401(k) · DOL Form 5500 · 2024

Ohio Machinery Co. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
543
Participants Below avg headcount
73rd
Percentile by assets National rank
$41,539
Avg per participant Low balance/head
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Official DOL plan name: Ohio Cat Union 401(k) Plan · Sponsored by Ohio Machinery Co. · Ohio · Other Services

$23M in assets, 543 participants

Ohio Machinery Co.'s Ohio Cat Union 401(k) Plan reported $23M in total assets and 543 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,573 in Other Services (7,719 peers)

2024 asset change

Ohio Cat Union 401(k) Plan grew at a solid clip 9.9% in 2024 ($21M → $23M) for 543 participants.

#6,573
in Other Services (7,719 peers)
+9.9%
assets growth YoY

Ohio Cat Union 401(k) Plan's outsized position by total assets

Ohio Cat Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,555,619 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,050,000,000 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 2024

Ohio Cat Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Cat Union 401(k) Plan sits mid-pack in the medium band (543 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ohio Cat Union 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Ohio Cat Union 401(k) Plan reported participants rose from 478 in the plan year 2023 filing to 543 in the plan year 2024 filing.
  • Ohio Cat Union 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 340672363 · Ohio Machinery Co. PY 2024 · 401(k)

Ohio Cat Union 401(k) Plan · $23M · 543 · 73rd

  • PART $23M
  • TYPE 543
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near Unical Aviation, Inc. Profit Sharing and 401(k) Plan
  • BOY ind #6573

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 Ohio →

Ohio Cat Union 401(k) Plan in the asset neighbourhood

Ohio Cat Union 401(k) Plan$23MUnical Aviation, Inc. Profit Sharing and 401(k) PlanUnical Aviation, Inc. Profit…$23MAtlantic Testing Laboratories, Limited 401(k) Retirement Savings PlanAtlantic Testing Laboratorie…$23MEis Group 401(k) Plan$23MThe Honest Company, Inc. 401(k) Profit Sharing PlanThe Honest Company, Inc. 401…$23M
End-of-year total assets ($M) among Ohio Cat Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio Machinery Co. years around the 2024 move

Sponsor-wide plan assets over time

All Ohio Machinery Co. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 1.6196997555735382% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $164M $161M ▼ -1.6%
Year Plans Participants Total Assets
2022 3 1,809 $164M
2023 3 1,875 $195M
2024 2 1,770 $161M

2024 asset-move particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN340672363
Plan Effective Date2003-04-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Ohio Cat Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ohio Cat Union 401(k) Plan, Total assets ($B): 0.022555619 · Participants: 543Ohio Cat Union 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Ohio Cat Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ohio Cat Union 401(k) Plan side-by-side with 3 peers →

Ohio Cat Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Unical Aviation, Inc. Profit Sharing and 401(k) Plan in AZ ($23M); by covered participants it is Associated Brigham Contractors Inc. 401(k) Plan in UT (543 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (543 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.

Frequently Asked Questions

How did Ohio Cat Union 401(k) Plan assets move in 2024? ▼
Ohio Cat Union 401(k) Plan grew at a solid clip - up 9.9% during 2024, from $21M to $23M. Reported net income was $2M.
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.
Which 401(k) plans are similar in size to Ohio Cat Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unical Aviation, Inc. Profit Sharing and 401(k) Plan in AZ ($23M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Ohio Cat Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Brigham Contractors Inc. 401(k) Plan in UT (543 participants, $18M in assets).

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 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.