401(k) · DOL Form 5500 · 2023

Engine & Transmission Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
553
Participants Below avg headcount
48th
Percentile by assets National rank
$11,118
Avg per participant Low balance/head
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Official DOL plan name: Engine & Transmission Exchange, Inc 401(k) Plan and Trust · Sponsored by Engine & Transmission Exchange, Inc. · Wisconsin · Other Services

$6M in assets, 553 participants

Engine & Transmission Exchange, Inc.'s Engine & Transmission Exchange, Inc 401(k) Plan and Trust reported $6M in total assets and 553 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,415 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Engine & Transmission Exchange, Inc 401(k) Plan and Trust ranks #5,415 of 7,857 2023 filers by assets (326% of the sector average)-$6M for 553 participants.

#5,415
in Other Services (7,857 peers)
+34.2%
assets growth YoY

Engine & Transmission Exchange, Inc 401(k) Plan and Trust's mid-pack asset rank among Other Services and all filers

Engine & Transmission Exchange, Inc 401(k) Plan and Trust vs every filed plan by assets

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

$6,148,322 48th percentile higher than 48% 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

Engine & Transmission Exchange, Inc 401(k) Plan and Trust 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. Engine & Transmission Exchange, Inc 401(k) Plan and Trust sits mid-pack in the medium band (553 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Engine & Transmission Exchange, Inc 401(k) Plan and Trust reported net income rose from -$293K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Engine & Transmission Exchange, Inc 401(k) Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Engine & Transmission Exchange, Inc 401(k) Plan and Trust reported participants rose from 494 in the plan year 2022 filing to 553 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391571264 · Engine & Transmission Exchange, Inc. PY 2023 · 401(k)

Engine & Transmission Exchange, Inc 401(k) Plan and Trust · $6M · 553 · 48th

  • 5500 $6M
  • ASSETS 553
  • PCT 48th
  • EIN 401(k)
  • RANK near Birge & Held Asset Management, LLC 401(k) Plan
  • PHOTO ind #5415

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 Other Services retirement plans → · Plans in Wisconsin →

Engine & Transmission Exchange, Inc 401(k) Plan and Trust in the asset neighbourhood

Engine & Transmission Exchange, Inc 401(k) Plan and TrustEngine & Transmission Exchan…$6MBirge & Held Asset Management, LLC 401(k) PlanBirge & Held Asset Managemen…$6MLiberty Motors, Inc. 401(k) PlanLiberty Motors, Inc. 401(k) …$6MNes 401(k) Retirement Plan$6MSeaway Bolt & Specials Co., Inc. 401(k) PlanSeaway Bolt & Specials Co., …$6M
End-of-year total assets ($M) among Engine & Transmission Exchange, Inc 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN391571264
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engine & Transmission Exchange, Inc.)

Sponsor-wide plan assets over time

All Engine & Transmission Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 68.16721716921941% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.58M $7.71M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 494 $5M
2023 1 553 $6M
2024 1 586 $8M

Nearby 401(k) Plans in Wisconsin

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

Engine & Transmission Exchange, Inc 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Engine & Transmission Exchange, Inc 401(k) Plan and Trust, Total assets ($B): 0.006148322 · Participants: 553Engine & Transmission Exchange, Inc 401(k) Plan and TrustAdvocate 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
Engine & Transmission Exchange, Inc 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Engine & Transmission Exchange, Inc 401(k) Plan and Trust side-by-side with 3 peers →

Engine & Transmission Exchange, Inc 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Birge & Held Asset Management, LLC 401(k) Plan in IN ($6M); by covered participants it is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (553 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 Engine & Transmission Exchange, Inc 401(k) Plan and Trust assets move in 2023? ▼
Engine & Transmission Exchange, Inc 401(k) Plan and Trust surged - up 34.2% during 2023, from $5M to $6M. Reported net income was $2M.
How have Engine & Transmission Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engine & Transmission Exchange, Inc.'s sponsor-wide assets grew 68.2%, from $5M to $8M.
Which 401(k) plans are similar in size to Engine & Transmission Exchange, Inc 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Birge & Held Asset Management, LLC 401(k) Plan in IN ($6M, 539 participants).
Which 401(k) plans cover a similar participant headcount to Engine & Transmission Exchange, Inc 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants, $16M 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 391571264.

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.