Assets by plan
Share of aggregate retirement assets
- CO. INCENTIVE Savings (#003)$159.5M
- UNION 401K PLAN (#004)$26.7M
Filings through .
Ohio Machinery Co.
EIN 34-0672363machineryLatest filing 2025
Plans
4
Retirement
3
$215.1M assets
Health & Benefits
1
$1.5M premiums
Participants
4,291
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $215.1M assets / 2,563 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 1,716 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.5M
- Vision$1.5M
- Life$1.5M
- Long-term disability$1.5M
- Other$1.5M
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
OHIO MACHINERY CO. INCENTIVE SAVINGS PLAN
401(k)
Assets$159.5M
Participants1,441
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
OHIO CAT EMPLOYEES' RETIREMENT PLAN
Traditional DB
Assets$29.0M
Participants474
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
OHIO CAT UNION 401K PLAN
401(k)
Assets$26.7M
Participants648
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
OHIO MACHINERY CO. WELFARE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.5M
Covered lives1,716
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | OHIO MACHINERY CO. INCENTIVE SAVINGS PLAN | 401(k) | $159.5M | 1,441 | 2025 |
| #002 | OHIO CAT EMPLOYEES' RETIREMENT PLAN | Traditional DB | $29.0M | 474 | 2025 |
| #004 | OHIO CAT UNION 401K PLAN | 401(k) | $26.7M | 648 | 2025 |
- #003 · 401(k) · 20251,441
- #002 · Traditional DB · 2025474
- OHIO CAT UNION 401K PLAN$26.7M#004 · 401(k) · 2025648
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OHIO MACHINERY CO. WELFARE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1.5M | 1,716 | 2025 |
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 20251,716
Retirement plans
Health & Benefits plans