Defined Benefit (Pension) · DOL Form 5500 · 2023

Ohio Machinery Co. Pension Plan

Data updated 2026-08-11

$47M
Total assets
293
Participants
85th
Percentile by assets
$161,371
Avg per participant
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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.

  • 85th percentile by assets (of 127,072 plans)
  • #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.

$47M
total plan assets (2023 EOY)
293
covered participants
85th
percentile by assets (of 127,072 plans)
$161,371
avg assets per participant

Where Ohio Cat Employees' Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Ohio
Industry
Other Services

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Ohio Cat Employees' Retirement Plan reports 293 participants - about 38% of that state average ($47M EOY assets).

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.)

$140M$160M$180M$200M 202220232024 $164M $161M ▼ -1.6%
Total plan assets by year, all Ohio Machinery Co. plans on file
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 ($B) Participants Ohio Cat Employees' …, Total assets ($B): 0.047281623 · Participants: 293Ohio Cat Employees' …Firstenergy Corp. Ma…, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Ma…Nationwide Retiremen…, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retiremen…American Electric Po…, Total assets ($B): 4.475896468 · Participants: 15595American Electric Po…Parker Defined Benef…, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benef…Ohio Operating Engin…, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engin…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ohio Cat Employees' Retirement Plan by total assets, not by location.

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).

Next read for Ohio Cat Employees' Retirement Plan

Filing takeaways

Ways to act on Ohio Cat Employees' Retirement Plan's numbers.

  • By total assets, Ohio Cat Employees' Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
  • Ohio Machinery Co.'s sponsor-wide assets have declined 1.6% since 2022 across 3 plan years on file. More Other Services plans

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.