401(k) · DOL Form 5500 · 2023

E G I Mechanical, Inc. 401(k) Profit Sharing Plan

Compiled by PlainRetire Editorial , Retirement Plans Editorial Team

Data updated 2026-05-15

$2M
Total assets: 15
Participants: 30th
Percentile by assets: $131,123
Avg per participant

Sponsored by E G I Mechanical, Inc. · Wisconsin · Manufacturing

What the 2023 filing shows

E G I Mechanical, Inc. 401(k) Profit Sharing Plan holds $2M for 15 participants - about $131,123 per participant, in the lower half of filed plans by assets, up 28.7% over the 2023 plan year.

$2M
total plan assets (2023 EOY): 15
covered participants: 30th
percentile by assets (of 126,618 plans): $131,123
avg assets per participant

State

Wisconsin

Industry

Manufacturing

401(k) · DOL Form 5500 · 2023

What the Filing Says About E G I Mechanical, Inc. 401(k) Profit Sharing Plan

E G I Mechanical, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by E G I Mechanical, Inc., headquartered in Wisconsin. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 15 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 391824626, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $2M at the beginning of 2023 to $2M at year-end - up 28.7%. Net assets (after liabilities) closed the year at $2M, with reported net income of $438K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years E G I Mechanical, Inc. has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $2M to $2M, a gain of 28.7%, while reported participants moved from 13 to 15 (+15.4%). Year-by-year, sponsor-wide filings show: 2022 - $2M in assets across 1 plan covering 13 participants; 2023 - $2M in assets across 1 plan covering 15 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank E G I Mechanical, Inc. 401(k) Profit Sharing Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2023)

Total Assets (Beginning of Year)	$2M
Total Assets (End of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$438K
Plan Type	401(k)
Employer EIN	391824626
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (E G I Mechanical, Inc.)

Year	Plans	Participants	Total Assets
2022	1	13	$2M
2023	1	15	$2M

Nearby 401(k) Plans in Wisconsin

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

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare E G I Mechanical, Inc. 401(k) Profit Sha… side-by-side with 3 peers →

Frequently Asked Questions

How much money is in the E G I Mechanical, Inc. 401(k) Profit Sharing Plan? ▼

As of the 2023 Form 5500 filing, E G I Mechanical, Inc. 401(k) Profit Sharing Plan holds $2M in total assets with 15 participants. It is sponsored by E G I Mechanical, Inc..

What type of plan is E G I Mechanical, Inc. 401(k) Profit Sharing Plan? ▼

E G I Mechanical, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 391824626.

Who sponsors the E G I Mechanical, Inc. 401(k) Profit Sharing Plan? ▼

E G I Mechanical, Inc. 401(k) Profit Sharing Plan is sponsored by E G I Mechanical, Inc., located in Wisconsin. The sponsor's EIN is 391824626 and the plan operates in the Manufacturing industry.

How did E G I Mechanical, Inc. 401(k) Profit Sharing Plan perform in 2023? ▼

E G I Mechanical, Inc. 401(k) Profit Sharing Plan grew sharply - up 28.7% during 2023, moving from $2M to $2M in total assets. Net income was $438K.

What this filing means

Ways to act on E G I Mechanical, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, E G I Mechanical, Inc. 401(k) Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
E G I Mechanical, Inc.'s sponsor-wide assets have grown 28.7% since 2022 across 2 plan years on file. More Manufacturing plans
A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391824626.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.