401(k) · DOL Form 5500 · 2024
Board of Trustees of the Machinists Retirement and Savings Plan 401(k) Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 2,876
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $37,194
- Avg per participant Low balance/head
Official DOL plan name: Machinists Retirement and Savings Plan · Sponsored by Board of Trustees of the Machinists Retirement and Savings Plan · Washington · Manufacturing
$107M in assets, 2,876 participants
Board of Trustees of the Machinists Retirement and Savings Plan's Machinists Retirement and Savings Plan reported $107M in total assets and 2,876 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,384 in Manufacturing (17,777 peers)
Where Machinists Retirement and Savings Plan sits by assets
Machinists Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $107M for 2,876 participants (~$37,194/participant), up 13.3% in 2024.
- #15,384
- in Manufacturing (17,777 peers)
- +13.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Machinists Retirement and Savings Plan's outsized position by total assets
Machinists Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$106,971,324 Top 9% higher than 91% 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
Machinists Retirement and Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Machinists Retirement and Savings Plan lands in the large band (2,876 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Machinists Retirement and Savings Plan reported net income fell from $17M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Machinists Retirement and Savings Plan end-of-year assets rose from $94M in the plan year 2023 filing to $107M in the plan year 2024 filing.
- Machinists Retirement and Savings Plan reported participants fell from 3,103 in the plan year 2023 filing to 2,876 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 930396511 · Board of Trustees of the Machinists Retirement and Savings Plan PY 2024 · 401(k)
Machinists Retirement and Savings Plan · $107M · 2,876 · 91st
- PART $107M
- TYPE 2,876
- NET 91st
- BOOK 401(k)
- VS-ST near American Academy of Ophthalmology, Inc. 401(k) Plan
- BOY ind #15384
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 Washington →
Machinists Retirement and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $12M |
| Employer EIN | 930396511 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Machinists Retirement and Savings Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Machinists Retirement and Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 38.81739296947465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,224 | $77M |
| 2023 | 1 | 3,103 | $94M |
| 2024 | 1 | 2,876 | $107M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Machinists Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is American Academy of Ophthalmology, Inc. 401(k) Plan in CA ($107M); by covered participants it is Allstar Home Care Agency 401(k) Plan in NY (2,875 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- American Academy of Ophthalmology, Inc. 401(k) Plan (CA) $107M · 197
- Assurity Life Insurance Company 401(k) Plan (NE) $107M · 396
- Dacotah Banks, Inc. 401(k) Savings Plan (SD) $107M · 625
- Ergotron 401(k) Savings Plan (MN) $107M · 431
Similar participant headcount
Nearest other-state filings by covered participants (2,876 participants); asset peers above are excluded.
- Allstar Home Care Agency 401(k) Plan (NY) 2,875 · 1 off
- Fast Pace Medical Clinic, PLLC 401(k) Plan (TN) 2,877 · 1 off
- Kirkland's, Inc. Retirement Plan (TN) 2,877 · 1 off
- Meridian Senior Living LLC 401(k) Profit Sharing Plan & Trust (MD) 2,875 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.