Defined Benefit (Pension) · DOL Form 5500 · 2023
Association of Equipment Manufacturers Pension Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $116,588
- Avg per participant Below avg balance/head
Official DOL plan name: Association of Equipment Manufacturers Pension Plan · Sponsored by Association of Equipment Manufacturers · Wisconsin · Other Services
$9M in assets, 77 participants
Association of Equipment Manufacturers's Association of Equipment Manufacturers Pension Plan reported $9M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #5,875 in Other Services (7,857 peers)
2023 asset change
Association of Equipment Manufacturers Pension Plan contracted severely 54.2% in 2023 ($20M → $9M) for 77 participants.
- #5,875
- in Other Services (7,857 peers)
- -54.2%
- assets change YoY
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Association of Equipment Manufacturers Pension Plan's mid-pack asset rank among Other Services and all filers
Association of Equipment Manufacturers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,977,248 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Association of Equipment Manufacturers Pension 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. Association of Equipment Manufacturers Pension Plan is a small filing (77 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Association of Equipment Manufacturers Pension Plan reported net income fell from -$3M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Association of Equipment Manufacturers Pension Plan end-of-year assets fell from $20M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Association of Equipment Manufacturers Pension Plan reported participants fell from 92 in the plan year 2022 filing to 77 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311796607 · Association of Equipment Manufacturers PY 2023 · Defined Benefit (Pension)
Association of Equipment Manufacturers Pension Plan · $9M · 77 · 56th
- ASSETS $9M
- PCT 77
- EIN 56th
- RANK Defined Benefit (Pension)
- PHOTO near Red Spot Paint & Varnish Co., Inc. Retirement Income Plan
- IND ind #5875
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 Wisconsin →
Association of Equipment Manufacturers Pension Plan in the asset neighbourhood
Association of Equipment Manufacturers years around the 2023 move
Sponsor-wide plan assets over time
All Association of Equipment Manufacturers plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 8.053681091090551% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 191 | $31M |
| 2023 | 2 | 172 | $21M |
| 2024 | 2 | 158 | $28M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$11M |
| Employer EIN | 311796607 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Association of Equipment Manufacturers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Red Spot Paint & Varnish Co., Inc. Retirement Income Plan in IN ($9M); by covered participants it is American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof in IN (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof (IN) 77 · 0 off
- Continental Motors UAW Pension Plan (AL) 77 · 0 off
- The Stride Rite Corporation Retirement Income Plan (MI) 77 · 0 off
- Huron Valley Steel Corporation Employees' Retirement Plan (MI) 77 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.