Employers › Ohio Machinery

Ohio Machinery 401(k)

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Broadview Heights, OH
EIN 34-0672363
2 plans with Schedule H financials
Plan year 2024
Ohio Machinery Co.

Recordkeeping fees per participant · largest plan, Ohio Machinery Co. Incentive Savings Plan · plan year 2024

$33.05

Higher than 26% of the 5,847 plans $50 to 250M that report it.

Source

= $45,274 / 1,370
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013095926NAL0000449251002, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013095926NAL0000449251002, received 2025-10-13

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.

Largest plan, all six figures: Ohio Machinery Co. Incentive Savings Plan

Recordkeeping fees per participantheadline

$33.05

10th: $10.22median $69.9190th: $151.08

Higher than 26% of the 5,847 plans $50 to 250M that report it.

Source

Administrative expenses excluding investment management, per participant

$38.00

10th: $16.21median $93.2090th: $246.84

Higher than 20% of the 8,758 plans $50 to 250M that report it.

Source

= $52,064 / 1,370
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013095926NAL0000449251002, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013095926NAL0000449251002, received 2025-10-13

Administrative expenses per participant

$65.01

10th: $29.39median $132.8490th: $350.58

Higher than 21% of the 9,042 plans $50 to 250M that report it.

Source

= $89,064 / 1,370
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013095926NAL0000449251002, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013095926NAL0000449251002, received 2025-10-13

Administrative expenses as a share of assets

0.064%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 25% of the 9,049 plans $50 to 250M that report it.

Source

= $89,064 / $138,566,944
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013095926NAL0000449251002, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013095926NAL0000449251002, received 2025-10-13

Employer contributions per participant

$2,233

10th: $965median $2,73890th: $8,164

Higher than 38% of the 9,105 plans $50 to 250M that report it.

Source

= $3,058,636 / 1,370
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013095926NAL0000449251002, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013095926NAL0000449251002, received 2025-10-13

Employer share of total contributions

24.7%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 34% of the 9,112 plans $50 to 250M that report it.

Source

= $3,058,636 / $12,400,422
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013095926NAL0000449251002, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013095926NAL0000449251002, received 2025-10-13

Plan terms, as stated in Ohio Machinery Co.'s SEC filings

Plan terms are not published in public filings.

Plans sponsored

Plan	Assets	Participants with a balance	Headline	Year
Ohio Machinery Co. Incentive Savings Plan	$138,566,944	1,370	$33.05 recordkeeping fees per participant	2024
Ohio Cat Union 401(k) Plan	$22,555,619	402	$19.75 recordkeeping fees per participant	2024

Alerts, claims and corrections

Sponsor name as filed: OHIO MACHINERY CO.; SEC registrant: Ohio Machinery Co. (CIK 1643625, matched by EIN).