401(k) · DOL Form 5500 · 2023
Mechanical Group Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $515,756
- Avg per participant High balance/head
Official DOL plan name: Mechanical Group Inc. Profit Sharing Plan · Sponsored by Mechanical Group Inc. · Wisconsin · Construction
$19M in assets, 37 participants
Mechanical Group Inc.'s Mechanical Group Inc. Profit Sharing Plan reported $19M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,365 in Construction (9,030 peers)
2023 asset change
Mechanical Group Inc. Profit Sharing Plan surged 157.6% in 2023 ($7M → $19M) for 37 participants.
- #6,365
- in Construction (9,030 peers)
- +157.6%
- assets growth YoY
Mechanical Group Inc. Profit Sharing Plan's outsized position by total assets
Mechanical Group Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,082,990 Top 28% higher than 72% 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
Mechanical Group Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mechanical Group Inc. Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mechanical Group Inc. Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Mechanical Group Inc. Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Mechanical Group Inc. Profit Sharing Plan reported participants rose from 31 in the plan year 2022 filing to 37 in the plan year 2023 filing.
DOL schedule card
Filing strip 472181209 · Mechanical Group Inc. PY 2023 · 401(k)
Mechanical Group Inc. Profit Sharing Plan · $19M · 37 · 72nd
- PART $19M
- TYPE 37
- NET 72nd
- BOOK 401(k)
- VS-ST near Rocksol Consulting Group, Inc. 401(k) Plan
- BOY ind #6365
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 Construction retirement plans → · Plans in Wisconsin →
Mechanical Group Inc. Profit Sharing Plan in the asset neighbourhood
Mechanical Group Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Mechanical Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $7M |
| 2023 | 1 | 37 | $19M |
| 2024 | 1 | 36 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $12M |
| Employer EIN | 472181209 |
| Plan Effective Date | 2014-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Mechanical Group Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Rocksol Consulting Group, Inc. 401(k) Plan in CO ($19M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Rocksol Consulting Group, Inc. 401(k) Plan (CO) $19M · 254
- Quantum Metric 401(k) Plan (CO) $19M · 425
- Careatc, Inc. 401(k) Retirement Savings Plan (OK) $19M · 520
- Lario Oil & Gas Company 401(k) Plan (KS) $19M · 71
Similar participant headcount
Nearest other-state filings by covered participants (37 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.