National Machinery LLC Savings Plan — Form 5500 plan (National Machinery LLC)

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, National Machinery LLC Savings Plan is a benefit plan reported by National Machinery LLC under EIN 03-0400206 and plan number 004. The latest loaded filing year is 2023. The filing reports 474 participants and $61,371,219 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$61.4MPlan net assets, end of year$61,371,219
Participants474Covered participants reported
Assets / participant$129.5KComputed: assets ÷ participants$129,475 (computed)
Provider compensation$17.9K2 Schedule C provider row(s)$17,883
Plan sponsor
National Machinery LLC
EIN
03-0400206
Plan number
004
Plan type
2
Location
Tiffin, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    474 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$61.4M total assets
Net assets$61.4MLiabilities$0
Money in vs. money out
Total income / additions$14.1M
Total expenses$7M
Benefits paid / distributions$6.9M
Contributions
Employer$1.1M
Participant$2.9M
Full reported line items

Net assets

Total assets (EOY)
$61,371,219
Total liabilities (EOY)
$0
Net assets (EOY)
$61,371,219
Net assets (BOY)
$54,250,263

Income & contributions

Employer contributions
$1,130,073
Participant contributions
$2,933,237
Total contributions
$4,349,722
Total income / additions
$14,073,582

Expenses & distributions

Benefits paid
$6,934,743
Administrative expenses
$17,883
Total expenses
$6,952,626
Net increase / (decrease)
$7,120,956
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    ADVISOR · Direct $12.7K
  2. 2
    RECORDKEEPER · Direct $5.2K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the National Machinery LLC Savings Plan?
National Machinery LLC Savings Plan is reported as sponsored by National Machinery LLC (EIN 03-0400206, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for National Machinery LLC Savings Plan?
The latest Form 5500 filing year loaded for National Machinery LLC Savings Plan is 2023.
How many participants does National Machinery LLC Savings Plan report?
National Machinery LLC Savings Plan reports 474 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for National Machinery LLC Savings Plan?
National Machinery LLC Savings Plan reports $61,371,219 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages