Defined Benefit (Pension) · DOL Form 5500 · 2024
Association of Equipment Manufacturers Pension Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $152,265
- Avg per participant Above avg balance/head
Official DOL plan name: Association of Equipment Manufacturers Pension Plan · Sponsored by Association of Equipment Manufacturers · Wisconsin · Other Services
$10M in assets, 65 participants
Association of Equipment Manufacturers's Association of Equipment Manufacturers Pension Plan reported $10M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #5,733 in Other Services (7,719 peers)
2024 asset change
Association of Equipment Manufacturers Pension Plan grew at a solid clip 10.2% in 2024 ($9M → $10M) for 65 participants.
- #5,733
- in Other Services (7,719 peers)
- +10.2%
- assets growth YoY
Association of Equipment Manufacturers Pension Plan's mid-pack asset rank among Other Services and all filers
Association of Equipment Manufacturers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,897,245 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Association of Equipment Manufacturers Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Association of Equipment Manufacturers Pension Plan is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Association of Equipment Manufacturers Pension Plan reported net income rose from -$11M in the plan year 2023 filing to $920K in the plan year 2024 filing.
- Association of Equipment Manufacturers Pension Plan reported participants fell from 77 in the plan year 2023 filing to 65 in the plan year 2024 filing.
- Association of Equipment Manufacturers Pension Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 311796607 · Association of Equipment Manufacturers PY 2024 · Defined Benefit (Pension)
Association of Equipment Manufacturers Pension Plan · $10M · 65 · 56th
- BOOK $10M
- VS-ST 65
- BOY 56th
- SCH Defined Benefit (Pension)
- EBSA near Rosemont Associates, LLC Defined Benefit Pension Plan
- PART ind #5733
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 Wisconsin →
Association of Equipment Manufacturers Pension Plan in the asset neighbourhood
Association of Equipment Manufacturers years around the 2024 move
Sponsor-wide plan assets over time
All Association of Equipment Manufacturers plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 8.053681091090551% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 191 | $31M |
| 2023 | 2 | 172 | $21M |
| 2024 | 2 | 158 | $28M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $920K |
| Employer EIN | 311796607 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Association of Equipment Manufacturers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Rosemont Associates, LLC Defined Benefit Pension Plan in FL ($10M); by covered participants it is Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies in OR (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 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.