innovative Machining Inc PY 2023 · Defined Benefit (Pension)

Innovative Machining Inc Cash Balance Plan · $4M · 33 · 41st

  • VS-ST $4M
  • VS-ST 33
  • VS-ST 41st
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Rotterdam Ventures, Inc. Employees' Pension Plan
  • VS-ST ind #4500

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 California →

Innovative Machining Inc Cash Balance Plan in the asset neighbourhood

Rotterdam Ventures, Inc. Employees' Pension PlanRotterdam Ventures, Inc. Emp…$4MMarriagemax, Inc. Defined Benefit Plan & TrustMarriagemax, Inc. Defined Be…$4MCp Industries Holdings, Inc. Collective Bargaining Employees Pension PlanCp Industries Holdings, Inc.…$4MInnovative Machining Inc Cash Balance PlanInnovative Machining Inc Cas…$4MThe Retirement Plan of the Amalgamated Insurance FundThe Retirement Plan of the A…$4M
End-of-year total assets ($M) among Innovative Machining Inc Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Innovative Machining Inc years around the 2023 move

Sponsor-wide plan assets over time

All Innovative Machining Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.906320632330716% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.99M $3.2M ▲ +7.0%
Year Plans Participants Total Assets
2022 2 50 $3M
2023 2 66 $4M
2024 2 58 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN770455336
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Innovative Machining Inc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Innovative Machining Inc Cash Balance Plan, Total assets ($B): 0.004141394 · Participants: 33Innovative Machining Inc Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Innovative Machining Inc Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Innovative Machining Inc Cash Balance Plan side-by-side with 3 peers →

Innovative Machining Inc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Rotterdam Ventures, Inc. Employees' Pension Plan in NY ($4M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Innovative Machining Inc Cash Balance Plan assets move in 2023? ▼
Innovative Machining Inc Cash Balance Plan surged - up 44.1% during 2023, from $3M to $4M. Reported net income was $1M.
How have Innovative Machining Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovative Machining Inc's sponsor-wide assets grew 6.9%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Innovative Machining Inc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rotterdam Ventures, Inc. Employees' Pension Plan in NY ($4M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Innovative Machining Inc Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M 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 770455336.

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.