401(k) · DOL Form 5500 · 2023

Twin Disc, Incorporated 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
269
Participants Below avg headcount
89th
Percentile by assets National rank
$264,089
Avg per participant High balance/head
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Official DOL plan name: Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan · Sponsored by Twin Disc, Incorporated · Wisconsin · Manufacturing

$71M in assets, 269 participants

Twin Disc, Incorporated's Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan reported $71M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,602 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan covers 269 participants in Wisconsin, about 48% of the average Wisconsin filer (state average ~563 per filing). Assets: $71M.

#15,602
in Manufacturing (18,722 peers)
+16.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan's outsized position by total assets

Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan vs every filed plan by assets

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

$71,040,072 Top 11% higher than 89% 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 - the Accelerator 401(k) Savings 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. Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan end-of-year assets rose from $61M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan reported participants rose from 260 in the plan year 2022 filing to 269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390667110 · Twin Disc, Incorporated PY 2023 · 401(k)

Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan · $71M · 269 · 89th

  • RANK $71M
  • RANK 269
  • RANK 89th
  • RANK 401(k)
  • RANK near Associated Builders and Contractors, Inc. Retirement & Savings Plan
  • RANK ind #15602

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 - the Accelerator 401(k) Savings Plan in the asset neighbourhood

Ges 401(k) Profit Sharing & Savings PlanGes 401(k) Profit Sharing & …$71MNumerica Credit Union Retirement PlanNumerica Credit Union Retire…$71MTwin Disc, Incorporated - the Accelerator 401(k) Savings PlanTwin Disc, Incorporated - th…$71MAssociated Builders and Contractors, Inc. Retirement & Savings PlanAssociated Builders and Cont…$71MThe Adirondack Trust Company Employee Stock Ownership PlanThe Adirondack Trust Company…$71M
End-of-year total assets ($M) among Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$71M
Net Income$10M
Employer EIN390667110
Plan Effective Date1986-04-01
Filing StatusFILING 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
$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

Nearby 401(k) Plans in Wisconsin

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

Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan, Total assets ($B): 0.071040072 · Participants: 269Twin Disc, Incorporated - the Accelerator 401(k) Savings 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
Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan side-by-side with 3 peers →

Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Associated Builders and Contractors, Inc. Retirement & Savings Plan in DC ($71M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 - the Accelerator 401(k) Savings Plan assets move in 2023? ▼
Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan grew sharply - up 16.8% during 2023, from $61M to $71M. Reported net income was $10M.
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 - the Accelerator 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan ranks in the 89th 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 Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Builders and Contractors, Inc. Retirement & Savings Plan in DC ($71M, 720 participants).
Which 401(k) plans cover a similar participant headcount to Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants, $11M 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.