401(k) · DOL Form 5500 · 2022

Milwaukee Valve Co., LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
366
Participants Below avg headcount
86th
Percentile by assets National rank
$106,168
Avg per participant Below avg balance/head
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Official DOL plan name: Milwaukee Valve Company, LLC Employees' Savings Plan and Trust · Sponsored by Milwaukee Valve Co., LLC · Wisconsin · Manufacturing

$39M in assets, 366 participants

Milwaukee Valve Co., LLC's Milwaukee Valve Company, LLC Employees' Savings Plan and Trust reported $39M in total assets and 366 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #16,352 in Manufacturing (20,602 peers)

Where Milwaukee Valve Company, LLC Employees' Savings Plan and Trust sits by assets

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust sits in the top quartile of all filed plans by assets, $39M for 366 participants (~$106,168/participant), down 20.6% in 2022.

#16,352
in Manufacturing (20,602 peers)
-20.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust's outsized position by total assets

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust vs every filed plan by assets

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

$38,857,392 Top 14% higher than 86% 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 Valve Company, LLC Employees' Savings 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. Milwaukee Valve Company, LLC Employees' Savings Plan and Trust sits mid-pack in the medium band (366 participants).

EBSA filing schedule strip

Filing strip 390965299 · Milwaukee Valve Co., LLC PY 2022 · 401(k)

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust · $39M · 366 · 86th

  • EIN $39M
  • EIN 366
  • EIN 86th
  • EIN 401(k)
  • EIN near Vector North America, Inc. 401(k) Plan
  • EIN ind #16352

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 Valve Company, LLC Employees' Savings Plan and Trust in the asset neighbourhood

Milwaukee Valve Company, LLC Employees' Savings Plan and TrustMilwaukee Valve Company, LLC…$39MVector North America, Inc. 401(k) PlanVector North America, Inc. 4…$39MCarolina Biological Supply Company Savings and Profit Sharing RetirementCarolina Biological Supply C…$39MAllegiance Benefit Plan Management, Inc. 401(k) PlanAllegiance Benefit Plan Mana…$39MS&k Technologies, Inc. 401(k) Profit Sharing Plan and TrustS&k Technologies, Inc. 401(k…$39M
End-of-year total assets ($M) among Milwaukee Valve Company, LLC Employees' Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$39M
Net Income-$10M
Employer EIN390965299
Plan Effective Date1962-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Milwaukee Valve Co., LLC)

Sponsor-wide plan assets over time

All Milwaukee Valve Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 35.08455997252724% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.9M $52.5M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 366 $39M
2023 1 361 $47M
2024 1 378 $52M

Nearby 401(k) Plans in Wisconsin

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

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Milwaukee Valve Company, LLC Employees' Savings Plan and Trust, Total assets ($B): 0.038857392 · Participants: 366Milwaukee Valve Company, LLC Employees' Savings 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 Valve Company, LLC Employees' Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Milwaukee Valve Company, LLC Employees' Savings Plan and Trust side-by-side with 3 peers →

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Vector North America, Inc. 401(k) Plan in MI ($39M); by covered participants it is American Paper & Twine Company Employee Profit Sharing & Benefit Trust in TN (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Valve Company, LLC Employees' Savings Plan and Trust assets move in 2022? ▼
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust declined sharply - down 20.6% during 2022, from $49M to $39M. Reported net income was -$10M.
How have Milwaukee Valve Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milwaukee Valve Co., LLC's sponsor-wide assets grew 35.1%, from $39M to $52M.
Where does Milwaukee Valve Company, LLC Employees' Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust ranks in the 86th 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 401(k) plans are similar in size to Milwaukee Valve Company, LLC Employees' Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vector North America, Inc. 401(k) Plan in MI ($39M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Milwaukee Valve Company, LLC Employees' Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is American Paper & Twine Company Employee Profit Sharing & Benefit Trust in TN (366 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 390965299.

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.