Defined Benefit (Pension) · DOL Form 5500 · 2024
Innovative Machining Inc Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $102,797
- Avg per participant Below avg balance/head
Official DOL plan name: Innovative Machining Inc Cash Balance Plan · Sponsored by Innovative Machining Inc · California · Manufacturing
$3M in assets, 29 participants
Innovative Machining Inc's Innovative Machining Inc Cash Balance Plan reported $3M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #3,132 in Manufacturing (17,777 peers)
2024 asset change
Innovative Machining Inc Cash Balance Plan declined sharply 28.0% in 2024 ($4M → $3M) for 29 participants.
- #3,132
- in Manufacturing (17,777 peers)
- -28.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Innovative Machining Inc Cash Balance Plan's mid-pack asset rank among Manufacturing and all filers
Innovative Machining Inc Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,981,103 34th percentile higher than 34% 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
Innovative Machining Inc Cash Balance 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. Innovative Machining Inc Cash Balance Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Innovative Machining Inc Cash Balance Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Innovative Machining Inc Cash Balance Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Innovative Machining Inc Cash Balance Plan reported participants fell from 33 in the plan year 2023 filing to 29 in the plan year 2024 filing.
DOL schedule card
Filing strip 770455336 · Innovative Machining Inc PY 2024 · Defined Benefit (Pension)
Innovative Machining Inc Cash Balance Plan · $3M · 29 · 34th
- EBSA $3M
- PART 29
- TYPE 34th
- NET Defined Benefit (Pension)
- BOOK near Langdale Forest Products Company Pension Plan
- VS-ST ind #3132
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 Manufacturing retirement plans → · Plans in California →
Innovative Machining Inc Cash Balance Plan in the asset neighbourhood
Innovative Machining Inc years around the 2024 move
Sponsor-wide plan assets over time
All Innovative Machining Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 6.906320632330716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 50 | $3M |
| 2023 | 2 | 66 | $4M |
| 2024 | 2 | 58 | $3M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 770455336 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Innovative Machining Inc Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Langdale Forest Products Company Pension Plan in GA ($3M); by covered participants it is Pension Plan for Salaried Employees of Neville Chemical Company in PA (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 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.