401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$94M
Total assets Below avg plan size
3,103
Participants Above avg headcount
91st
Percentile by assets National rank
$30,423
Avg per participant Low balance/head
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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.

  • #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.

#16,144
in Manufacturing (18,722 peers)
+22.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Machinists Retirement and Savings Plan's outsized position 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

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

Machinists Retirement and Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Machinists Retirement and Savings Plan lands in the large band (3,103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 930396511 · Board of Trustees of the Machinists Retirement and Savings Plan PY 2023 · 401(k)

Machinists Retirement and Savings Plan · $94M · 3,103 · 91st

  • EIN $94M
  • RANK 3,103
  • PHOTO 91st
  • IND 401(k)
  • EOY near The Aafp 401(k) Plan
  • 5500 ind #16144

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 Washington →

Machinists Retirement and Savings Plan in the asset neighbourhood

The Orvis Company 401(k) Plan$94MMachinists Retirement and Savings PlanMachinists Retirement and Sa…$94MThe Aafp 401(k) Plan$94MBhp Minerals USA Retirement Savings PlanBhp Minerals USA Retirement …$94MFreeport Lng 401(k) Plan$94M
End-of-year total assets ($M) among Machinists Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$94M
Net Income$17M
Employer EIN930396511
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees of the Machinists Retirement and Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$107M 38.81739296947465% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.1M $107M ▲ +38.8%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Machinists Retirement and Savings Plan, Total assets ($B): 0.094402784 · Participants: 3103Machinists Retirement and Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Machinists Retirement and Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Machinists Retirement and Savings Plan side-by-side with 3 peers →

Machinists Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is The Aafp 401(k) Plan in KS ($94M); by covered participants it is Martinrea Industries, Inc. Employee Savings and Investment Plan in MI (3,103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,103 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 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).
Which 401(k) plans cover a similar participant headcount to Machinists Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Martinrea Industries, Inc. Employee Savings and Investment Plan in MI (3,103 participants, $104M 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 930396511.

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.