Defined Benefit (Pension) · DOL Form 5500 · 2024

Society of Manufacturing Engineers Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
31
Participants Small participant base
62nd
Percentile by assets National rank
$434,716
Avg per participant High balance/head
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Official DOL plan name: Society of Manufacturing Engineers Pension Plan & Trust · Sponsored by Society of Manufacturing Engineers · Michigan · Other Services

$13M in assets, 31 participants

Society of Manufacturing Engineers's Society of Manufacturing Engineers Pension Plan & Trust reported $13M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,077 in Other Services (7,719 peers)

Society of Manufacturing Engineers multi-year trail

Society of Manufacturing Engineers's plans moved +30.7% in assets from 2022 to 2024; this filing shows Society of Manufacturing Engineers Pension Plan & Trust at $13M / 31 participants.

#6,077
in Other Services (7,719 peers)
-5.7%
assets change YoY

The plan reported a net loss of $816K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Society of Manufacturing Engineers Pension Plan & Trust's mid-pack asset rank among Other Services and all filers

Society of Manufacturing Engineers Pension Plan & Trust vs every filed plan by assets

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

$13,476,196 Top 38% higher than 62% 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

Society of Manufacturing Engineers Pension Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Society of Manufacturing Engineers Pension Plan & Trust is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Society of Manufacturing Engineers Pension Plan & Trust reported net income fell from $1M in the plan year 2023 filing to -$816K in the plan year 2024 filing.
  • Society of Manufacturing Engineers Pension Plan & Trust end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Society of Manufacturing Engineers Pension Plan & Trust reported participants fell from 32 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 380298770 · Society of Manufacturing Engineers PY 2024 · Defined Benefit (Pension)

Society of Manufacturing Engineers Pension Plan & Trust · $13M · 31 · 62nd

  • EOY $13M
  • EOY 31
  • EOY 62nd
  • EOY Defined Benefit (Pension)
  • EOY near W. W. Norton and Company, Inc. Retirement Income Plan
  • EOY ind #6077

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 Michigan →

Society of Manufacturing Engineers Pension Plan & Trust in the asset neighbourhood

The Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$14MSociety of Manufacturing Engineers Pension Plan & TrustSociety of Manufacturing Eng…$13MW. W. Norton and Company, Inc. Retirement Income PlanW. W. Norton and Company, In…$13MCrystal Creamery Pension Plan$13MLuvata Ohio, Inc. Retirement PlanLuvata Ohio, Inc. Retirement…$13M
End-of-year total assets ($M) among Society of Manufacturing Engineers Pension Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Society of Manufacturing Engineers multi-year asset trail

Sponsor-wide plan assets over time

All Society of Manufacturing Engineers plans reported in each filing year

Latest sponsor-wide plan assets
$57M 30.668849133784814% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.8M $57.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 222 $44M
2023 2 227 $51M
2024 2 244 $57M

Society of Manufacturing Engineers filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$816K
Employer EIN380298770
Plan Effective Date1955-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

Society of Manufacturing Engineers Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Society of Manufacturing Engineers Pension Plan & Trust, Total assets ($B): 0.013476196 · Participants: 31Society of Manufacturing Engineers Pension Plan & TrustGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Society of Manufacturing Engineers Pension Plan & Trust vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

Society of Manufacturing Engineers Pension Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is W. W. Norton and Company, Inc. Retirement Income Plan in NY ($13M); by covered participants it is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Society of Manufacturing Engineers Pension Plan & Trust assets move in 2024?
Society of Manufacturing Engineers Pension Plan & Trust pulled back noticeably - down 5.7% during 2024, from $14M to $13M. Reported net income was -$816K.
How have Society of Manufacturing Engineers plan assets changed over time?
Across 3 plan years on file (2022-2024), Society of Manufacturing Engineers's sponsor-wide assets grew 30.7%, from $44M to $57M.
Which Defined Benefit (Pension) plans are similar in size to Society of Manufacturing Engineers Pension Plan & Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is W. W. Norton and Company, Inc. Retirement Income Plan in NY ($13M, 104 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Society of Manufacturing Engineers Pension Plan & Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (31 participants, $13M in assets).