Defined Benefit (Pension) · DOL Form 5500 · 2023

National Machinery LLC Pension Plan

Data updated 2026-08-25

$251K
Total assets Small plan by assets
52
Participants Small participant base
12th
Percentile by assets National rank
$4,826
Avg per participant Low balance/head
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Official DOL plan name: National Machinery LLC Retirement Plan and Trust · Sponsored by National Machinery LLC · Ohio · Manufacturing

$251K in assets, 52 participants

National Machinery LLC's National Machinery LLC Retirement Plan and Trust reported $251K in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #893 in Manufacturing (18,722 peers)

2023 asset change

National Machinery LLC Retirement Plan and Trust contracted severely 97.1% in 2023 ($9M → $251K) for 52 participants.

#893
in Manufacturing (18,722 peers)
-97.1%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Machinery LLC Retirement Plan and Trust among the smaller filed plans by assets

National Machinery LLC Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$250,951 12th percentile higher than 12% of 127,068 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 2023

National Machinery LLC Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Machinery LLC Retirement Plan and Trust is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Machinery LLC Retirement Plan and Trust reported net income fell from $1M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • National Machinery LLC Retirement Plan and Trust end-of-year assets fell from $9M in the plan year 2022 filing to $251K in the plan year 2023 filing.
  • National Machinery LLC Retirement Plan and Trust reported participants fell from 62 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030400206 · National Machinery LLC PY 2023 · Defined Benefit (Pension)

National Machinery LLC Retirement Plan and Trust · $251K · 52 · 12th

  • BOOK $251K
  • BOOK 52
  • BOOK 12th
  • BOOK Defined Benefit (Pension)
  • BOOK near Paintmakers Local 1310 Pension Plan
  • BOOK ind #893

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 Ohio →

National Machinery LLC Retirement Plan and Trust in the asset neighbourhood

UAW Local 509 Supplemental Defined Benefit PlanUAW Local 509 Supplemental D…$257KLaw Offices of David B. Gardner Defined Benefit Pension PlanLaw Offices of David B. Gard…$261KNational Machinery LLC Retirement Plan and TrustNational Machinery LLC Retir…$251KPaintmakers Local 1310 Pension PlanPaintmakers Local 1310 Pensi…$248KHeather & Learka Cash Balance PlanHeather & Learka Cash Balanc…$245K
End-of-year total assets ($M) among National Machinery LLC Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

National Machinery LLC years around the 2023 move

Sponsor-wide plan assets over time

All National Machinery LLC plans reported in each filing year

Latest sponsor-wide plan assets
$64M 2.2726334048574683% vs 2022
2024 filing year
$61M$62M$63M$64M$65M 202220232024 $62.9M $64.3M ▲ +2.3%
Year Plans Participants Total Assets
2022 2 438 $63M
2023 2 430 $62M
2024 1 386 $64M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$251K
Net Income-$8M
Employer EIN030400206
Plan Effective Date1941-12-30
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

National Machinery LLC Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants National Machinery LLC Retirement Plan and Trust, Total assets ($B): 0.000250951 · Participants: 52National Machinery LLC Retirement Plan and TrustFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
National Machinery LLC Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare National Machinery LLC Retirement Plan and Trust side-by-side with 3 peers →

National Machinery LLC Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Paintmakers Local 1310 Pension Plan in NJ ($248K); by covered participants it is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Machinery LLC Retirement Plan and Trust assets move in 2023? ▼
National Machinery LLC Retirement Plan and Trust contracted severely - down 97.1% during 2023, from $9M to $251K. Reported net income was -$8M.
How have National Machinery LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Machinery LLC's sponsor-wide assets grew 2.3%, from $63M to $64M.
Where does National Machinery LLC Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
National Machinery LLC Retirement Plan and Trust ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to National Machinery LLC Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Paintmakers Local 1310 Pension Plan in NJ ($248K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Machinery LLC Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants, $130M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030400206.

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.