Industry · Form 5500 business code 811310
Commercial & Industrial Machinery & Equipment (except Automotive & Electronic) Repair & Maintenance: retirement plans
Plans whose sponsor entered this principal business activity code on Form 5500.
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. The business code is chosen by the filer from the list in the Form 5500 instructions.
170 retirement plans in commercial & industrial machinery & equipment (except automotive & electronic) repair & maintenance with 100 or more participants filed Form 5500 for plan year 2024 (168 defined contribution, 2 defined benefit). All Form 5500 pension filers in the group reported 102,728 participant records and $6.07B in net assets.
The median defined contribution plan held $52,642 per participant, close to the national median of $53,031, and its employer put in $2,132 per active participant (national: $2,174). Among plans reporting Schedule C compensation the median was $138 per participant against $123 nationally.
Employers contributed $178M and participants $376M during the year, and the plans paid out $628M in benefits.
In 2009 the same group numbered 130 plans with $1.76B; by 2024 it was 170 plans (up 31%) and $6.07B (up 246%). From plan year 2023 the 100-participant line counts participants with account balances, which moved many plans to the short form.
Medians compared with all US plans
| Median plan, plan year 2024 | Industry: DC | US: DC | Industry: DB | US: DB |
|---|---|---|---|---|
| Net assets per participant | $52,642 | $53,031 | $88,522 | $86,234 |
| Employer contributions per active participant | $2,132 | $2,174 | $3,450 | $10,244 |
| Schedule C compensation per participant | $138 | $123 | $1,170 | $344 |
| Schedule C compensation, share of net assets | 0.34% | 0.26% | 1.4% | 0.42% |
| Administrative expenses per participant | $130 | $116 | $998 | $527 |
Medians across plans with 100 or more participants (160 DC and 2 DB plans with a Schedule H here). Fee medians cover plans reporting an amount. DC: defined contribution, such as 401(k) and 403(b). DB: defined benefit pension.
Distribution of DC plans
| Measure | 25th percentile | Median | 75th percentile | Plans |
|---|---|---|---|---|
| Net assets per participant | $29,864 | $52,642 | $74,713 | 160 |
| Employer contributions per active participant | $1,268 | $2,132 | $2,874 | 158 |
| Schedule C compensation per participant | $71.99 | $138 | $242 | 150 |
| Administrative expenses per participant | $49.03 | $130 | $216 | 155 |
Trend by plan year
| Plan year | Plans 100+ | Participants | Net assets | Employer contributions | Participant contributions | Median DC assets / participant | Median DC Sch. C / participant |
|---|---|---|---|---|---|---|---|
| 2025partial | 26 | 9,598 | $642M | $16.9M | $34.5M | $71,091 | $218 |
| 2024 | 170 | 102,728 | $6.07B | $178M | $376M | $52,642 | $138 |
| 2023 | 165 | 97,570 | $5.15B | $156M | $336M | $48,236 | $118 |
| 2022 | 177 | 88,832 | $4.05B | $132M | $289M | $38,546 | $120 |
| 2021 | 175 | 82,118 | $4.56B | $107M | $250M | $47,358 | $134 |
| 2020 | 182 | 74,433 | $4.01B | $91.7M | $215M | $41,960 | $124 |
| 2019 | 176 | 72,849 | $3.37B | $97.4M | $209M | $37,586 | $125 |
| 2018 | 175 | 66,808 | $2.80B | $84.3M | $185M | $31,659 | $116 |
| 2017 | 157 | 62,062 | $2.90B | $83.3M | $159M | $33,471 | $77.58 |
| 2016 | 153 | 72,163 | $3.41B | $86.0M | $141M | $29,112 | $70.01 |
| 2015 | 150 | 70,613 | $3.22B | $69.2M | $133M | $27,973 | $66.89 |
| 2014 | 142 | 69,962 | $3.25B | $56.4M | $113M | $29,609 | $62.92 |
| 2013 | 134 | 62,434 | $2.87B | $42.4M | $96.0M | $28,624 | $64.34 |
| 2012 | 130 | 67,683 | $2.25B | $41.7M | $89.2M | $27,844 | $44.90 |
| 2011 | 125 | 69,095 | $2.00B | $48.0M | $87.4M | $23,056 | $34.88 |
| 2010 | 132 | 74,619 | $2.03B | $37.2M | $78.7M | $24,069 | $46.93 |
| 2009 | 130 | 74,973 | $1.76B | $29.7M | $69.5M | $19,659 | $35.08 |
Plan year is the year in which the plan year began. The drop in large plans from 2023 follows a rule change: the 100-participant line now counts participants with account balances, so many plans moved to the short form.
Provider share
Service provider organisations named most often on the Schedule C of the 173 plans on this page's list, by number of plans. A plan usually names several providers.
Largest plans
The 40 largest by participants of 173 plans with a page on this site.
| Plan | Sponsor | State | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|---|
| Coolsys, Inc. 401(k) Plan | Coolsys, Inc. | CA | DC | 4,371 | $219M | $50,183 | $2,917 | $82.92 |
| Duncan Aviation, Inc. 401(k) Retirement Plan | Duncan Aviation, Inc. | NE | DC | 3,531 | $446M | $126,331 | $2,293 | $100 |
| Advanced Technology Services, Inc. 401(k) PSP | Advanced Technology Services, Inc. | IL | DC | 3,305 | $205M | $62,071 | $2,255 | $86.10 |
| Industrial Service Solutions 401(k) Plan | Industrial Service Solutions | TX | DC | 3,121 | $66.0M | $21,138 | $1,081 | $50.09 |
| CSC Serviceworks, Inc. 401(k) Plan | CSC Serviceworks, Inc. | NY | DC | 2,732 | $133M | $48,798 | $771 | $79.06 |
| Integrated Power Services Retirement Savings Plan | Integrated Power Services | SC | DC | 2,438 | $138M | $56,647 | $2,456 | $90.94 |
| Partner Industrial, LLC 401(k) Savings Plan | Partner Industrial, LLC | TX | DC | 2,235 | $6.1M | $2,748 | $0 | $13.32 |
| HB Global Employee Stock Ownership Plan | HBG, Inc. | PA | DC | 2,224 | $302M | $135,679 | $5,547 | — |
| Ethosenergy 401(k) Plan | Ethosenergy GTS Holdings (US) LLC | TX | DC | 2,130 | $337M | $158,379 | $6,272 | $87.57 |
| HB Global 401(k) Plan | HBG, Inc. | PA | DC | 2,066 | $109M | $52,705 | $2,800 | $98.67 |
| Koorsen Fire & Security, Inc. 401(k) Plan | Koorsen Fire & Security, Inc. | IN | DC | 2,041 | $52.8M | $25,867 | $1,900 | $68.53 |
| USA Debusk, LLC Retirement Plan | USA Debusk | TX | DC | 1,637 | $16.7M | $10,228 | $539 | $88.99 |
| Flex Technology Group 401(k) Profit Sharing Plan and Trust | Flexprint, LLC | AZ | DC | 1,626 | $114M | $69,831 | $2,247 | $1.35 |
| Swat 401(k) Plan | Specialty Welding and Turnarounds, LLC | LA | DC | 1,527 | $43.7M | $28,632 | $1,269 | $78.53 |
| F&e Aircraft Maintenance 401(k) Plan | F&e Aircraft Maintenance Miami, LLC | FL | DC | 1,509 | $19.4M | $12,848 | $932 | $58.66 |
| Aviation Technical Services, Inc. Employee Savings Plan | Aviation Technical Services, Inc. | WA | DC | 1,420 | $107M | $75,158 | $1,836 | $130 |
| Wiese Profit Sharing and 401(k) Plan | Wiese USA, Inc. | MO | DC | 1,414 | $151M | $106,578 | $4,836 | $11.62 |
| Ohio Machinery Co. Incentive Savings Plan | Ohio Machinery Co. | OH | DC | 1,396 | $139M | $99,260 | $2,590 | $63.80 |
| Maclellan Integrated Services Retirement Plan | Maclellan Integrated Services | KY | DC | 1,385 | $24.1M | $17,379 | $1,622 | $59.31 |
| G+d 401(k) Plan | Giesecke+devrient Epayments America, Inc. | VA | DC | 1,385 | $147M | $106,084 | $2,223 | $69.05 |
| Wartsila Holding, Inc. Retirement Plan | Wartsila Holding, Inc. | TX | DC | 1,344 | $193M | $143,614 | $8,918 | $46.72 |
| Concentric, LLC 401(k) Plan | Concentric LLC | TX | DC | 1,217 | $38.9M | $31,981 | $2,244 | $68.70 |
| U.S. Tool Grinding, Inc. Employees Profit Sharing Plan | U.S. Tool Grinding, Inc. | MO | DC | 1,186 | $34.1M | $28,739 | $1,108 | $141 |
| Mid-State Machine and Fabricating Corp. 401(k) Plan | Mid-State Machine and Fabricatin | FL | DC | 1,101 | $15.6M | $14,147 | $1,046 | $122 |
| M & K Employee Services, Inc. 401(k) Plan | M & K Employee Services, Inc. | MI | DC | 1,095 | $35.5M | $32,377 | $753 | $96.08 |
| The Ogeechee Group, Inc. 401 K Plan | The Ogeechee Group, Inc. | GA | DC | 1,016 | $20.0M | $19,731 | $312 | $58.99 |
| Saber Power Services, LLC 401(k) Profit Sharing Plan | Saber Power Services, LLC | TX | DC | 1,002 | $49.6M | $49,496 | $2,467 | $188 |
| Grand Traditions 401(k) Plan | Grand Industrial, LLC | IN | DC | 987 | $10.5M | $10,592 | $740 | $80.88 |
| City Facilities Management (US) LLC 401(k) Plan | City Facilities Management (US) LLC | FL | DC | 892 | $49.8M | $55,850 | $4,107 | $211 |
| Ovation Holdings 401(k) Retirement Plan | Ovation Holdings | IA | DC | 861 | $45.3M | $52,579 | $4,065 | $416 |
| VT San Antonio Aerospace Inc. 401(k) Plan | VT San Antonio Aerospace, Inc. | TX | DC | 858 | $26.9M | $31,323 | $2,195 | $40.08 |
| Indel Power Group 401(k) Plan | Indel Power Group | VA | DC | 839 | $58.2M | $69,353 | $2,222 | $27.85 |
| R. J. Young Profit Sharing Plan | Robert J. Young Company, Inc. | TN | DC | 837 | $68.1M | $81,406 | $2,248 | $288 |
| Lor, Inc. 401(k) Plan | Lor, Inc. | GA | DC | 782 | $70.4M | $90,031 | $4,317 | $168 |
| Guardian Fueling Technologies, LLC 401(k) Plan | Guardian Fueling Technologies LLC | FL | DC | 775 | $26.7M | $34,493 | $1,216 | $276 |
| Cooper Machinery Services, LLC 401(k) Plan | Cooper Machinery Services, LLC | TX | DC | 760 | $35.1M | $46,136 | $4,528 | $30.66 |
| Aeg Merit Holding Company 401(k) Plan | Elevation Services Holdings II, LLC | NY | DC | 735 | $63.6M | $86,565 | $5,652 | $328 |
| Liberty Lift Solutions, LLC 401(k) Plan | Liberty Lift Solutions LLC | TX | DC | 728 | $22.7M | $31,224 | $2,909 | $70.23 |
| Rescar Companies Profit Sharing and 401(k) Plan and Trust | Rescar Companies | IL | DC | 712 | $35.8M | $50,216 | $927 | $20.48 |
| Flanders Electric Motor Service, LLC 401(k) Profit Sharing Plan | Flanders Electric Motor SVC | IN | DC | 702 | $46.0M | $65,589 | $2,430 | $255 |
By plan size
By state
Questions and answers
How many retirement plans are there in commercial & industrial machinery & equipment (except automotive & electronic) repair & maintenance?
170 plans with 100 or more participants filed Form 5500 for plan year 2024, out of 312 pension plans on the full form. Smaller plans file Form 5500-SF and are counted separately where shown.
What is the typical 401(k) balance in commercial & industrial machinery & equipment (except automotive & electronic) repair & maintenance?
The median defined contribution plan reported $52,642 in net assets per participant (middle half of plans: $29,864 to $74,713); nationally it was $53,031. This is a plan-level average that includes former employees, not a typical person's balance.
What do employers contribute in commercial & industrial machinery & equipment (except automotive & electronic) repair & maintenance?
The median defined contribution plan received $2,132 in employer contributions per active participant, against $2,174 nationally. Plans with no employer contribution are included at zero.
What are average 401(k) fees in commercial & industrial machinery & equipment (except automotive & electronic) repair & maintenance?
Among defined contribution plans that report any Schedule C compensation, the median was $138 per participant and 0.34% of net assets (nationally $123 and 0.26%). Schedule C leaves out fund expense ratios and fees the employer pays, so it understates total cost.
Where does this come from?
Form 5500 annual reports in the EBSA research files, with filings received through 24 Aug 2026. Medians are computed by this site across plans with 100 or more participants.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Totals count every pension plan on the full form; medians and the plan list cover plans with 100 or more participants. See the methodology.