401(k) · DOL Form 5500 · 2023

Milwaukee Valve Co., LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size: 361
Participants Below avg headcount: 85th
Percentile by assets National rank: $130,752
Avg per participant Near avg balance/head

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Official DOL plan name: Milwaukee Valve Company, LLC Employees' Savings Plan and Trust · Sponsored by Milwaukee Valve Co., LLC · Wisconsin · Manufacturing

$47M in assets, 361 participants

Milwaukee Valve Co., LLC's Milwaukee Valve Company, LLC Employees' Savings Plan and Trust reported $47M in total assets and 361 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

#14,655 in Manufacturing (18,722 peers)

Where Milwaukee Valve Company, LLC Employees' Savings Plan and Trust sits by assets

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust sits in the top quartile of all filed plans by assets, $47M for 361 participants (~$130,752/participant), up 21.5% in 2023.

#14,655
in Manufacturing (18,722 peers): +21.5%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust's outsized position by total assets

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust vs every filed plan by assets

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

$47,201,568 Top 15% higher than 85% 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

Milwaukee Valve Company, LLC Employees' Savings 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. Milwaukee Valve Company, LLC Employees' Savings Plan and Trust sits mid-pack in the medium band (361 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%)

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust reported participants fell from 366 in the plan year 2022 filing to 361 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390965299 · Milwaukee Valve Co., LLC PY 2023 · 401(k)

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust · $47M · 361 · 85th

EOY $47M
5500 361
ASSETS 85th
PCT 401(k)
EIN near Anesthesia West, P.C. 401(k) Plan
RANK ind #14655

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 →

End-of-year total assets ($M) among Milwaukee Valve Company, LLC Employees' Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$39M
Net Assets (End of Year)	$47M
Net Income	$8M
Employer EIN	390965299
Plan Effective Date	1962-07-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Milwaukee Valve Co., LLC)

Latest sponsor-wide plan assets: $52M 35.08455997252724% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	366	$39M
2023	1	361	$47M
2024	1	378	$52M

Nearby 401(k) Plans in Wisconsin

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

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Milwaukee Valve Company, LLC Employees' Savings Plan and Trust side-by-side with 3 peers →

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Anesthesia West, P.C. 401(k) Plan in NE ($47M); by covered participants it is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Anesthesia West, P.C. 401(k) Plan (NE) $47M · 62
Orsted North America Inc. 401(k) Plan (MA) $47M · 376
Charter Management Company, Inc. 401(k) & Ps Plan (MA) $47M · 68
Kyb Americas Corporation 401(k) Plan (IN) $47M · 694

Similar participant headcount

Nearest other-state filings by covered participants (361 participants); asset peers above are excluded.

Grunt Style, LLC 401(k) Profit Sharing Plan (TX) 361 · 0 off
Birkey's Farm Store, Inc. 401(k) Profit Sharing Plan (IL) 361 · 0 off
Teneo Holdings LLC 401(k) Plan (NY) 361 · 0 off
Ultra Manufacturing (USA) Inc. 401(k) Retirement Savings Plan (IN) 361 · 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 Milwaukee Valve Company, LLC Employees' Savings Plan and Trust assets move in 2023? ▼

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust grew sharply - up 21.5% during 2023, from $39M to $47M. Reported net income was $8M.

How have Milwaukee Valve Co., LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Milwaukee Valve Co., LLC's sponsor-wide assets grew 35.1%, from $39M to $52M.

Where does Milwaukee Valve Company, LLC Employees' Savings Plan and Trust rank by assets among Form 5500 filers? ▼

Milwaukee Valve Company, LLC Employees' Savings Plan and Trust ranks in the 85th 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 Milwaukee Valve Company, LLC Employees' Savings Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Anesthesia West, P.C. 401(k) Plan in NE ($47M, 62 participants).

Which 401(k) plans cover a similar participant headcount to Milwaukee Valve Company, LLC Employees' Savings Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants, $4M 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 390965299.