401(k) · DOL Form 5500 · 2023

Ebm-Papst Inc. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
368
Participants Below avg headcount
89th
Percentile by assets National rank
$193,943
Avg per participant Above avg balance/head
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Official DOL plan name: Ebm-Papst Inc. Profit Sharing Plan and Trust · Sponsored by Ebm-Papst Inc. · Connecticut · Manufacturing

$71M in assets, 368 participants

Ebm-Papst Inc.'s Ebm-Papst Inc. Profit Sharing Plan and Trust reported $71M in total assets and 368 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.

  • #15,615 in Manufacturing (18,722 peers)

Where Ebm-Papst Inc. Profit Sharing Plan and Trust sits by assets

Ebm-Papst Inc. Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $71M for 368 participants (~$193,943/participant), up 15.4% in 2023.

#15,615
in Manufacturing (18,722 peers)
+15.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ebm-Papst Inc. Profit Sharing Plan and Trust's outsized position by total assets

Ebm-Papst Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$71,371,107 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

Ebm-Papst Inc. Profit Sharing 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. Ebm-Papst Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ebm-Papst Inc. Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Ebm-Papst Inc. Profit Sharing Plan and Trust reported participants rose from 304 in the plan year 2022 filing to 368 in the plan year 2023 filing.
  • Ebm-Papst Inc. Profit Sharing Plan and Trust end-of-year assets rose from $62M in the plan year 2022 filing to $71M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061045828 · Ebm-Papst Inc. PY 2023 · 401(k)

Ebm-Papst Inc. Profit Sharing Plan and Trust · $71M · 368 · 89th

  • EOY $71M
  • EOY 368
  • EOY 89th
  • EOY 401(k)
  • EOY near Clarks Americas, Inc. Savings Plan
  • EOY ind #15615

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 Connecticut →

Ebm-Papst Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Butler Weihmuller Katz Craig LLP Retirement Savings PlanButler Weihmuller Katz Craig…$71MEbm-Papst Inc. Profit Sharing Plan and TrustEbm-Papst Inc. Profit Sharin…$71MClarks Americas, Inc. Savings PlanClarks Americas, Inc. Saving…$71MHigh Liner Foods (USA) 401(k) Savings PlanHigh Liner Foods (USA) 401(k…$71MYara North America 401(k) Savings PlanYara North America 401(k) Sa…$71M
End-of-year total assets ($M) among Ebm-Papst Inc. Profit Sharing 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)$62M
Net Assets (End of Year)$71M
Net Income$10M
Employer EIN061045828
Plan Effective Date1983-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ebm-Papst Inc.)

Sponsor-wide plan assets over time

All Ebm-Papst Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 15.056565684027584% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $61.9M $71.2M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 304 $62M
2023 1 368 $71M
2024 1 443 $71M

Nearby 401(k) Plans in Connecticut

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

Ebm-Papst Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ebm-Papst Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.071371107 · Participants: 368Ebm-Papst Inc. Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Ebm-Papst Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Ebm-Papst Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Ebm-Papst Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Clarks Americas, Inc. Savings Plan in MA ($71M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Ebm-Papst Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
Ebm-Papst Inc. Profit Sharing Plan and Trust grew sharply - up 15.4% during 2023, from $62M to $71M. Reported net income was $10M.
How have Ebm-Papst Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ebm-Papst Inc.'s sponsor-wide assets grew 15.1%, from $62M to $71M.
Where does Ebm-Papst Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Ebm-Papst Inc. Profit Sharing Plan and Trust 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 Ebm-Papst Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Clarks Americas, Inc. Savings Plan in MA ($71M, 1,345 participants).
Which 401(k) plans cover a similar participant headcount to Ebm-Papst Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (368 participants, $2M 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 061045828.

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.