401(k) · DOL Form 5500 · 2023

Waupaca Foundry, Inc. 401(k) Plan

Data updated 2026-08-25

$565M
Total assets Above avg plan size
3,346
Participants Above avg headcount
98th
Percentile by assets National rank
$168,879
Avg per participant Above avg balance/head
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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.

  • #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.

#18,005
in Manufacturing (18,722 peers)
+11.6%
assets growth YoY
5.7×
vs typical plan assets (national mean)

Waupaca Foundry, Inc. Consolidated Retirement Plan's outsized position by total assets

Waupaca Foundry, Inc. Consolidated Retirement Plan vs every filed plan by assets

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

$565,068,457 Top 2% higher than 98% 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

Waupaca Foundry, Inc. Consolidated Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waupaca Foundry, Inc. Consolidated Retirement Plan lands in the large band (3,346 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 390880924 · Waupaca Foundry, Inc. PY 2023 · 401(k)

Waupaca Foundry, Inc. Consolidated Retirement Plan · $565M · 3,346 · 98th

  • ASSETS $565M
  • ASSETS 3,346
  • ASSETS 98th
  • ASSETS 401(k)
  • ASSETS near Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan
  • ASSETS ind #18005

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 →

Waupaca Foundry, Inc. Consolidated Retirement Plan in the asset neighbourhood

Api Group, Inc. 401(k) & Profit Sharing PlanApi Group, Inc. 401(k) & Pro…$567MHorizon Air Savings Investment PlanHorizon Air Savings Investme…$566MHusch Blackwell LLP 401(k) PlanHusch Blackwell LLP 401(k) P…$566MWaupaca Foundry, Inc. Consolidated Retirement PlanWaupaca Foundry, Inc. Consol…$565MLoomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement PlanLoomis, Sayles & Company, L.…$565M
End-of-year total assets ($M) among Waupaca Foundry, Inc. Consolidated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$506M
Net Assets (End of Year)$564M
Net Income$70M
Employer EIN390880924
Plan Effective Date1957-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waupaca Foundry, Inc.)

Sponsor-wide plan assets over time

All Waupaca Foundry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$702M 19.98856701447294% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $585M $702M ▲ +20.0%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Waupaca Foundry, Inc. Consolidated Retirement Plan, Total assets ($B): 0.565068457 · Participants: 3346Waupaca Foundry, Inc. Consolidated Retirement 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
Waupaca Foundry, Inc. Consolidated Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Waupaca Foundry, Inc. Consolidated Retirement Plan side-by-side with 3 peers →

Waupaca Foundry, Inc. Consolidated Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan in MA ($565M); by covered participants it is Pure Storage, Inc. 401(k) Plan in CA (3,347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,346 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 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).
Which 401(k) plans cover a similar participant headcount to Waupaca Foundry, Inc. Consolidated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pure Storage, Inc. 401(k) Plan in CA (3,347 participants, $447M 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 390880924.

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.