401(k) · DOL Form 5500 · 2023

Ohio Machinery Co. 401(k) Plan

Data updated 2026-08-11

$128M
Total assets
1,104
Participants
93rd
Percentile by assets
$115,572
Avg per participant
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Official DOL plan name: Ohio Machinery Co. Incentive Savings Plan · Sponsored by Ohio Machinery Co. · Ohio · Other Services

$128M in assets, 1,104 participants

Ohio Machinery Co.'s Ohio Machinery Co. Incentive Savings Plan reported $128M in total assets and 1,104 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,667 in Other Services (7,857 peers)

Where Ohio Machinery Co. Incentive Savings Plan sits by assets

Ohio Machinery Co. Incentive Savings Plan sits in the top 10% of all filed plans by assets, $128M for 1,104 participants (~$115,572/participant), up 20.7% in 2023.

$128M
total plan assets (2023 EOY)
1,104
covered participants
93rd
percentile by assets (of 127,072 plans)
$115,572
avg assets per participant

Where Ohio Machinery Co. Incentive Savings Plan sits by total assets

Ohio Machinery Co. Incentive Savings Plan vs every filed plan by assets

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

$127,591,807 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Machinery Co. Incentive Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Ohio Machinery Co. Incentive Savings Plan end-of-year assets rose from $106M in the plan year 2022 filing to $128M in the plan year 2023 filing.
  • Ohio Machinery Co. Incentive Savings Plan reported participants rose from 1,061 in the plan year 2022 filing to 1,104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Other Services

Ohio Machinery Co. Incentive Savings Plan vs the 2023 asset distribution

By assets, Ohio Machinery Co. Incentive Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$128M
Net Income$22M
Employer EIN340672363
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Machinery Co.)

$140M$160M$180M$200M 202220232024 $164M $161M ▼ -1.6%
Total plan assets by year, all Ohio Machinery Co. plans on file
Year Plans Participants Total Assets
2022 3 1,809 $164M
2023 3 1,875 $195M
2024 2 1,770 $161M

Nearby 401(k) Plans in Ohio

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

Ohio Machinery Co. Incentive Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ohio Machinery Co. I…, Total assets ($B): 0.127591807 · Participants: 1104Ohio Machinery Co. I…GE Retirement Saving…, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Saving…The Sherwin-Williams…, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams…The Progressive 401(…, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(…The Kroger Co. 401(k…, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k…Nationwide Savings P…, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings P…
Ohio Machinery Co. Incentive Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ohio Machinery Co. Incentive Savings Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ohio Machinery Co. Incentive Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Ohio Machinery Co. Incentive Savings Plan assets move in 2023? ▼
Ohio Machinery Co. Incentive Savings Plan grew sharply - up 20.7% during 2023, from $106M to $128M. Reported net income was $22M.
How have Ohio Machinery Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Machinery Co.'s sponsor-wide assets declined 1.6%, from $164M to $161M.
Where does Ohio Machinery Co. Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Ohio Machinery Co. Incentive Savings Plan ranks in the 93rd 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 Ohio Machinery Co. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlanta Women's Health Group, P.C. 401(k) Retirement Plan in GA ($128M, 763 participants).

Next read for Ohio Machinery Co. Incentive Savings Pla…

Scale reading

Ways to act on Ohio Machinery Co. Incentive Savings Plan's numbers.

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 340672363.

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.