Defined Benefit (Pension) · DOL Form 5500 · 2022

National Machinery LLC Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
62
Participants Small participant base
62nd
Percentile by assets National rank
$138,775
Avg per participant Near avg balance/head
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Official DOL plan name: National Machinery LLC Retirement Plan and Trust · Sponsored by National Machinery LLC · Ohio · Manufacturing

$9M in assets, 62 participants

National Machinery LLC's National Machinery LLC Retirement Plan and Trust reported $9M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,938 in Manufacturing (20,602 peers)

What the 2022 filing shows

National Machinery LLC Retirement Plan and Trust holds $9M for 62 participants - about $138,775 per participant, above the median plan by assets.

#9,938
in Manufacturing (20,602 peers)
+3.0%
assets growth YoY

National Machinery LLC Retirement Plan and Trust's mid-pack asset rank among Manufacturing and all filers

National Machinery LLC Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,604,045 Top 38% higher than 62% of 139,123 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 2022

National Machinery LLC Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Machinery LLC Retirement Plan and Trust is a small filing (62 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 030400206 · National Machinery LLC PY 2022 · Defined Benefit (Pension)

National Machinery LLC Retirement Plan and Trust · $9M · 62 · 62nd

  • EOY $9M
  • 5500 62
  • ASSETS 62nd
  • PCT Defined Benefit (Pension)
  • EIN near Oncology Associates of Oregon, P. C. Cash Balance Plan
  • RANK ind #9938

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 Ohio →

National Machinery LLC Retirement Plan and Trust in the asset neighbourhood

Thales Communications Pension PlanThales Communications Pensio…$9MOncology Associates of Oregon, P. C. Cash Balance PlanOncology Associates of Orego…$9MIacna Portable Pension Plan$9MNational Machinery LLC Retirement Plan and TrustNational Machinery LLC Retir…$9MToronto Raptors Players' Pension PlanToronto Raptors Players' Pen…$9M
End-of-year total assets ($M) among National Machinery LLC Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN030400206
Plan Effective Date1941-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (National Machinery LLC)

Sponsor-wide plan assets over time

All National Machinery LLC plans reported in each filing year

Latest sponsor-wide plan assets
$64M 2.2726334048574683% vs 2022
2024 filing year
$61M$62M$63M$64M$65M 202220232024 $62.9M $64.3M ▲ +2.3%
Year Plans Participants Total Assets
2022 2 438 $63M
2023 2 430 $62M
2024 1 386 $64M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

National Machinery LLC Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants National Machinery LLC Retirement Plan and Trust, Total assets ($B): 0.008604045 · Participants: 62National Machinery LLC Retirement Plan and TrustFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
National Machinery LLC Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare National Machinery LLC Retirement Plan and Trust side-by-side with 3 peers →

National Machinery LLC Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Oncology Associates of Oregon, P. C. Cash Balance Plan in OR ($9M); by covered participants it is The Options Clearing Corporation Retirement Plan in IL (62 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 (62 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Machinery LLC Retirement Plan and Trust assets move in 2022? ▼
National Machinery LLC Retirement Plan and Trust edged up modestly - up 3.0% during 2022, from $8M to $9M. Reported net income was $1M.
How have National Machinery LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Machinery LLC's sponsor-wide assets grew 2.3%, from $63M to $64M.
Which Defined Benefit (Pension) plans are similar in size to National Machinery LLC Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oncology Associates of Oregon, P. C. Cash Balance Plan in OR ($9M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Machinery LLC Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Options Clearing Corporation Retirement Plan in IL (62 participants, $116M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030400206.

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.