401(k) · DOL Form 5500 · 2023

Waupaca Foundry, Inc. 401(k) Plan

Data updated 2026-08-11

$565M
Total assets: 3,346
Participants: 98th
Percentile by assets: $168,879
Avg per participant

Official DOL plan name: Waupaca Foundry, Inc. Consolidated Retirement Plan · Sponsored by Waupaca Foundry, Inc. · Wisconsin · Manufacturing

$565M in assets, 3,346 participants

Waupaca Foundry, Inc.'s Waupaca Foundry, Inc. Consolidated Retirement Plan reported $565M in total assets and 3,346 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 127,072 plans)
#18,005 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Waupaca Foundry, Inc. Consolidated Retirement Plan covers 3,346 participants in Wisconsin, 5.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $565M.

$565M
total plan assets (2023 EOY): 3,346
covered participants: 98th
percentile by assets (of 127,072 plans): $168,879
avg assets per participant

Waupaca Foundry, Inc. Consolidated Retirement Plan reported net income rose from -$105M in the plan year 2022 filing to $70M in the plan year 2023 filing.
Waupaca Foundry, Inc. Consolidated Retirement Plan reported participants fell from 3,917 in the plan year 2022 filing to 3,346 in the plan year 2023 filing.
Waupaca Foundry, Inc. Consolidated Retirement Plan end-of-year assets rose from $506M in the plan year 2022 filing to $565M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Waupaca Foundry, Inc. Consolidated Retirement Plan reports 3,346 participants - 5.9x that state average ($565M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$506M
Net Assets (End of Year)	$564M
Net Income	$70M
Employer EIN	390880924
Plan Effective Date	1957-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Waupaca Foundry, Inc.)

Total plan assets by year, all Waupaca Foundry, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	4,209	$585M
2023	2	3,583	$662M
2024	2	3,607	$702M

Nearby 401(k) Plans in Wisconsin

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

Waupaca Foundry, Inc. Consolidated Retirement 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 Waupaca Foundry, Inc. Consolidated Retir… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Waupaca Foundry, Inc. Consolidated Retirement Plan by total assets, not by location.

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan (MA) $565M · 810
Husch Blackwell LLP 401(k) Plan (MO) $566M · 1,456
Horizon Air Savings Investment Plan (WA) $566M · 4,550
Api Group, Inc. 401(k) & Profit Sharing Plan (MN) $567M · 5,691

Frequently Asked Questions

How did Waupaca Foundry, Inc. Consolidated Retirement Plan assets move in 2023? ▼

Waupaca Foundry, Inc. Consolidated Retirement Plan grew at a solid clip - up 11.6% during 2023, from $506M to $565M. Reported net income was $70M.

How have Waupaca Foundry, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Waupaca Foundry, Inc.'s sponsor-wide assets grew 20.0%, from $585M to $702M.

Where does Waupaca Foundry, Inc. Consolidated Retirement Plan rank by assets among Form 5500 filers? ▼

Waupaca Foundry, Inc. Consolidated Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Waupaca Foundry, Inc. Consolidated Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan in MA ($565M, 810 participants).

Next read for Waupaca Foundry, Inc. Consolidated Retir…

Filing takeaways

Ways to act on Waupaca Foundry, Inc. Consolidated Retirement Plan's numbers.

By total assets, Waupaca Foundry, Inc. Consolidated Retirement Plan ranks in the top 5% 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
Waupaca Foundry, Inc.'s sponsor-wide assets have grown 20.0% 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 390880924.