401(k) · DOL Form 5500 · 2023

Total Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
280
Participants Below avg headcount
67th
Percentile by assets National rank
$53,015
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Total Mechanical 401(k) Retirement Plan · Sponsored by Total Mechanical, Inc. · Wisconsin · Utilities

$15M in assets, 280 participants

Total Mechanical, Inc.'s Total Mechanical 401(k) Retirement Plan reported $15M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #219 in Utilities (721 peers)

Coverage in Wisconsin

Total Mechanical 401(k) Retirement Plan covers 280 participants in Wisconsin, about 50% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#219
in Utilities (721 peers)
+21.4%
assets growth YoY

Total Mechanical 401(k) Retirement Plan's outsized position by total assets

Total Mechanical 401(k) Retirement Plan vs every filed plan by assets

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

$14,844,203 Top 33% higher than 67% 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

Total Mechanical 401(k) Retirement 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. Total Mechanical 401(k) Retirement Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Total Mechanical 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Total Mechanical 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Total Mechanical 401(k) Retirement Plan reported participants rose from 270 in the plan year 2022 filing to 280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391092230 · Total Mechanical, Inc. PY 2023 · 401(k)

Total Mechanical 401(k) Retirement Plan · $15M · 280 · 67th

  • TYPE $15M
  • TYPE 280
  • TYPE 67th
  • TYPE 401(k)
  • TYPE near Dale Carnegie & Associates, Inc. Savings and Investment Plan
  • TYPE ind #219

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 Utilities retirement plans → · Plans in Wisconsin →

Total Mechanical 401(k) Retirement Plan in the asset neighbourhood

Coughlin Automotive Group 401(k) Profit Sharing PlanCoughlin Automotive Group 40…$15MChildren's Home Association of Illinois Retirement PlanChildren's Home Association …$15MTotal Mechanical 401(k) Retirement PlanTotal Mechanical 401(k) Reti…$15MDale Carnegie & Associates, Inc. Savings and Investment PlanDale Carnegie & Associates, …$15MPan-Pacific Holdings Corporation Savings Retirement PlanPan-Pacific Holdings Corpora…$15M
End-of-year total assets ($M) among Total Mechanical 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN391092230
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Total Mechanical, Inc.)

Sponsor-wide plan assets over time

All Total Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 42.97360609862072% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.2M $17.5M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 270 $12M
2023 1 280 $15M
2024 1 314 $17M

Nearby 401(k) Plans in Wisconsin

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

Total Mechanical 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Total Mechanical 401(k) Retirement Plan, Total assets ($B): 0.014844203 · Participants: 280Total Mechanical 401(k) Retirement 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
Total Mechanical 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Total Mechanical 401(k) Retirement Plan side-by-side with 3 peers →

Total Mechanical 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dale Carnegie & Associates, Inc. Savings and Investment Plan in NY ($15M); by covered participants it is Hfri, LLC 401(k) Plan in IL (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Total Mechanical 401(k) Retirement Plan assets move in 2023? ▼
Total Mechanical 401(k) Retirement Plan grew sharply - up 21.4% during 2023, from $12M to $15M. Reported net income was $3M.
How have Total Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Total Mechanical, Inc.'s sponsor-wide assets grew 43.0%, from $12M to $17M.
Which 401(k) plans are similar in size to Total Mechanical 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dale Carnegie & Associates, Inc. Savings and Investment Plan in NY ($15M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Total Mechanical 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hfri, LLC 401(k) Plan in IL (280 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 391092230.

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.