401(k) · DOL Form 5500 · 2023

Enerpac Tool Group Corp 401(k) Plan

Data updated 2026-08-11

$140M
Total assets: 636
Participants: 93rd
Percentile by assets: $220,078
Avg per participant

Official DOL plan name: Enerpac Tool Group 401(k) Plan · Sponsored by Enerpac Tool Group Corp · Wisconsin · Manufacturing

$140M in assets, 636 participants

Enerpac Tool Group Corp's Enerpac Tool Group 401(k) Plan reported $140M in total assets and 636 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#16,775 in Manufacturing (18,722 peers)

Where Enerpac Tool Group 401(k) Plan sits by assets

Enerpac Tool Group 401(k) Plan sits in the top 10% of all filed plans by assets, $140M for 636 participants (~$220,078/participant), up 9.0% in 2023.

$140M
total plan assets (2023 EOY): 636
covered participants: 93rd
percentile by assets (of 127,072 plans): $220,078
avg assets per participant

Where Enerpac Tool Group 401(k) Plan sits by total assets

Enerpac Tool Group 401(k) Plan vs every filed plan by assets

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

$139,969,601 Top 7% higher than 93% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Enerpac Tool Group 401(k) Plan reported net income rose from -$34M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Enerpac Tool Group 401(k) Plan end-of-year assets rose from $128M in the plan year 2022 filing to $140M in the plan year 2023 filing.
Enerpac Tool Group 401(k) Plan reported participants fell from 698 in the plan year 2022 filing to 636 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Manufacturing

Enerpac Tool Group 401(k) Plan vs the 2023 asset distribution

By assets, Enerpac Tool Group 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$128M
Net Assets (End of Year)	$140M
Net Income	$12M
Employer EIN	390168610
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Enerpac Tool Group Corp)

Total plan assets by year, all Enerpac Tool Group Corp plans on file

Year	Plans	Participants	Total Assets
2022	2	698	$158M
2023	2	636	$169M
2024	2	546	$177M

Nearby 401(k) Plans in Wisconsin

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

Enerpac Tool Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Enerpac Tool Group 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Enerpac Tool Group 401(k) Plan by total assets, not by location.

Workiva 401(k) Plan (IA) $140M · 2,000
Midwest Anesthesia Partners LLC 401(k) P/S Plan (IL) $140M · 211
Pgt Savings Plan (FL) $140M · 5,178
Plaskolite, LLC. & Subsidiaries Amended and Restated Profit Sharing Plan (OH) $140M · 1,019

Frequently Asked Questions

How did Enerpac Tool Group 401(k) Plan assets move in 2023? ▼

Enerpac Tool Group 401(k) Plan grew at a solid clip - up 9.0% during 2023, from $128M to $140M. Reported net income was $12M.

How have Enerpac Tool Group Corp plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Enerpac Tool Group Corp's sponsor-wide assets grew 11.9%, from $158M to $177M.

Where does Enerpac Tool Group 401(k) Plan rank by assets among Form 5500 filers? ▼

Enerpac Tool Group 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Enerpac Tool Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Workiva 401(k) Plan in IA ($140M, 2,000 participants).

Next read for Enerpac Tool Group 401(k) Plan

Scale reading

Ways to act on Enerpac Tool Group 401(k) Plan's numbers.

By total assets, Enerpac Tool Group 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Enerpac Tool Group Corp's sponsor-wide assets have grown 11.9% since 2022 across 3 plan years on file. More Manufacturing plans

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 390168610.