Plan5500

Ohio Cat Employees' Retirement Plan — Form 5500 plan (Ohio Machinery Co.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ohio Cat Employees' Retirement Plan is a benefit plan reported by Ohio Machinery Co. under EIN 34-0672363 and plan number 002. The latest loaded filing year is 2023. The filing reports 643 participants and $47,281,623 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohio Machinery Co.
EIN
34-0672363
Plan number
002
Plan type
2
Location
Broadview Heights, OH
Latest filing year
2023
Participants
643
End-of-year plan assets
$47,281,623

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023643H, C20250911105238NAL0000172275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,281,623
Total liabilities (EOY)
$0
Net assets (EOY)
$47,281,623
Net assets (BOY)
$41,248,971

Income & contributions

Total contributions
$0
Total income / additions
$8,453,457

Expenses & distributions

Benefits paid
$2,324,880
Administrative expenses
$95,925
Total expenses
$2,420,805
Net increase / (decrease)
$6,032,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
U.S. Bank National AssociationNONE KNOWN$95,925$02023

Related Form 5500 pages