401(k) · DOL Form 5500 · 2023

Wittmann USA Inc.. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 143
Participants Small participant base: 69th
Percentile by assets National rank: $115,430
Avg per participant Below avg balance/head

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Official DOL plan name: Wittmann USA Inc. · Sponsored by Wittmann USA Inc.. · Connecticut · Manufacturing

$17M in assets, 143 participants

Wittmann USA Inc..'s Wittmann USA Inc. reported $17M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#10,868 in Manufacturing (18,722 peers)

Coverage in Connecticut

Wittmann USA Inc. covers 143 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $17M.

#10,868
in Manufacturing (18,722 peers): +12.7%
assets growth YoY

Wittmann USA Inc.'s outsized position by total assets

Wittmann USA Inc. vs every filed plan by assets

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

$16,506,559 Top 31% higher than 69% 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

Wittmann USA Inc. 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. Wittmann USA Inc. sits mid-pack in the medium band (143 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wittmann USA Inc. reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Wittmann USA Inc. end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Wittmann USA Inc. reported participants fell from 153 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061284828 · Wittmann USA Inc.. PY 2023 · 401(k)

Wittmann USA Inc. · $17M · 143 · 69th

PHOTO $17M
IND 143
EOY 69th
5500 401(k)
ASSETS near First Oklahoma Bank 401(k) Employee Stock Ownership Plan
PCT ind #10868

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 Connecticut →

End-of-year total assets ($M) among Wittmann USA Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$17M
Net Income	$2M
Employer EIN	061284828
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wittmann USA Inc..)

Latest sponsor-wide plan assets: $19M 31.713941262891872% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	153	$15M
2023	1	143	$17M
2024	1	142	$19M

Nearby 401(k) Plans in Connecticut

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

Wittmann USA Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Wittmann USA Inc. side-by-side with 3 peers →

Wittmann USA Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is First Oklahoma Bank 401(k) Employee Stock Ownership Plan in OK ($17M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

First Oklahoma Bank 401(k) Employee Stock Ownership Plan (OK) $17M · 127
Future Solutions Retirement Plan (PA) $17M · 196
First Western Bancshares, Inc. Employee Stock Ownership and 401(k) Plan (AR) $17M · 124
Anchor Partners 401(k) Profit Sharing Plan (TX) $17M · 887

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

Precision International Automotive Products Inc. 401 (K) Plan (NY) 143 · 0 off
Hight Enterprises, Ltd 401(k) Savings Plan (CO) 143 · 0 off
Energy Vault 401(k) Plan (CA) 143 · 0 off
Corner Pantry 401(k) Plan (SC) 143 · 0 off

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 Wittmann USA Inc. assets move in 2023? ▼

Wittmann USA Inc. grew at a solid clip - up 12.7% during 2023, from $15M to $17M. Reported net income was $2M.

How have Wittmann USA Inc.. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wittmann USA Inc..'s sponsor-wide assets grew 31.7%, from $15M to $19M.

Which 401(k) plans are similar in size to Wittmann USA Inc.? ▼

Among 401(k) plans in other states, the closest by assets is First Oklahoma Bank 401(k) Employee Stock Ownership Plan in OK ($17M, 127 participants).

Which 401(k) plans cover a similar participant headcount to Wittmann USA Inc.? ▼

Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 061284828.