Defined Benefit (Pension) · DOL Form 5500 · 2023
Twin Disc, Incorporated Pension Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 45
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees · Sponsored by Twin Disc, Incorporated · Wisconsin · Manufacturing
$59M in assets, 45 participants
Twin Disc, Incorporated's Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees reported $59M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,191 in Manufacturing (18,722 peers)
Where Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees sits by assets
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees sits in the top quartile of all filed plans by assets, $59M for 45 participants (~$1.3M/participant), down 3.9% in 2023.
- #15,191
- in Manufacturing (18,722 peers)
- -3.9%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees's outsized position by total assets
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,587,204 Top 13% higher than 87% 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
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees reported participants rose from N/A in the plan year 2022 filing to 45 in the plan year 2023 filing.
- Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees end-of-year assets fell from $61M in the plan year 2022 filing to $59M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390667110 · Twin Disc, Incorporated PY 2023 · Defined Benefit (Pension)
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees · $59M · 45 · 87th
- NET $59M
- BOOK 45
- VS-ST 87th
- BOY Defined Benefit (Pension)
- SCH near Gorton's Retirement Plan
- EBSA ind #15191
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 →
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | -$2M |
| Employer EIN | 390667110 |
| Plan Effective Date | 2022-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Twin Disc, Incorporated)
Sponsor-wide plan assets over time
All Twin Disc, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 3.68277524535369% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 373 | $127M |
| 2023 | 4 | 370 | $135M |
| 2024 | 4 | 348 | $132M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Gorton's Retirement Plan in MA ($59M); by covered participants it is Cosmetic Laboratories, Inc. Cash Balance Plan in TX (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- Gorton's Retirement Plan (MA) $59M · 76
- W.R. Grace & Co. Retirement Plan for Curtis Bay Plant (MD) $59M · 346
- Fresh Mark, Inc. Pension Plan (OH) $59M · 74
- IBEW Local No. 223 Pension (CT) $59M · 300
Similar participant headcount
Nearest other-state filings by covered participants (45 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.