401(k) · DOL Form 5500 · 2024

Ohio Machinery Co. 401(k) Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
1,227
Participants Near avg headcount
93rd
Percentile by assets National rank
$112,931
Avg per participant Below avg balance/head
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Official DOL plan name: Ohio Machinery Co. Incentive Savings Plan · Sponsored by Ohio Machinery Co. · Ohio · Other Services

$139M in assets, 1,227 participants

Ohio Machinery Co.'s Ohio Machinery Co. Incentive Savings Plan reported $139M in total assets and 1,227 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,532 in Other Services (7,719 peers)

Where Ohio Machinery Co. Incentive Savings Plan sits by assets

Ohio Machinery Co. Incentive Savings Plan sits in the top 10% of all filed plans by assets, $139M for 1,227 participants (~$112,931/participant), up 8.6% in 2024.

#7,532
in Other Services (7,719 peers)
+8.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Ohio Machinery Co. Incentive Savings Plan's outsized position by total assets

Ohio Machinery Co. Incentive Savings Plan vs every filed plan by assets

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

$138,566,944 Top 7% higher than 93% 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 Machinery Co. Incentive 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. Ohio Machinery Co. Incentive Savings Plan lands in the large band (1,227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ohio Machinery Co. Incentive Savings Plan reported net income fell from $22M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Ohio Machinery Co. Incentive Savings Plan reported participants rose from 1,104 in the plan year 2023 filing to 1,227 in the plan year 2024 filing.
  • Ohio Machinery Co. Incentive Savings Plan end-of-year assets rose from $128M in the plan year 2023 filing to $139M 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 Machinery Co. Incentive Savings Plan · $139M · 1,227 · 93rd

  • TYPE $139M
  • NET 1,227
  • BOOK 93rd
  • VS-ST 401(k)
  • BOY near Regional West Health Services Retirement Savings Plan
  • SCH ind #7532

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 Machinery Co. Incentive Savings Plan in the asset neighbourhood

Ohio Machinery Co. Incentive Savings PlanOhio Machinery Co. Incentive…$139MRegional West Health Services Retirement Savings PlanRegional West Health Service…$139MGusto 401(k) Plan$139MAmerican Petroleum Institute 401(k) Defined Contribution PlanAmerican Petroleum Institute…$138MTimmons Group, Inc. 401(k) PlanTimmons Group, Inc. 401(k) P…$138M
End-of-year total assets ($M) among Ohio Machinery Co. Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$139M
Net Income$11M
Employer EIN340672363
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Machinery Co.)

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

Nearby 401(k) Plans in Ohio

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

Ohio Machinery Co. Incentive Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ohio Machinery Co. Incentive Savings Plan, Total assets ($B): 0.138566944 · Participants: 1227Ohio Machinery Co. Incentive Savings 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 Machinery Co. Incentive Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ohio Machinery Co. Incentive Savings Plan side-by-side with 3 peers →

Ohio Machinery Co. Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Regional West Health Services Retirement Savings Plan in NE ($139M); by covered participants it is Members 1st Federal Credit Union 401(k) Savings Plan in PA (1,227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($139M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,227 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 Machinery Co. Incentive Savings Plan assets move in 2024? ▼
Ohio Machinery Co. Incentive Savings Plan grew at a solid clip - up 8.6% during 2024, from $128M to $139M. Reported net income was $11M.
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.
Where does Ohio Machinery Co. Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Ohio Machinery Co. Incentive Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ohio Machinery Co. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regional West Health Services Retirement Savings Plan in NE ($139M, 1,190 participants).
Which 401(k) plans cover a similar participant headcount to Ohio Machinery Co. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Members 1st Federal Credit Union 401(k) Savings Plan in PA (1,227 participants, $156M 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.