401(k) · DOL Form 5500 · 2023

Schunk of North America, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
199
Participants Below avg headcount
72nd
Percentile by assets National rank
$95,986
Avg per participant Below avg balance/head
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Official DOL plan name: Schunk of North America, Inc. 401(k) Profit Sharing Plan · Sponsored by Schunk of North America, Inc. · Wisconsin · Manufacturing

$19M in assets, 199 participants

Schunk of North America, Inc.'s Schunk of North America, Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 199 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.

  • #11,509 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Schunk of North America, Inc. 401(k) Profit Sharing Plan covers 199 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.

#11,509
in Manufacturing (18,722 peers)
+20.5%
assets growth YoY

Schunk of North America, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Schunk of North America, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,101,126 Top 28% higher than 72% 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

Schunk of North America, Inc. 401(k) Profit Sharing 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. Schunk of North America, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schunk of North America, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Schunk of North America, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Schunk of North America, Inc. 401(k) Profit Sharing Plan reported participants rose from 173 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132968625 · Schunk of North America, Inc. PY 2023 · 401(k)

Schunk of North America, Inc. 401(k) Profit Sharing Plan · $19M · 199 · 72nd

  • BOOK $19M
  • BOOK 199
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near Breckenridge Grand Vacations 401(k) Plan
  • BOOK ind #11509

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 →

Schunk of North America, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Schunk of North America, Inc. 401(k) Profit Sharing PlanSchunk of North America, Inc…$19MBreckenridge Grand Vacations 401(k) PlanBreckenridge Grand Vacations…$19MYale Appliance 401(k) Profit Sharing Plan and TrustYale Appliance 401(k) Profit…$19MWyo-Ben, Inc. 401(k) Retirement PlanWyo-Ben, Inc. 401(k) Retirem…$19MCornhusker Bank Employees 401(k) PlanCornhusker Bank Employees 40…$19M
End-of-year total assets ($M) among Schunk of North America, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN132968625
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schunk of North America, Inc.)

Sponsor-wide plan assets over time

All Schunk of North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 37.04033186643322% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.9M $21.7M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 173 $16M
2023 1 199 $19M
2024 1 223 $22M

Nearby 401(k) Plans in Wisconsin

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

Schunk of North America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Schunk of North America, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.019101126 · Participants: 199Schunk of North America, Inc. 401(k) Profit Sharing 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
Schunk of North America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Schunk of North America, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schunk of North America, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Breckenridge Grand Vacations 401(k) Plan in CO ($19M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Schunk of North America, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Schunk of North America, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.5% during 2023, from $16M to $19M. Reported net income was $3M.
How have Schunk of North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schunk of North America, Inc.'s sponsor-wide assets grew 37.0%, from $16M to $22M.
Which 401(k) plans are similar in size to Schunk of North America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Breckenridge Grand Vacations 401(k) Plan in CO ($19M, 614 participants).
Which 401(k) plans cover a similar participant headcount to Schunk of North America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K 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 132968625.

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.