401(k) · DOL Form 5500 · 2023
Wacker Neuson America Corporation 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 253
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $92,475
- Avg per participant Below avg balance/head
Official DOL plan name: Wacker Neuson America Corporation Bargaining Unit 401(k) Plan · Sponsored by Wacker Neuson America Corporation · Wisconsin · Manufacturing
$23M in assets, 253 participants
Wacker Neuson America Corporation's Wacker Neuson America Corporation Bargaining Unit 401(k) Plan reported $23M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #12,354 in Manufacturing (18,722 peers)
Coverage in Wisconsin
Wacker Neuson America Corporation Bargaining Unit 401(k) Plan covers 253 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.
- #12,354
- in Manufacturing (18,722 peers)
- +9.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Wacker Neuson America Corporation Bargaining Unit 401(k) Plan's outsized position by total assets
Wacker Neuson America Corporation Bargaining Unit 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,396,203 Top 25% higher than 75% 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
Wacker Neuson America Corporation Bargaining Unit 401(k) 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. Wacker Neuson America Corporation Bargaining Unit 401(k) Plan sits mid-pack in the medium band (253 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wacker Neuson America Corporation Bargaining Unit 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Wacker Neuson America Corporation Bargaining Unit 401(k) Plan end-of-year assets fell from $69M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Wacker Neuson America Corporation Bargaining Unit 401(k) Plan reported participants rose from 247 in the plan year 2022 filing to 253 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390919645 · Wacker Neuson America Corporation PY 2023 · 401(k)
Wacker Neuson America Corporation Bargaining Unit 401(k) Plan · $23M · 253 · 75th
- EIN $23M
- RANK 253
- PHOTO 75th
- IND 401(k)
- EOY near Geneva Trading Retirement Plan
- 5500 ind #12354
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 →
Wacker Neuson America Corporation Bargaining Unit 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 390919645 |
| Plan Effective Date | 1966-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wacker Neuson America Corporation)
Sponsor-wide plan assets over time
All Wacker Neuson America Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $111M 23.131556608242477% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 418 | $90M |
| 2023 | 1 | 253 | $23M |
| 2024 | 2 | 547 | $111M |
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
Wacker Neuson America Corporation Bargaining Unit 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Geneva Trading Retirement Plan in IL ($23M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Geneva Trading Retirement Plan (IL) $23M · 129
- Art & Wellness Enterprise 401(k) Plan (AR) $23M · 399
- Revcor, Inc. Profit Sharing 401(k) Plan & Trust (IL) $23M · 285
- Ustc Group 401(k) Plan (NJ) $23M · 458
Similar participant headcount
Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.
- Helm Group, Inc. 401(k) Plan (IL) 253 · 0 off
- Ollion 401(k) Plan (WA) 253 · 0 off
- Argi Financial Group, LLC 401(k) Plan (KY) 253 · 0 off
- Ici Homes Residential Holdings LLC 401(k) Savings Plan (FL) 253 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.