401(k) · DOL Form 5500 · 2023

Board of Trustees of the Machinists Retirement and Savings Plan 401(k) Plan

Data updated 2026-08-11

$94M
Total assets: 3,103
Participants: 91st
Percentile by assets: $30,423
Avg per participant

Official DOL plan name: Machinists Retirement and Savings Plan · Sponsored by Board of Trustees of the Machinists Retirement and Savings Plan · Washington · Manufacturing

$94M in assets, 3,103 participants

Board of Trustees of the Machinists Retirement and Savings Plan's Machinists Retirement and Savings Plan reported $94M in total assets and 3,103 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#16,144 in Manufacturing (18,722 peers)

Coverage in Washington

Machinists Retirement and Savings Plan covers 3,103 participants in Washington, 2.1x the typical Washington plan (state average ~1,476 per filing). Assets: $94M.

$94M
total plan assets (2023 EOY): 3,103
covered participants: 91st
percentile by assets (of 127,072 plans): $30,423
avg assets per participant

Where Machinists Retirement and Savings Plan sits by total assets

Machinists Retirement and Savings Plan vs every filed plan by assets

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

$94,402,784 Top 9% higher than 91% 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

Machinists Retirement and Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Machinists Retirement and Savings Plan end-of-year assets rose from $77M in the plan year 2022 filing to $94M in the plan year 2023 filing.
Machinists Retirement and Savings Plan reported participants fell from 3,224 in the plan year 2022 filing to 3,103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Washington

Industry

Manufacturing

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Machinists Retirement and Savings Plan reports 3,103 participants - 2.1x that state average ($94M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)	$77M
Net Assets (End of Year)	$94M
Net Income	$17M
Employer EIN	930396511
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of the Machinists Retirement and Savings Plan)

Total plan assets by year, all Board of Trustees of the Machinists Retirement and Savings Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	3,224	$77M
2023	1	3,103	$94M
2024	1	2,876	$107M

Nearby 401(k) Plans in Washington

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

Machinists Retirement and Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
Costco 401(k) Retirement Plan $33.4B · 192,744
T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
401(k) Savings Plan $8.1B · 87,590

Compare Machinists Retirement and Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Machinists Retirement and Savings Plan by total assets, not by location.

The Aafp 401(k) Plan (KS) $94M · 361
Bhp Minerals USA Retirement Savings Plan (AZ) $94M · 226
Freeport Lng 401(k) Plan (TX) $94M · 431
The Orvis Company 401(k) Plan (VT) $94M · 1,685

Frequently Asked Questions

How did Machinists Retirement and Savings Plan assets move in 2023? ▼

Machinists Retirement and Savings Plan grew sharply - up 22.5% during 2023, from $77M to $94M. Reported net income was $17M.

How have Board of Trustees of the Machinists Retirement and Savings Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of the Machinists Retirement and Savings Plan's sponsor-wide assets grew 38.8%, from $77M to $107M.

Where does Machinists Retirement and Savings Plan rank by assets among Form 5500 filers? ▼

Machinists Retirement and Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Machinists Retirement and Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Aafp 401(k) Plan in KS ($94M, 361 participants).

Next read for Machinists Retirement and Savings Plan

Filing takeaways

Ways to act on Machinists Retirement and Savings Plan's numbers.

By total assets, Machinists Retirement and Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
Board of Trustees of the Machinists Retirement and Savings Plan's sponsor-wide assets have grown 38.8% since 2022 across 3 plan years on file. More Manufacturing plans

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 930396511.