401(k)
2024 plan-year 401(k) DOL Form 5500

Arizona Machinery Group Employees' Profit Sharing Retirement Plan

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

Sponsored by Arizona Machinery Group, Inc. · Arizona · Retail Trade

What the 2023 filing shows

Arizona Machinery Group Employees' Profit Sharing Retirement Plan holds $69M for 764 participants — about $90,206 per participant, up 20.3% over the 2024 plan year.

$69M
total plan assets (2024 EOY)
764
covered participants
$90,206
avg assets per participant
+20.3%
assets growth YoY
Total Assets (2023)
$69M
Participants
764
State
Industry
Retail Trade

What the Filing Says About Arizona Machinery Group Employees' Profit Sharing Retirement Plan

Arizona Machinery Group Employees' Profit Sharing Retirement Plan is a 401(k) retirement plan sponsored by Arizona Machinery Group, Inc., headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $69M in total end-of-year assets and covers 764 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 860422015, and the plan has been effective since 1969-09-10. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $57M at the beginning of 2024 to $69M at year-end — a gain of 20.3%. Net assets (after liabilities) closed the year at $69M, with reported net income of $12M 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)$57M
Total Assets (End of Year)$69M
Net Assets (End of Year)$69M
Net Income$12M
Plan Type401(k)
Employer EIN860422015
Plan Effective Date1969-09-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Arizona Machinery Group, Inc.)

Year Plans Participants Total Assets
2022 1 592 $47M
2023 1 716 $57M
2024 1 764 $69M

Nearby 401(k) Plans in Arizona

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

Frequently Asked Questions

How much money is in the Arizona Machinery Group Employees' Profit Sharing Retirement Plan?
As of the 2024 Form 5500 filing, Arizona Machinery Group Employees' Profit Sharing Retirement Plan holds $69M in total assets with 764 participants. It is sponsored by Arizona Machinery Group, Inc..
What type of plan is Arizona Machinery Group Employees' Profit Sharing Retirement Plan?
Arizona Machinery Group Employees' Profit Sharing Retirement Plan is a 401(k) plan. It has been effective since 1969-09-10. The plan is filed with the U.S. Department of Labor under EIN 860422015.
Who sponsors the Arizona Machinery Group Employees' Profit Sharing Retirement Plan?
Arizona Machinery Group Employees' Profit Sharing Retirement Plan is sponsored by Arizona Machinery Group, Inc., located in Arizona. The sponsor's EIN is 860422015 and the plan operates in the Retail Trade industry.
How did Arizona Machinery Group Employees' Profit Sharing Retirement Plan perform in 2024?
Arizona Machinery Group Employees' Profit Sharing Retirement Plan grew by 20.3% during 2024, moving from $57M to $69M in total assets. Net income was $12M.
Where can I find official filings for Arizona Machinery Group Employees' Profit Sharing Retirement Plan?
Official Form 5500 filings for Arizona Machinery Group Employees' Profit Sharing Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860422015 or plan name at efast.dol.gov.
How does Arizona Machinery Group Employees' Profit Sharing Retirement Plan compare to other plans?
You can compare Arizona Machinery Group Employees' Profit Sharing Retirement Plan against other 401(k) plans on the plan type page, or view plans in Arizona 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 860422015.

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.