401(k) · DOL Form 5500 · 2023

Terex Corporation 401(k) Plan

Data updated 2026-08-25

$639M
Total assets Above avg plan size
3,912
Participants Above avg headcount
98th
Percentile by assets National rank
$163,218
Avg per participant Above avg balance/head
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Official DOL plan name: Terex Corporation and Affiliates 401(k) Retirement Savings Plan · Sponsored by Terex Corporation · Connecticut · Manufacturing

$639M in assets, 3,912 participants

Terex Corporation's Terex Corporation and Affiliates 401(k) Retirement Savings Plan reported $639M in total assets and 3,912 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,075 in Manufacturing (18,722 peers)

Coverage in Connecticut

Terex Corporation and Affiliates 401(k) Retirement Savings Plan covers 3,912 participants in Connecticut, 5.5x the typical Connecticut plan (state average ~718 per filing). Assets: $639M.

#18,075
in Manufacturing (18,722 peers)
+17.5%
assets growth YoY
6.4×
vs typical plan assets (national mean)

Terex Corporation and Affiliates 401(k) Retirement Savings Plan's outsized position by total assets

Terex Corporation and Affiliates 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$638,507,885 Top 2% higher than 98% of 127,068 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 2023

Terex Corporation and Affiliates 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terex Corporation and Affiliates 401(k) Retirement Savings Plan lands in the large band (3,912 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terex Corporation and Affiliates 401(k) Retirement Savings Plan reported net income rose from -$135M in the plan year 2022 filing to $95M in the plan year 2023 filing.
  • Terex Corporation and Affiliates 401(k) Retirement Savings Plan end-of-year assets rose from $544M in the plan year 2022 filing to $639M in the plan year 2023 filing.
  • Terex Corporation and Affiliates 401(k) Retirement Savings Plan reported participants rose from 3,781 in the plan year 2022 filing to 3,912 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341531521 · Terex Corporation PY 2023 · 401(k)

Terex Corporation and Affiliates 401(k) Retirement Savings Plan · $639M · 3,912 · 98th

  • IND $639M
  • IND 3,912
  • IND 98th
  • IND 401(k)
  • IND near Panduit 401(k) and Profit Sharing Plan
  • IND ind #18075

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 Connecticut →

Terex Corporation and Affiliates 401(k) Retirement Savings Plan in the asset neighbourhood

Spire Employee Savings Plan$639MMenasha Corporation 401(k) Retirement Savings PlanMenasha Corporation 401(k) R…$639MPanduit 401(k) and Profit Sharing PlanPanduit 401(k) and Profit Sh…$639MTerex Corporation and Affiliates 401(k) Retirement Savings PlanTerex Corporation and Affili…$639MPrysmian Group 401(k) Plan$638M
End-of-year total assets ($M) among Terex Corporation and Affiliates 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$544M
Net Assets (End of Year)$639M
Net Income$95M
Employer EIN341531521
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terex Corporation)

Sponsor-wide plan assets over time

All Terex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$687M 26.455944740054882% vs 2022
2024 filing year
$500M$550M$600M$650M$700M$750M 202220232024 $544M $687M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 3,781 $544M
2023 1 3,912 $639M
2024 1 4,280 $687M

Nearby 401(k) Plans in Connecticut

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

Terex Corporation and Affiliates 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Terex Corporation and Affiliates 401(k) Retirement Savings Plan, Total assets ($B): 0.638507885 · Participants: 3912Terex Corporation and Affiliates 401(k) Retirement Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Terex Corporation and Affiliates 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Terex Corporation and Affiliates 401(k) Retirement Savings Plan side-by-side with 3 peers →

Terex Corporation and Affiliates 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Panduit 401(k) and Profit Sharing Plan in IL ($639M); by covered participants it is Nexion Health, Inc. 401(k) Plan and Trust in MD (3,912 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($639M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,912 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Terex Corporation and Affiliates 401(k) Retirement Savings Plan assets move in 2023? ▼
Terex Corporation and Affiliates 401(k) Retirement Savings Plan grew sharply - up 17.5% during 2023, from $544M to $639M. Reported net income was $95M.
How have Terex Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terex Corporation's sponsor-wide assets grew 26.5%, from $544M to $687M.
Where does Terex Corporation and Affiliates 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Terex Corporation and Affiliates 401(k) Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Terex Corporation and Affiliates 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Panduit 401(k) and Profit Sharing Plan in IL ($639M, 1,515 participants).
Which 401(k) plans cover a similar participant headcount to Terex Corporation and Affiliates 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexion Health, Inc. 401(k) Plan and Trust in MD (3,912 participants, $19M in assets).

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 341531521.

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.