Defined Benefit (Pension) · DOL Form 5500 · 2022

Enerpac Tool Group Pension Plan

Data updated 2026-08-11

$30M
Total assets
N/A
Participants
83rd
Percentile by assets
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Official DOL plan name: Enerpac Tool Group Retirement Plan · Sponsored by Enerpac Tool Group · Wisconsin · Manufacturing

$30M in assets, N/A participants

Enerpac Tool Group's Enerpac Tool Group Retirement Plan reported $30M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 139,126 plans)
  • #15,534 in Manufacturing (20,602 peers)

Where Enerpac Tool Group Retirement Plan sits by assets

Enerpac Tool Group Retirement Plan sits in the top quartile of all filed plans by assets, $30M for N/A participants, down 23.6% in 2022.

$30M
total plan assets (2022 EOY)
N/A
covered participants
83rd
percentile by assets (of 139,126 plans)
-23.6%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Enerpac Tool Group Retirement Plan sits by total assets

Enerpac Tool Group Retirement Plan vs every filed plan by assets

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

$29,546,552 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Wisconsin
Industry
Manufacturing

Enerpac Tool Group Retirement Plan vs the 2022 asset distribution

By assets, Enerpac Tool Group Retirement Plan outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$30M
Net Income-$9M
Employer EIN390168610
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Enerpac Tool Group)

$150M$160M$170M$180M 202220232024 $158M $177M ▲ +11.9%
Total plan assets by year, all Enerpac Tool Group plans on file
Year Plans Participants Total Assets
2022 2 698 $158M
2023 2 636 $169M
2024 2 546 $177M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Enerpac Tool Group Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Enerpac Tool Group R…, Total assets ($B): 0.029546552 · Participants: 0Enerpac Tool Group R…The Northwestern Mut…, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mut…Building Trades Unit…, Total assets ($B): 2.951985172 · Participants: 9724Building Trades Unit…Rockwell Automation …, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation …The Northwestern Mut…, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mut…Harley-Davidson Reti…, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Reti…
Enerpac Tool Group Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Enerpac Tool Group Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Enerpac Tool Group Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Enerpac Tool Group Retirement Plan assets move in 2022? ▼
Enerpac Tool Group Retirement Plan declined sharply - down 23.6% during 2022, from $39M to $30M. Reported net income was -$9M.
How have Enerpac Tool Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Enerpac Tool Group's sponsor-wide assets grew 11.9%, from $158M to $177M.
Where does Enerpac Tool Group Retirement Plan rank by assets among Form 5500 filers? ▼
Enerpac Tool Group Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Enerpac Tool Group Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Community Resource Credit Union Pension Plan in TX ($30M, 112 participants).

Next read for Enerpac Tool Group Retirement Plan

Scale reading

Ways to act on Enerpac Tool Group Retirement Plan's numbers.

  • By total assets, Enerpac Tool Group Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
  • Enerpac Tool Group's sponsor-wide assets have grown 11.9% since 2022 across 3 plan years on file. More Manufacturing plans

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 390168610.

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.