401(k) · DOL Form 5500 · 2023
Harley-Davidson Motor Company Group, LLC 401(k) Plan
Data updated 2026-08-25
- $181M
- Total assets Near avg plan size
- 1,121
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $161,373
- Avg per participant Above avg balance/head
Official DOL plan name: Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees · Sponsored by Harley-Davidson Motor Company Group, LLC · Wisconsin · Manufacturing
$181M in assets, 1,121 participants
Harley-Davidson Motor Company Group, LLC's Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees reported $181M in total assets and 1,121 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #17,086 in Manufacturing (18,722 peers)
Where Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees sits by assets
Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees sits in the top 10% of all filed plans by assets, $181M for 1,121 participants (~$161,373/participant), up 8.3% in 2023.
- #17,086
- in Manufacturing (18,722 peers)
- +8.3%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees's outsized position by total assets
Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$180,898,626 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees'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. Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees lands in the large band (1,121 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees reported net income rose from -$38M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees end-of-year assets rose from $167M in the plan year 2022 filing to $181M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 391805420 · Harley-Davidson Motor Company Group, LLC PY 2023 · 401(k)
Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees · $181M · 1,121 · 94th
- ASSETS $181M
- PCT 1,121
- EIN 94th
- RANK 401(k)
- PHOTO near Henderson Engineers, Inc. 401(k) Profit Sharing Plan
- IND ind #17086
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 →
Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | $14M |
| Employer EIN | 391805420 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harley-Davidson Motor Company Group, LLC)
Sponsor-wide plan assets over time
All Harley-Davidson Motor Company Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 14.26945304846221% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 5,171 | $1.0B |
| 2023 | 3 | 5,258 | $1.1B |
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
Harley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit Ees's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Henderson Engineers, Inc. 401(k) Profit Sharing Plan in KS ($181M); by covered participants it is Navex Global 401(k) Plan in OR (1,121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181M here).
- Henderson Engineers, Inc. 401(k) Profit Sharing Plan (KS) $181M · 974
- Heineken USA Savings and Retirement Plan (NY) $181M · 434
- Lewis Brisbois Bisgaard & Smith LLP 401(k) Plan (CA) $181M · 385
- Tanium Inc. 401(k) Plan (CA) $181M · 1,527
Similar participant headcount
Nearest other-state filings by covered participants (1,121 participants); asset peers above are excluded.
- Navex Global 401(k) Plan (OR) 1,121 · 0 off
- Food 4 Less Salary Savings Plan (CA) 1,121 · 0 off
- Central City Concern Retirement Plan (OR) 1,121 · 0 off
- The Cathay General Bancorp 401(k) Profit Sharing Plan (CA) 1,120 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.