401(k) · DOL Form 5500 · 2023

Terex Corporation 401(k) Plan

Data updated 2026-08-11

$639M
Total assets
3,912
Participants
98th
Percentile by assets
$163,218
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$639M
total plan assets (2023 EOY)
3,912
covered participants
98th
percentile by assets (of 127,072 plans)
$163,218
avg assets per participant

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 →

State
Industry

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Terex Corporation and Affiliates 401(k) Retirement Savings Plan reports 3,912 participants - 5.5x that state average ($639M EOY assets).

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)

$500M$550M$600M$650M$700M$750M 202220232024 $544M $687M ▲ +26.5%
Total plan assets by year, all Terex Corporation plans on file
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

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 an…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Xerox Corporation Sa…Eversource 401(k) Plan
Terex Corporation and Affiliates 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Terex Corporation and Affiliates 401(k) Retirement Savings Plan by total assets, not by location.

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).

Next read for Terex Corporation and Affiliates 401(k) …

Filing takeaways

Ways to act on Terex Corporation and Affiliates 401(k) Retirement Savings Plan's numbers.

  • By total assets, Terex Corporation and Affiliates 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
  • Terex Corporation's sponsor-wide assets have grown 26.5% since 2022 across 3 plan years on file. More Manufacturing plans