401(k) · DOL Form 5500 · 2023

H.G. Weber & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
110
Participants Small participant base
60th
Percentile by assets National rank
$95,763
Avg per participant Below avg balance/head
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Official DOL plan name: H.G. Weber Company Employees' Trust · Sponsored by H.G. Weber & Co., Inc. · Wisconsin · Manufacturing

$11M in assets, 110 participants

H.G. Weber & Co., Inc.'s H.G. Weber Company Employees' Trust reported $11M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,653 in Manufacturing (18,722 peers)

Coverage in Wisconsin

H.G. Weber Company Employees' Trust covers 110 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#8,653
in Manufacturing (18,722 peers)
+5.6%
assets growth YoY

H.G. Weber Company Employees' Trust's mid-pack asset rank among Manufacturing and all filers

H.G. Weber Company Employees' Trust vs every filed plan by assets

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

$10,533,879 Top 40% higher than 60% 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

H.G. Weber Company Employees' Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.G. Weber Company Employees' Trust sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H.G. Weber Company Employees' Trust reported net income rose from -$5M in the plan year 2022 filing to $558K in the plan year 2023 filing.
  • H.G. Weber Company Employees' Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • H.G. Weber Company Employees' Trust reported participants rose from 105 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390692430 · H.G. Weber & Co., Inc. PY 2023 · 401(k)

H.G. Weber Company Employees' Trust · $11M · 110 · 60th

  • NET $11M
  • BOOK 110
  • VS-ST 60th
  • BOY 401(k)
  • SCH near Fisker Group Inc. 401(k) Plan
  • EBSA ind #8653

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 →

H.G. Weber Company Employees' Trust in the asset neighbourhood

H.G. Weber Company Employees' TrustH.G. Weber Company Employees…$11MFisker Group Inc. 401(k) Plan$11MFreightliner of Hartford Inc 401(k) Profit Sharing Plan & TrustFreightliner of Hartford Inc…$11MCrowley Webb and Associates Retirement Savings PlanCrowley Webb and Associates …$11MBrc Employee Retirement Plan$11M
End-of-year total assets ($M) among H.G. Weber Company Employees' Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$558K
Employer EIN390692430
Plan Effective Date1944-10-10
Filing StatusFILING RECEIVED

Sponsor Plan History (H.G. Weber & Co., Inc.)

Sponsor-wide plan assets over time

All H.G. Weber & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 10.771858941658467% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.98M $11.1M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 105 $10M
2023 1 110 $11M
2024 1 112 $11M

Nearby 401(k) Plans in Wisconsin

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

H.G. Weber Company Employees' Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants H.G. Weber Company Employees' Trust, Total assets ($B): 0.010533879 · Participants: 110H.G. Weber Company Employees' TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
H.G. Weber Company Employees' Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare H.G. Weber Company Employees' Trust side-by-side with 3 peers →

H.G. Weber Company Employees' Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Fisker Group Inc. 401(k) Plan in CA ($11M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 H.G. Weber Company Employees' Trust assets move in 2023? ▼
H.G. Weber Company Employees' Trust grew at a solid clip - up 5.6% during 2023, from $10M to $11M. Reported net income was $558K.
How have H.G. Weber & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.G. Weber & Co., Inc.'s sponsor-wide assets grew 10.8%, from $10M to $11M.
Which 401(k) plans are similar in size to H.G. Weber Company Employees' Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fisker Group Inc. 401(k) Plan in CA ($11M, 533 participants).
Which 401(k) plans cover a similar participant headcount to H.G. Weber Company Employees' Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A 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 390692430.

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.