Defined Benefit (Pension) · DOL Form 5500 · 2023

Society of Manufacturing Engineers Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
32
Participants Small participant base
66th
Percentile by assets National rank
$446,617
Avg per participant High balance/head
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Official DOL plan name: Society of Manufacturing Engineers Pension Plan & Trust · Sponsored by Society of Manufacturing Engineers · Michigan · Other Services

$14M in assets, 32 participants

Society of Manufacturing Engineers's Society of Manufacturing Engineers Pension Plan & Trust reported $14M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,369 in Other Services (7,857 peers)

Society of Manufacturing Engineers multi-year trail

Society of Manufacturing Engineers's plans moved +30.7% in assets from 2022 to 2024; this filing shows Society of Manufacturing Engineers Pension Plan & Trust at $14M / 32 participants.

#6,369
in Other Services (7,857 peers)
+11.2%
assets growth YoY

Society of Manufacturing Engineers Pension Plan & Trust's mid-pack asset rank among Other Services and all filers

Society of Manufacturing Engineers Pension Plan & Trust vs every filed plan by assets

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

$14,291,741 Top 34% higher than 66% 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

Society of Manufacturing Engineers Pension Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Society of Manufacturing Engineers Pension Plan & Trust is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Society of Manufacturing Engineers Pension Plan & Trust reported net income rose from $833K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Society of Manufacturing Engineers Pension Plan & Trust end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Society of Manufacturing Engineers Pension Plan & Trust reported participants fell from 33 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 380298770 · Society of Manufacturing Engineers PY 2023 · Defined Benefit (Pension)

Society of Manufacturing Engineers Pension Plan & Trust · $14M · 32 · 66th

  • PHOTO $14M
  • IND 32
  • EOY 66th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Iha Occupational Health Services Retirement Plan
  • PCT ind #6369

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 Michigan →

Society of Manufacturing Engineers Pension Plan & Trust in the asset neighbourhood

Employees' Retirement Plan of Telemundo of Puerto Rico, Inc.Employees' Retirement Plan o…$14MSociety of Manufacturing Engineers Pension Plan & TrustSociety of Manufacturing Eng…$14MIha Occupational Health Services Retirement PlanIha Occupational Health Serv…$14MMosbacher Energy Company Retirement PlanMosbacher Energy Company Ret…$14MMansfield Plumbing Products LLC Retirement Plan for Hourly EmployeesMansfield Plumbing Products …$14M
End-of-year total assets ($M) among Society of Manufacturing Engineers Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Society of Manufacturing Engineers multi-year asset trail

Sponsor-wide plan assets over time

All Society of Manufacturing Engineers plans reported in each filing year

Latest sponsor-wide plan assets
$57M 30.668849133784814% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.8M $57.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 222 $44M
2023 2 227 $51M
2024 2 244 $57M

Society of Manufacturing Engineers filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN380298770
Plan Effective Date1955-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

Society of Manufacturing Engineers Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Society of Manufacturing Engineers Pension Plan & Trust, Total assets ($B): 0.014291741 · Participants: 32Society of Manufacturing Engineers Pension Plan & TrustGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Society of Manufacturing Engineers Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

Society of Manufacturing Engineers Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Iha Occupational Health Services Retirement Plan in VA ($14M); by covered participants it is Winholt Equipment Corporation Defined Benefit Plan in NY (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Society of Manufacturing Engineers Pension Plan & Trust assets move in 2023?
Society of Manufacturing Engineers Pension Plan & Trust grew at a solid clip - up 11.2% during 2023, from $13M to $14M. Reported net income was $1M.
How have Society of Manufacturing Engineers plan assets changed over time?
Across 3 plan years on file (2022-2024), Society of Manufacturing Engineers's sponsor-wide assets grew 30.7%, from $44M to $57M.
Which Defined Benefit (Pension) plans are similar in size to Society of Manufacturing Engineers Pension Plan & Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iha Occupational Health Services Retirement Plan in VA ($14M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Society of Manufacturing Engineers Pension Plan & Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Winholt Equipment Corporation Defined Benefit Plan in NY (32 participants, $3M in assets).