Profit Sharing · DOL Form 5500 · 2023

Twin Disc, Incorporated Profit Sharing Plan

Data updated 2026-08-25

$870K
Total assets Small plan by assets
22
Participants Small participant base
22nd
Percentile by assets National rank
$39,527
Avg per participant Low balance/head
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Official DOL plan name: Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees · Sponsored by Twin Disc, Incorporated · Wisconsin · Manufacturing

$870K in assets, 22 participants

Twin Disc, Incorporated's Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees reported $870K in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,804 in Manufacturing (18,722 peers)

2023 asset change

Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees declined sharply 18.1% in 2023 ($1M → $870K) for 22 participants.

#1,804
in Manufacturing (18,722 peers)
-18.1%
assets change YoY

The plan reported a net loss of $192K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees among the smaller filed plans by assets

Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees vs every filed plan by assets

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

$869,603 22nd percentile higher than 22% 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

Twin Disc, Incorporated Retirement Savings Plan for Hourly 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 Hourly Employees is a small filing (22 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 Hourly Employees reported net income rose from -$372K in the plan year 2022 filing to -$192K in the plan year 2023 filing.
  • Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees end-of-year assets fell from $1M in the plan year 2022 filing to $870K in the plan year 2023 filing.
  • Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees reported participants fell from 26 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390667110 · Twin Disc, Incorporated PY 2023 · Profit Sharing

Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees · $870K · 22 · 22nd

  • BOOK $870K
  • BOOK 22
  • BOOK 22nd
  • BOOK Profit Sharing
  • BOOK near Law Offices of Gregory Kulis Psp
  • BOOK ind #1804

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 Hourly Employees in the asset neighbourhood

Twin Disc, Incorporated Retirement Savings Plan for Hourly EmployeesTwin Disc, Incorporated Reti…$870KLaw Offices of Gregory Kulis PspLaw Offices of Gregory Kulis…$870KJf Amador-Lopez Retirement Plan (Formerly Also Knows Innovation Imaging, LLC Retirement Plan)Jf Amador-Lopez Retirement P…$869KStill Water, Inc. Retirement PlanStill Water, Inc. Retirement…$870KIntrex International, Inc. Profit Sharing Plan & TrustIntrex International, Inc. P…$870K
End-of-year total assets ($M) among Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Twin Disc, Incorporated years around the 2023 move

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
$125M$130M$135M$140M 202220232024 $127M $132M ▲ +3.7%
Year Plans Participants Total Assets
2022 6 373 $127M
2023 4 370 $135M
2024 4 348 $132M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$870K
Net Income-$192K
Employer EIN390667110
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees, Total assets ($B): 0.000869603 · Participants: 22Twin Disc, Incorporated Retirement Savings Plan for Hourly EmployeesThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees side-by-side with 3 peers →

Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Law Offices of Gregory Kulis Psp in IL ($870K); by covered participants it is More 2 Life Inc. Retirement Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees assets move in 2023? ▼
Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees declined sharply - down 18.1% during 2023, from $1M to $870K. Reported net income was -$192K.
How have Twin Disc, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twin Disc, Incorporated's sponsor-wide assets grew 3.7%, from $127M to $132M.
Where does Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees rank by assets among Form 5500 filers? ▼
Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees? ▼
Among Profit Sharing plans in other states, the closest by assets is Law Offices of Gregory Kulis Psp in IL ($870K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees? ▼
Among Profit Sharing plans in other states, the closest by covered participants is More 2 Life Inc. Retirement Plan in NY (22 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 390667110.

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.