401(k) · DOL Form 5500 · 2022
Engine & Transmission Exchange, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 494
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $9,275
- Avg per participant Low balance/head
Official DOL plan name: Engine & Transmission Exchange, Inc 401(k) Plan and Trust · Sponsored by Engine & Transmission Exchange, Inc. · Wisconsin · Other Services
$5M in assets, 494 participants
Engine & Transmission Exchange, Inc.'s Engine & Transmission Exchange, Inc 401(k) Plan and Trust reported $5M in total assets and 494 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #5,712 in Other Services (8,398 peers)
Engine & Transmission Exchange, Inc. multi-year trail
Engine & Transmission Exchange, Inc.'s plans moved +68.2% in assets from 2022 to 2024; this filing shows Engine & Transmission Exchange, Inc 401(k) Plan and Trust at $5M / 494 participants.
- #5,712
- in Other Services (8,398 peers)
- -5.5%
- assets change YoY
The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Engine & Transmission Exchange, Inc 401(k) Plan and Trust's mid-pack asset rank among Other Services and all filers
Engine & Transmission Exchange, Inc 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,581,874 49th percentile higher than 49% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Engine & Transmission Exchange, Inc 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Engine & Transmission Exchange, Inc 401(k) Plan and Trust sits mid-pack in the medium band (494 participants).
EBSA filing schedule strip
Filing strip 391571264 · Engine & Transmission Exchange, Inc. PY 2022 · 401(k)
Engine & Transmission Exchange, Inc 401(k) Plan and Trust · $5M · 494 · 49th
- SCH $5M
- EBSA 494
- PART 49th
- TYPE 401(k)
- NET near Midwest Cooling Towers, Inc. 401(k) Profit Sharing Plan
- BOOK ind #5712
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 Other Services retirement plans → · Plans in Wisconsin →
Engine & Transmission Exchange, Inc 401(k) Plan and Trust in the asset neighbourhood
Engine & Transmission Exchange, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Engine & Transmission Exchange, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 68.16721716921941% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 494 | $5M |
| 2023 | 1 | 553 | $6M |
| 2024 | 1 | 586 | $8M |
Engine & Transmission Exchange, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$293K |
| Employer EIN | 391571264 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Engine & Transmission Exchange, Inc 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Midwest Cooling Towers, Inc. 401(k) Profit Sharing Plan in OK ($5M); by covered participants it is Ahtna 401(k) Plan in AK (494 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (494 participants); asset peers above are excluded.
- Ahtna 401(k) Plan (AK) 494 · 0 off
- Gulf Stream Coach, Inc. Retirement Savings Plan (IN) 494 · 0 off
- National Employee Management Resources Retirement Savings Plan (NJ) 494 · 0 off
- Southeastern Container, Inc. Retirement Savings Plan (NC) 494 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.