401(k) · DOL Form 5500 · 2023

Poclain Hydraulics, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
262
Participants Below avg headcount
75th
Percentile by assets National rank
$86,338
Avg per participant Below avg balance/head
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Official DOL plan name: Poclain Hydraulics, Inc. Savings & Retirement Plan · Sponsored by Poclain Hydraulics, Inc. · Wisconsin · Manufacturing

$23M in assets, 262 participants

Poclain Hydraulics, Inc.'s Poclain Hydraulics, Inc. Savings & Retirement Plan reported $23M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,212 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Poclain Hydraulics, Inc. Savings & Retirement Plan covers 262 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.

#12,212
in Manufacturing (18,722 peers)
+14.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Poclain Hydraulics, Inc. Savings & Retirement Plan's outsized position by total assets

Poclain Hydraulics, Inc. Savings & Retirement Plan vs every filed plan by assets

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

$22,620,452 Top 25% higher than 75% 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

Poclain Hydraulics, Inc. Savings & Retirement 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. Poclain Hydraulics, Inc. Savings & Retirement Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Poclain Hydraulics, Inc. Savings & Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Poclain Hydraulics, Inc. Savings & Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Poclain Hydraulics, Inc. Savings & Retirement Plan reported participants rose from 231 in the plan year 2022 filing to 262 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541083846 · Poclain Hydraulics, Inc. PY 2023 · 401(k)

Poclain Hydraulics, Inc. Savings & Retirement Plan · $23M · 262 · 75th

  • PART $23M
  • TYPE 262
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Cheyenne 401(k) Plan
  • BOY ind #12212

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 →

Poclain Hydraulics, Inc. Savings & Retirement Plan in the asset neighbourhood

Composidie, Inc. Employee Retirement PlanComposidie, Inc. Employee Re…$23MPoclain Hydraulics, Inc. Savings & Retirement PlanPoclain Hydraulics, Inc. Sav…$23MCheyenne 401(k) Plan$23MTrim-Tex, Inc. Employees Profit Sharing PlanTrim-Tex, Inc. Employees Pro…$23MOtis Health Care Center 401(k) PlanOtis Health Care Center 401(…$23M
End-of-year total assets ($M) among Poclain Hydraulics, Inc. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN541083846
Plan Effective Date1993-01-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Poclain Hydraulics, Inc.)

Sponsor-wide plan assets over time

All Poclain Hydraulics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 24.70713030070234% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $24.6M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 231 $20M
2023 1 262 $23M
2024 1 280 $25M

Nearby 401(k) Plans in Wisconsin

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

Poclain Hydraulics, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Poclain Hydraulics, Inc. Savings & Retirement Plan, Total assets ($B): 0.022620452 · Participants: 262Poclain Hydraulics, Inc. Savings & 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
Poclain Hydraulics, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Poclain Hydraulics, Inc. Savings & Retirement Plan side-by-side with 3 peers →

Poclain Hydraulics, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cheyenne 401(k) Plan in OK ($23M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Poclain Hydraulics, Inc. Savings & Retirement Plan assets move in 2023? ▼
Poclain Hydraulics, Inc. Savings & Retirement Plan grew at a solid clip - up 14.5% during 2023, from $20M to $23M. Reported net income was $3M.
How have Poclain Hydraulics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poclain Hydraulics, Inc.'s sponsor-wide assets grew 24.7%, from $20M to $25M.
Where does Poclain Hydraulics, Inc. Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Poclain Hydraulics, Inc. Savings & Retirement Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Poclain Hydraulics, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cheyenne 401(k) Plan in OK ($23M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Poclain Hydraulics, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants, N/A 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 541083846.

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.