Other · DOL Form 5500 · 2022

Twin Disc, Incorporated Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
N/A
Participants Small participant base
90th
Percentile by assets National rank
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Official DOL plan name: Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees · Sponsored by Twin Disc, Incorporated · Wisconsin · Manufacturing

$61M in assets, N/A participants

Twin Disc, Incorporated's Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees reported $61M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,410 in Manufacturing (20,602 peers)

Where Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees sits by assets

Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees sits in the top 10% of all filed plans by assets, $61M for N/A participants.

#17,410
in Manufacturing (20,602 peers)
0.6×
vs typical plan assets (national mean)

Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees's outsized position by total assets

Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$60,965,276 Top 10% higher than 90% of 139,123 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 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 390667110 · Twin Disc, Incorporated PY 2022 · Other

Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees · $61M · N/A · 90th

  • VS-ST $61M
  • BOY N/A
  • SCH 90th
  • EBSA Other
  • PART near Lindenwood University Defined Contribution and Tax Deferred Annuity Plan
  • TYPE ind #17410

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 →

Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees in the asset neighbourhood

Education Northwest Defined Contribution PlanEducation Northwest Defined …$61MCarnegie Institution of Washington Supplemental Retirement Annuity (Sra) PlanCarnegie Institution of Wash…$61MRadiological Society of North America Defined Contribution Retirement PlanRadiological Society of Nort…$61MLindenwood University Defined Contribution and Tax Deferred Annuity PlanLindenwood University Define…$61MTwin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried EmployeesTwin Disc, Inc Combined Reti…$61M
End-of-year total assets ($M) among Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$61M
Employer EIN390667110
Plan Effective Date2022-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Twin Disc, Incorporated)

Sponsor-wide plan assets over time

All Twin Disc, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$132M 3.68277524535369% vs 2022
2024 filing year
$125M$130M$135M$140M 202220232024 $127M $132M ▲ +3.7%
Year Plans Participants Total Assets
2022 6 373 $127M
2023 4 370 $135M
2024 4 348 $132M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees, Total assets ($B): 0.060965276 · Participants: 0Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried EmployeesThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees side-by-side with 3 peers →

Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees's closest out-of-state Other peers by assets

Outside Wisconsin, the nearest Other by end-of-year assets is Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in MO at $61M (this filing: $61M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Twin Disc, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twin Disc, Incorporated's sponsor-wide assets grew 3.7%, from $127M to $132M.
Where does Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees rank by assets among Form 5500 filers? ▼
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees? ▼
Among Other plans in other states, the closest by assets is Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in MO ($61M, 549 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390667110.

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.