Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Cmta - Tool and Die Craftsmen Association Pension Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Cmta - Tool and Die Craftsmen · California · Manufacturing

What the 2023 filing shows

Cmta - Tool and Die Craftsmen Association Pension Trust holds $8K for N/A participants, down 95.6% over the 2023 plan year.

$8K
total plan assets (2023 EOY)
N/A
covered participants
-95.6%
assets change YoY

The plan reported a net loss of $174K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$8K
Participants
N/A
State
Industry
Manufacturing

What the Filing Says About Cmta - Tool and Die Craftsmen Association Pension Trust

Cmta - Tool and Die Craftsmen Association Pension Trust is a Defined Benefit (Pension) retirement plan sponsored by Board of Trustees, Cmta - Tool and Die Craftsmen, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $8K in total end-of-year assets and covers N/A participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 946075644, and the plan has been effective since 1961-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $186K at the beginning of 2023 to $8K at year-end — a decline of 95.6%. Net assets (after liabilities) closed the year at $5K, with reported net income of $-173,580 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$186K
Total Assets (End of Year)$8K
Net Assets (End of Year)$5K
Net Income$-173,580
Plan TypeDefined Benefit (Pension)
Employer EIN946075644
Plan Effective Date1961-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Cmta - Tool and Die Craftsmen)

Year Plans Participants Total Assets
2022 1 N/A $186K
2023 1 N/A $8K
2024 1 N/A N/A

Nearby Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the Cmta - Tool and Die Craftsmen Association Pension Trust?
As of the 2023 Form 5500 filing, Cmta - Tool and Die Craftsmen Association Pension Trust holds $8K in total assets with N/A participants. It is sponsored by Board of Trustees, Cmta - Tool and Die Craftsmen.
What type of plan is Cmta - Tool and Die Craftsmen Association Pension Trust?
Cmta - Tool and Die Craftsmen Association Pension Trust is a Defined Benefit (Pension) plan. It has been effective since 1961-09-01. The plan is filed with the U.S. Department of Labor under EIN 946075644.
Who sponsors the Cmta - Tool and Die Craftsmen Association Pension Trust?
Cmta - Tool and Die Craftsmen Association Pension Trust is sponsored by Board of Trustees, Cmta - Tool and Die Craftsmen, located in California. The sponsor's EIN is 946075644 and the plan operates in the Manufacturing industry.
How did Cmta - Tool and Die Craftsmen Association Pension Trust perform in 2023?
Cmta - Tool and Die Craftsmen Association Pension Trust declined by 95.6% during 2023, moving from $186K to $8K in total assets. Net income was $-173,580.
Where can I find official filings for Cmta - Tool and Die Craftsmen Association Pension Trust?
Official Form 5500 filings for Cmta - Tool and Die Craftsmen Association Pension Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 946075644 or plan name at efast.dol.gov.
How does Cmta - Tool and Die Craftsmen Association Pension Trust compare to other plans?
You can compare Cmta - Tool and Die Craftsmen Association Pension Trust against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 946075644.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.