401(k) · DOL Form 5500 · 2023

Marine Travelift, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
168
Participants Small participant base
70th
Percentile by assets National rank
$105,214
Avg per participant Below avg balance/head
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Official DOL plan name: Exactech Holdings, Inc. 401(k) Plan · Sponsored by Marine Travelift, Inc. · Wisconsin · Manufacturing

$18M in assets, 168 participants

Marine Travelift, Inc.'s Exactech Holdings, Inc. 401(k) Plan reported $18M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,157 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Exactech Holdings, Inc. 401(k) Plan covers 168 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $18M.

#11,157
in Manufacturing (18,722 peers)
+6.2%
assets growth YoY

Exactech Holdings, Inc. 401(k) Plan's outsized position by total assets

Exactech Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$17,675,937 Top 30% higher than 70% 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

Exactech Holdings, 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. Exactech Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exactech Holdings, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Exactech Holdings, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Exactech Holdings, Inc. 401(k) Plan reported participants rose from 164 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391224611 · Marine Travelift, Inc. PY 2023 · 401(k)

Exactech Holdings, Inc. 401(k) Plan · $18M · 168 · 70th

  • VS-ST $18M
  • VS-ST 168
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near Streamline Health, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #11157

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 →

Exactech Holdings, Inc. 401(k) Plan in the asset neighbourhood

Exactech Holdings, Inc. 401(k) PlanExactech Holdings, Inc. 401(…$18MStreamline Health, Inc. 401(k) Profit Sharing PlanStreamline Health, Inc. 401(…$18MCharlotte Metro Federal Credit Union 401(k) PlanCharlotte Metro Federal Cred…$18MLivestock Nutrition Center 401(k) PlanLivestock Nutrition Center 4…$18MMann Gelon Glodney Gumerove Yee, LLP 401(k) PlanMann Gelon Glodney Gumerove …$18M
End-of-year total assets ($M) among Exactech Holdings, 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)$18M
Net Income$1M
Employer EIN391224611
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marine Travelift, Inc.)

Sponsor-wide plan assets over time

All Marine Travelift, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 19.1466568385322% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $16.6M $19.8M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 164 $17M
2023 1 168 $18M
2024 1 162 $20M

Nearby 401(k) Plans in Wisconsin

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

Exactech Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Exactech Holdings, Inc. 401(k) Plan, Total assets ($B): 0.017675937 · Participants: 168Exactech Holdings, 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
Exactech Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Exactech Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Exactech Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Streamline Health, Inc. 401(k) Profit Sharing Plan in GA ($18M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Exactech Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Exactech Holdings, Inc. 401(k) Plan grew at a solid clip - up 6.2% during 2023, from $17M to $18M. Reported net income was $1M.
How have Marine Travelift, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marine Travelift, Inc.'s sponsor-wide assets grew 19.1%, from $17M to $20M.
Which 401(k) plans are similar in size to Exactech Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Streamline Health, Inc. 401(k) Profit Sharing Plan in GA ($18M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Exactech Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 391224611.

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.