Ohio Machinery 401(k) match, vesting and fees
What Ohio Machinery's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 54 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Ohio Machinery: employer contribution per participant | $2,183 | |
| Peer median | $1,949 |
| Ohio Machinery: average balance | $113,850 | |
| Peer median | $68,107 |
| Ohio Machinery: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $122M at the end of plan year 2021 to $160M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,441 | $160M | $3.1M | $2,183 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 1,396 | $139M | $3.1M | $2,233 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 1,440 | $128M | $3.1M | $2,213 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 1,305 | $106M | $3.7M | $2,831 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 1,232 | $122M | $3.2M | $2,605 | 0.19% | Not published | Form 5500 ↗ |
Other Ohio Machinery plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ohio Cat Union 401k Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Ohio Cat Employees' Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Ohio Machinery match 401(k) contributions?
The match terms for the Ohio Machinery Co. Incentive Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $3.1M in employer contributions, about $2,183 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ohio Machinery 401(k) match vested?
The vesting schedule for the Ohio Machinery Co. Incentive Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ohio Machinery 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Ohio Machinery Co..
I left Ohio Machinery. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ohio Machinery Co., (440) 526-6200) or the recordkeeper, Transamerica Retirement Solutions. The Ohio Machinery old 401(k) page lists the contacts from every plan filing. Find an old Ohio Machinery 401(k)
Data from the public Form 5500 annual reports Ohio Machinery filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ohio Machinery. Not financial advice. Report a correction · Methodology