401(k) · DOL Form 5500 · 2023
Ohio Machinery Co. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 478
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $42,950
- Avg per participant Low balance/head
Official DOL plan name: Ohio Cat Union 401(k) Plan · Sponsored by Ohio Machinery Co. · Ohio · Other Services
$21M in assets, 478 participants
Ohio Machinery Co.'s Ohio Cat Union 401(k) Plan reported $21M in total assets and 478 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,709 in Other Services (7,857 peers)
2023 asset change
Ohio Cat Union 401(k) Plan grew sharply 22.1% in 2023 ($17M → $21M) for 478 participants.
- #6,709
- in Other Services (7,857 peers)
- +22.1%
- assets growth YoY
Ohio Cat Union 401(k) Plan's outsized position by total assets
Ohio Cat Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,530,313 Top 27% higher than 73% 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
Ohio Cat Union 401(k) 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. Ohio Cat Union 401(k) Plan sits mid-pack in the medium band (478 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ohio Cat Union 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Ohio Cat Union 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Ohio Cat Union 401(k) Plan reported participants fell from 490 in the plan year 2022 filing to 478 in the plan year 2023 filing.
DOL schedule card
Filing strip 340672363 · Ohio Machinery Co. PY 2023 · 401(k)
Ohio Cat Union 401(k) Plan · $21M · 478 · 73rd
- EOY $21M
- EOY 478
- EOY 73rd
- EOY 401(k)
- EOY near The Michelson Organization Savings Investment Plan
- EOY ind #6709
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 Ohio →
Ohio Cat Union 401(k) Plan in the asset neighbourhood
Ohio Machinery Co. years around the 2023 move
Sponsor-wide plan assets over time
All Ohio Machinery Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 1.6196997555735382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,809 | $164M |
| 2023 | 3 | 1,875 | $195M |
| 2024 | 2 | 1,770 | $161M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 340672363 |
| Plan Effective Date | 2003-04-26 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Ohio Cat Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is The Michelson Organization Savings Investment Plan in MO ($21M); by covered participants it is Chromalox, Inc. Employee Savings Investment Plan in PA (478 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- The Michelson Organization Savings Investment Plan (MO) $21M · 174
- Seedorff 401(k) Savings Plan (IA) $21M · 234
- Merrimack Valley Credit Union 401(k) Plan (MA) $21M · 190
- R. W. Griffin Feed Seed & Fertilizer 401(k) Plan (GA) $21M · 439
Similar participant headcount
Nearest other-state filings by covered participants (478 participants); asset peers above are excluded.
- Chromalox, Inc. Employee Savings Investment Plan (PA) 478 · 0 off
- The Standex Retirement Savings Plan (NH) 478 · 0 off
- Aphena Pharma Solutions 401(k) Plan (TN) 478 · 0 off
- Dmi 401(k) Retirement Plan (IN) 478 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.