401(k) · DOL Form 5500 · 2023

Metal-Era, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
245
Participants Below avg headcount
73rd
Percentile by assets National rank
$83,032
Avg per participant Below avg balance/head
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Official DOL plan name: Mtl Holdings, LLC Retirement Readiness Plan · Sponsored by Metal-Era, LLC · Wisconsin · Manufacturing

$20M in assets, 245 participants

Metal-Era, LLC's Mtl Holdings, LLC Retirement Readiness Plan reported $20M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,789 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Mtl Holdings, LLC Retirement Readiness Plan covers 245 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.

#11,789
in Manufacturing (18,722 peers)
+64.9%
assets growth YoY

Mtl Holdings, LLC Retirement Readiness Plan's outsized position by total assets

Mtl Holdings, LLC Retirement Readiness Plan vs every filed plan by assets

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

$20,342,888 Top 27% higher than 73% 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

Mtl Holdings, LLC Retirement Readiness 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. Mtl Holdings, LLC Retirement Readiness Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mtl Holdings, LLC Retirement Readiness Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mtl Holdings, LLC Retirement Readiness Plan end-of-year assets rose from $12M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391464141 · Metal-Era, LLC PY 2023 · 401(k)

Mtl Holdings, LLC Retirement Readiness Plan · $20M · 245 · 73rd

  • IND $20M
  • IND 245
  • IND 73rd
  • IND 401(k)
  • IND near Sayres and Associates LLC 401(k) Retirement Plan
  • IND ind #11789

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 →

Mtl Holdings, LLC Retirement Readiness Plan in the asset neighbourhood

Mtl Holdings, LLC Retirement Readiness PlanMtl Holdings, LLC Retirement…$20MSayres and Associates LLC 401(k) Retirement PlanSayres and Associates LLC 40…$20MWilliamsmarston LLC Retirement PlanWilliamsmarston LLC Retireme…$20MAmsco Windows 401(k) Profit Sharing PlanAmsco Windows 401(k) Profit …$20MFirst Florida Credit Union 401(k) Profit Sharing PlanFirst Florida Credit Union 4…$20M
End-of-year total assets ($M) among Mtl Holdings, LLC Retirement Readiness 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)$20M
Net Income$3M
Employer EIN391464141
Plan Effective Date2008-03-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Metal-Era, LLC)

Sponsor-wide plan assets over time

All Metal-Era, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $12.3M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 246 $12M
2023 1 245 $20M
2024 1 247 N/A

Nearby 401(k) Plans in Wisconsin

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

Mtl Holdings, LLC Retirement Readiness Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Mtl Holdings, LLC Retirement Readiness Plan, Total assets ($B): 0.020342888 · Participants: 245Mtl Holdings, LLC Retirement Readiness 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
Mtl Holdings, LLC Retirement Readiness Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Mtl Holdings, LLC Retirement Readiness Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sayres and Associates LLC 401(k) Retirement Plan in DC ($20M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Mtl Holdings, LLC Retirement Readiness Plan assets move in 2023?
Mtl Holdings, LLC Retirement Readiness Plan surged - up 64.9% during 2023, from $12M to $20M. Reported net income was $3M.
Which 401(k) plans are similar in size to Mtl Holdings, LLC Retirement Readiness Plan?
Among 401(k) plans in other states, the closest by assets is Sayres and Associates LLC 401(k) Retirement Plan in DC ($20M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Mtl Holdings, LLC Retirement Readiness Plan?
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K in assets).