401(k) · DOL Form 5500 · 2024

Machine Building Specialties 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
17
Participants Small participant base
35th
Percentile by assets National rank
$192,666
Avg per participant Above avg balance/head
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Official DOL plan name: Machine Building Specialties, Inc. Retirement Trust · Sponsored by Machine Building Specialties · California · Professional & Technical Services

$3M in assets, 17 participants

Machine Building Specialties's Machine Building Specialties, Inc. Retirement Trust reported $3M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,451 in Professional & Technical Services (20,173 peers)

Machine Building Specialties multi-year trail

Machine Building Specialties's plans moved +21.7% in assets from 2022 to 2024; this filing shows Machine Building Specialties, Inc. Retirement Trust at $3M / 17 participants.

#6,451
in Professional & Technical Services (20,173 peers)
-0.4%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Machine Building Specialties, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Machine Building Specialties, Inc. Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,275,323 35th percentile higher than 35% of 123,620 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 2024

Machine Building Specialties, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Machine Building Specialties, Inc. Retirement Trust is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Machine Building Specialties, Inc. Retirement Trust reported net income fell from $598K in the plan year 2023 filing to -$14K in the plan year 2024 filing.
  • Machine Building Specialties, Inc. Retirement Trust reported participants fell from 22 in the plan year 2023 filing to 17 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 933508661 · Machine Building Specialties PY 2024 · 401(k)

Machine Building Specialties, Inc. Retirement Trust · $3M · 17 · 35th

  • EOY $3M
  • 5500 17
  • ASSETS 35th
  • PCT 401(k)
  • EIN near Maxus Capital Group 401(k) Retirement Plan
  • RANK ind #6451

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 Professional & Technical Services retirement plans → · Plans in California →

Machine Building Specialties, Inc. Retirement Trust in the asset neighbourhood

Machine Building Specialties, Inc. Retirement TrustMachine Building Specialties…$3MMaxus Capital Group 401(k) Retirement PlanMaxus Capital Group 401(k) R…$3MIrving Agency, Inc. 401(k) PlanIrving Agency, Inc. 401(k) P…$3MRevenue Enterprises, LLC 401(k) PlanRevenue Enterprises, LLC 401…$3MTexas Laparoscopic Consultants 401(k) PlanTexas Laparoscopic Consultan…$3M
End-of-year total assets ($M) among Machine Building Specialties, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Machine Building Specialties multi-year asset trail

Sponsor-wide plan assets over time

All Machine Building Specialties plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.7012189729653% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.69M $3.28M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 22 $3M
2024 1 17 $3M

Machine Building Specialties filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$14K
Employer EIN933508661
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Machine Building Specialties, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Machine Building Specialties, Inc. Retirement Trust, Total assets ($B): 0.003275323 · Participants: 17Machine Building Specialties, Inc. Retirement TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Machine Building Specialties, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Machine Building Specialties, Inc. Retirement Trust side-by-side with 3 peers →

Machine Building Specialties, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Maxus Capital Group 401(k) Retirement Plan in OH ($3M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Machine Building Specialties, Inc. Retirement Trust assets move in 2024? ▼
Machine Building Specialties, Inc. Retirement Trust held essentially flat - down 0.4% during 2024, from $3M to $3M. Reported net income was -$14K.
How have Machine Building Specialties plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Machine Building Specialties's sponsor-wide assets grew 21.7%, from $3M to $3M.
Which 401(k) plans are similar in size to Machine Building Specialties, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Maxus Capital Group 401(k) Retirement Plan in OH ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Machine Building Specialties, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 933508661.

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.