401(k) · DOL Form 5500 · 2022

Milwaukee Broach Company Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
43
Participants Small participant base
33rd
Percentile by assets National rank
$43,894
Avg per participant Low balance/head
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Official DOL plan name: Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Milwaukee Broach Company Inc · Wisconsin · Manufacturing

$2M in assets, 43 participants

Milwaukee Broach Company Inc's Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,482 in Manufacturing (20,602 peers)

Milwaukee Broach Company Inc multi-year trail

Milwaukee Broach Company Inc's plans moved -34.8% in assets from 2022 to 2024; this filing shows Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust at $2M / 43 participants.

#3,482
in Manufacturing (20,602 peers)
-10.6%
assets change YoY

The plan reported a net loss of $224K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,887,426 33rd percentile higher than 33% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust is a small filing (43 participants) on this national headcount ladder.

DOL schedule card

Filing strip 391532410 · Milwaukee Broach Company Inc PY 2022 · 401(k)

Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust · $2M · 43 · 33rd

  • VS-ST $2M
  • BOY 43
  • SCH 33rd
  • EBSA 401(k)
  • PART near Exceptional Family Resources 401(k) Plan
  • TYPE ind #3482

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Wisconsin →

Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and TrustMilwaukee Broach Company Inc…$2MExceptional Family Resources 401(k) PlanExceptional Family Resources…$2MSaber Building Services, Inc. 401(k) Profit Sharing Plan and TrustSaber Building Services, Inc…$2MRight at Home 401(k) Plan$2MBig Al's 401(k) Profit Sharing Plan and TrustBig Al's 401(k) Profit Shari…$2M
End-of-year total assets ($M) among Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Milwaukee Broach Company Inc multi-year asset trail

Sponsor-wide plan assets over time

All Milwaukee Broach Company Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.79919212726751% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.89M $1.23M ▼ -34.9%
Year Plans Participants Total Assets
2022 1 43 $2M
2023 1 40 $2M
2024 1 40 $1M

Milwaukee Broach Company Inc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$224K
Employer EIN391532410
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001887426 · Participants: 43Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Exceptional Family Resources 401(k) Plan in NY ($2M); by covered participants it is Newscred Inc. 401(k) Plan in NY (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 10.6% during 2022, from $2M to $2M. Reported net income was -$224K.
How have Milwaukee Broach Company Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milwaukee Broach Company Inc's sponsor-wide assets declined 34.8%, from $2M to $1M.
Which 401(k) plans are similar in size to Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Exceptional Family Resources 401(k) Plan in NY ($2M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Milwaukee Broach Company Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Newscred Inc. 401(k) Plan in NY (43 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391532410.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.