401(k) · DOL Form 5500 · 2023

Enerpac Tool Group Corp 401(k) Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
636
Participants Below avg headcount
93rd
Percentile by assets National rank
$220,078
Avg per participant Above avg balance/head
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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.

  • #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.

#16,775
in Manufacturing (18,722 peers)
+9.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Enerpac Tool Group 401(k) Plan's outsized position 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

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

Enerpac Tool Group 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. Enerpac Tool Group 401(k) Plan sits mid-pack in the medium band (636 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 390168610 · Enerpac Tool Group Corp PY 2023 · 401(k)

Enerpac Tool Group 401(k) Plan · $140M · 636 · 93rd

  • EBSA $140M
  • PART 636
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Workiva 401(k) Plan
  • VS-ST ind #16775

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 →

Enerpac Tool Group 401(k) Plan in the asset neighbourhood

Pgt Savings Plan$140MMidwest Anesthesia Partners LLC 401(k) P/S PlanMidwest Anesthesia Partners …$140MEnerpac Tool Group 401(k) PlanEnerpac Tool Group 401(k) Pl…$140MWorkiva 401(k) Plan$140MPlaskolite, LLC. & Subsidiaries Amended and Restated Profit Sharing PlanPlaskolite, LLC. & Subsidiar…$140M
End-of-year total assets ($M) among Enerpac Tool Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$140M
Net Income$12M
Employer EIN390168610
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Enerpac Tool Group Corp)

Sponsor-wide plan assets over time

All Enerpac Tool Group Corp plans reported in each filing year

Latest sponsor-wide plan assets
$177M 11.875053512697196% vs 2022
2024 filing year
$150M$160M$170M$180M 202220232024 $158M $177M ▲ +11.9%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Enerpac Tool Group 401(k) Plan, Total assets ($B): 0.139969601 · Participants: 636Enerpac Tool Group 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
Enerpac Tool Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Enerpac Tool Group 401(k) Plan side-by-side with 3 peers →

Enerpac Tool Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Workiva 401(k) Plan in IA ($140M); by covered participants it is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY (636 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($140M here).

Similar participant headcount

Nearest other-state filings by covered participants (636 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 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).
Which 401(k) plans cover a similar participant headcount to Enerpac Tool Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY (636 participants, $94M 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 390168610.

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.