Profit Sharing · DOL Form 5500 · 2023
Twin Disc, Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $129,797
- Avg per participant Near avg balance/head
Official DOL plan name: Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees · Sponsored by Twin Disc, Incorporated · Wisconsin · Manufacturing
$4M in assets, 34 participants
Twin Disc, Incorporated's Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees reported $4M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,718 in Manufacturing (18,722 peers)
What the 2023 filing shows
Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees holds $4M for 34 participants - about $129,797 per participant, in the lower half of filed plans by assets.
- #4,718
- in Manufacturing (18,722 peers)
- +2.4%
- assets growth YoY
Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees's mid-pack asset rank among Manufacturing and all filers
Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,413,095 42nd percentile higher than 42% 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, Incorporated Retirement Savings Plan for 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, Incorporated Retirement Savings Plan for Salaried Employees is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees reported net income rose from -$839K in the plan year 2022 filing to $103K in the plan year 2023 filing.
- Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees reported participants rose from 32 in the plan year 2022 filing to 34 in the plan year 2023 filing.
- Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 390667110 · Twin Disc, Incorporated PY 2023 · Profit Sharing
Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees · $4M · 34 · 42nd
- TYPE $4M
- NET 34
- BOOK 42nd
- VS-ST Profit Sharing
- BOY near K Michael Leavitt Chartered Profit Sharing Plan and Trust
- SCH ind #4718
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, Incorporated Retirement Savings Plan for Salaried Employees in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $103K |
| Employer EIN | 390667110 |
| Plan Effective Date | 2009-08-01 |
| 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 Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is K Michael Leavitt Chartered Profit Sharing Plan and Trust in NV ($4M); by covered participants it is Cst Law Retirement Plan in PR (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.
- Cst Law Retirement Plan (PR) 34 · 0 off
- Farmers State Bank of Parkston Profit-Sharing Plan (SD) 34 · 0 off
- Jordan Living Care Inc. Retirement Plan (CA) 34 · 0 off
- Traffic Markings, Inc. Profit Sharing Plan (MA) 34 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.