Defined Benefit (Pension) · DOL Form 5500 · 2023

Ohio Machinery Co. Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
293
Participants Below avg headcount
85th
Percentile by assets National rank
$161,371
Avg per participant Above avg balance/head
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Official DOL plan name: Ohio Cat Employees' Retirement Plan · Sponsored by Ohio Machinery Co. · Ohio · Other Services

$47M in assets, 293 participants

Ohio Machinery Co.'s Ohio Cat Employees' Retirement Plan reported $47M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,313 in Other Services (7,857 peers)

Coverage in Ohio

Ohio Cat Employees' Retirement Plan covers 293 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $47M.

#7,313
in Other Services (7,857 peers)
+14.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ohio Cat Employees' Retirement Plan's outsized position by total assets

Ohio Cat Employees' Retirement Plan vs every filed plan by assets

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

$47,281,623 Top 15% higher than 85% 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

Ohio Cat Employees' Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Cat Employees' Retirement Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Cat Employees' Retirement Plan reported net income rose from -$527K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ohio Cat Employees' Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Ohio Cat Employees' Retirement Plan reported participants rose from 258 in the plan year 2022 filing to 293 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340672363 · Ohio Machinery Co. PY 2023 · Defined Benefit (Pension)

Ohio Cat Employees' Retirement Plan · $47M · 293 · 85th

  • NET $47M
  • NET 293
  • NET 85th
  • NET Defined Benefit (Pension)
  • NET near Teamsters Local No. 35 Pension Plan
  • NET ind #7313

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 Ohio →

Ohio Cat Employees' Retirement Plan in the asset neighbourhood

The First National Bank and Trust Company of Newtown Pension PlanThe First National Bank and …$47MVelocity Credit Union Pension PlanVelocity Credit Union Pensio…$47MLimra International Retirement Income PlanLimra International Retireme…$47MOhio Cat Employees' Retirement PlanOhio Cat Employees' Retireme…$47MTeamsters Local No. 35 Pension PlanTeamsters Local No. 35 Pensi…$47M
End-of-year total assets ($M) among Ohio Cat Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$47M
Net Income$6M
Employer EIN340672363
Plan Effective Date1955-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Machinery Co.)

Sponsor-wide plan assets over time

All Ohio Machinery Co. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 1.6196997555735382% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $164M $161M ▼ -1.6%
Year Plans Participants Total Assets
2022 3 1,809 $164M
2023 3 1,875 $195M
2024 2 1,770 $161M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Ohio Cat Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Ohio Cat Employees' Retirement Plan, Total assets ($B): 0.047281623 · Participants: 293Ohio Cat Employees' Retirement PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Ohio Cat Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Ohio Cat Employees' Retirement Plan side-by-side with 3 peers →

Ohio Cat Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Teamsters Local No. 35 Pension Plan in NJ ($47M); by covered participants it is Wesbanco, Inc. Defined Benefit Pension Plan in WV (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Ohio Cat Employees' Retirement Plan assets move in 2023? ▼
Ohio Cat Employees' Retirement Plan grew at a solid clip - up 14.6% during 2023, from $41M to $47M. Reported net income was $6M.
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 Cat Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Ohio Cat Employees' Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ohio Cat Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Local No. 35 Pension Plan in NJ ($47M, 394 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ohio Cat Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wesbanco, Inc. Defined Benefit Pension Plan in WV (293 participants, $183M in assets).

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.