401(k) · DOL Form 5500 · 2022

Powertrain Rockford, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
310
Participants Below avg headcount
80th
Percentile by assets National rank
$78,668
Avg per participant Below avg balance/head
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Official DOL plan name: Walterscheid 401(k) Retirement Plan · Sponsored by Powertrain Rockford, Inc. · Illinois · Manufacturing

$24M in assets, 310 participants

Powertrain Rockford, Inc.'s Walterscheid 401(k) Retirement Plan reported $24M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,809 in Manufacturing (20,602 peers)

Coverage in Illinois

Walterscheid 401(k) Retirement Plan covers 310 participants in Illinois, about 40% of the average Illinois filer (state average ~779 per filing). Assets: $24M.

#14,809
in Manufacturing (20,602 peers)
-12.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walterscheid 401(k) Retirement Plan's outsized position by total assets

Walterscheid 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,387,102 Top 20% higher than 80% of 139,123 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 2022

Walterscheid 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walterscheid 401(k) Retirement Plan sits mid-pack in the medium band (310 participants).

EBSA filing schedule strip

Filing strip 363585049 · Powertrain Rockford, Inc. PY 2022 · 401(k)

Walterscheid 401(k) Retirement Plan · $24M · 310 · 80th

  • BOY $24M
  • SCH 310
  • EBSA 80th
  • PART 401(k)
  • TYPE near Heritage 401(k) Plan
  • NET ind #14809

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 Illinois →

Walterscheid 401(k) Retirement Plan in the asset neighbourhood

Walterscheid 401(k) Retirement PlanWalterscheid 401(k) Retireme…$24MHeritage 401(k) Plan$24MSpeedway Motors, Inc. 401(k) PlanSpeedway Motors, Inc. 401(k)…$24MUS Conec Investment Plan$24MTrace Systems Inc. 401(k) PlanTrace Systems Inc. 401(k) Pl…$24M
End-of-year total assets ($M) among Walterscheid 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN363585049
Plan Effective Date2019-08-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Powertrain Rockford, Inc.)

Sponsor-wide plan assets over time

All Powertrain Rockford, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 85.77936812664333% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.4M $45.3M ▲ +85.8%
Year Plans Participants Total Assets
2022 1 310 $24M
2023 2 334 $47M
2024 2 371 $45M

Nearby 401(k) Plans in Illinois

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

Walterscheid 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Walterscheid 401(k) Retirement Plan, Total assets ($B): 0.024387102 · Participants: 310Walterscheid 401(k) Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Walterscheid 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Walterscheid 401(k) Retirement Plan side-by-side with 3 peers →

Walterscheid 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Heritage 401(k) Plan in CA ($24M); by covered participants it is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (310 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Walterscheid 401(k) Retirement Plan assets move in 2022? ▼
Walterscheid 401(k) Retirement Plan pulled back noticeably - down 12.1% during 2022, from $28M to $24M. Reported net income was -$3M.
How have Powertrain Rockford, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Powertrain Rockford, Inc.'s sponsor-wide assets grew 85.8%, from $24M to $45M.
Where does Walterscheid 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Walterscheid 401(k) Retirement Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Walterscheid 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage 401(k) Plan in CA ($24M, 453 participants).
Which 401(k) plans cover a similar participant headcount to Walterscheid 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363585049.

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.