401(k) · DOL Form 5500 · 2023

Tweet-Garot Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
103
Participants Small participant base
66th
Percentile by assets National rank
$136,081
Avg per participant Near avg balance/head
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Official DOL plan name: Tweet-Garot Mechanical, Inc. 401(k) Plan · Sponsored by Tweet-Garot Mechanical, Inc. · Wisconsin · Construction

$14M in assets, 103 participants

Tweet-Garot Mechanical, Inc.'s Tweet-Garot Mechanical, Inc. 401(k) Plan reported $14M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #5,826 in Construction (9,030 peers)

Coverage in Wisconsin

Tweet-Garot Mechanical, Inc. 401(k) Plan covers 103 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#5,826
in Construction (9,030 peers)
-19.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tweet-Garot Mechanical, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Tweet-Garot Mechanical, Inc. 401(k) Plan vs every filed plan by assets

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

$14,016,352 Top 34% higher than 66% 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

Tweet-Garot Mechanical, Inc. 401(k) Plan 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. Tweet-Garot Mechanical, Inc. 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tweet-Garot Mechanical, Inc. 401(k) Plan end-of-year assets fell from $17M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Tweet-Garot Mechanical, Inc. 401(k) Plan reported net income fell from -$3M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Tweet-Garot Mechanical, Inc. 401(k) Plan reported participants rose from 94 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391194275 · Tweet-Garot Mechanical, Inc. PY 2023 · 401(k)

Tweet-Garot Mechanical, Inc. 401(k) Plan · $14M · 103 · 66th

  • SCH $14M
  • EBSA 103
  • PART 66th
  • TYPE 401(k)
  • NET near Dubuque Racing Association 401(k) Savings Plan
  • BOOK ind #5826

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 Construction retirement plans → · Plans in Wisconsin →

Tweet-Garot Mechanical, Inc. 401(k) Plan in the asset neighbourhood

Tweet-Garot Mechanical, Inc. 401(k) PlanTweet-Garot Mechanical, Inc.…$14MDubuque Racing Association 401(k) Savings PlanDubuque Racing Association 4…$14MKaye Corporation Retirement PlanKaye Corporation Retirement …$14MBay-Houston Towing Company Thrift PlanBay-Houston Towing Company T…$14MAbl Space Systems Company 401(k) PlanAbl Space Systems Company 40…$14M
End-of-year total assets ($M) among Tweet-Garot Mechanical, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN391194275
Plan Effective Date1973-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Tweet-Garot Mechanical, Inc.)

Sponsor-wide plan assets over time

All Tweet-Garot Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 2.8267792539880907% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $17.5M $18M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 94 $17M
2023 1 103 $14M
2024 1 121 $18M

Nearby 401(k) Plans in Wisconsin

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

Tweet-Garot Mechanical, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Tweet-Garot Mechanical, Inc. 401(k) Plan, Total assets ($B): 0.014016352 · Participants: 103Tweet-Garot Mechanical, Inc. 401(k) PlanAdvocate 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
Tweet-Garot Mechanical, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Tweet-Garot Mechanical, Inc. 401(k) Plan side-by-side with 3 peers →

Tweet-Garot Mechanical, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dubuque Racing Association 401(k) Savings Plan in IA ($14M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Tweet-Garot Mechanical, Inc. 401(k) Plan assets move in 2023? ▼
Tweet-Garot Mechanical, Inc. 401(k) Plan declined sharply - down 19.8% during 2023, from $17M to $14M. Reported net income was -$3M.
How have Tweet-Garot Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tweet-Garot Mechanical, Inc.'s sponsor-wide assets grew 2.8%, from $17M to $18M.
Which 401(k) plans are similar in size to Tweet-Garot Mechanical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dubuque Racing Association 401(k) Savings Plan in IA ($14M, 375 participants).
Which 401(k) plans cover a similar participant headcount to Tweet-Garot Mechanical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 391194275.

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.