Defined Benefit (Pension) · DOL Form 5500 · 2024

Universal Machine Company of Pottstown, Inc. Pension Plan

Data updated 2026-08-25

$87K
Total assets Small plan by assets
6
Participants Small participant base
5th
Percentile by assets National rank
$14,467
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. · Sponsored by Universal Machine Company of Pottstown, Inc. · Pennsylvania · Manufacturing

$87K in assets, 6 participants

Universal Machine Company of Pottstown, Inc.'s Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. reported $87K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #345 in Manufacturing (17,777 peers)

2024 asset change

Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. contracted severely 98.4% in 2024 ($5M → $87K) for 6 participants.

#345
in Manufacturing (17,777 peers)
-98.4%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. among the smaller filed plans by assets

Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. vs every filed plan by assets

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

$86,803 5th percentile higher than 5% 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

Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 231513081 · Universal Machine Company of Pottstown, Inc. PY 2024 · Defined Benefit (Pension)

Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. · $87K · 6 · 5th

  • IND $87K
  • EOY 6
  • 5500 5th
  • ASSETS Defined Benefit (Pension)
  • PCT near Licensed Tugmen's and Pilots' Pension
  • EIN ind #345

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 Pennsylvania →

Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. in the asset neighbourhood

Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc.Retirement Plan for the Empl…$87KLicensed Tugmen's and Pilots' PensionLicensed Tugmen's and Pilots…$86KRocky Mountain Gastroenterology Associates, PLLC Cash Balance PlanRocky Mountain Gastroenterol…$90KPortland Cement Association Retirement PlanPortland Cement Association …$84KRetirement Fund of the Fur Manufacturing IndustryRetirement Fund of the Fur M…$84K
End-of-year total assets ($M) among Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$92K
Net Income-$5M
Employer EIN231513081
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc., Total assets ($B): 0.000086803 · Participants: 6Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc.National Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. side-by-side with 3 peers →

Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Licensed Tugmen's and Pilots' Pension in NJ ($86K); by covered participants it is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. assets move in 2024? ▼
Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. contracted severely - down 98.4% during 2024, from $5M to $87K. Reported net income was -$5M.
Where does Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc. ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Licensed Tugmen's and Pilots' Pension in NJ ($86K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for the Employees of Universal Machine Company of Pottstown, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants, $2M 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 231513081.

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.