401(k)
2024 plan-year 401(k) DOL Form 5500

Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Wenthe-Davidson Engineering Co. · Wisconsin · Manufacturing

What the 2023 filing shows

Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan holds $16M for 182 participants — about $86,186 per participant, down 4.8% over the 2024 plan year.

$16M
total plan assets (2024 EOY)
182
covered participants
$86,186
avg assets per participant
-4.8%
assets change YoY

The plan reported a net loss of $791K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$16M
Participants
182
State
Industry
Manufacturing

What the Filing Says About Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan

Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan is a 401(k) retirement plan sponsored by Wenthe-Davidson Engineering Co., headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 182 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 390696715, and the plan has been effective since 1955-07-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2024 to $16M at year-end — a decline of 4.8%. Net assets (after liabilities) closed the year at $16M, with reported net income of $-790,800 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$-790,800
Plan Type401(k)
Employer EIN390696715
Plan Effective Date1955-07-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Wenthe-Davidson Engineering Co.)

Year Plans Participants Total Assets
2022 2 422 $34M
2023 2 415 $40M
2024 2 380 $43M

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Frequently Asked Questions

How much money is in the Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan?
As of the 2024 Form 5500 filing, Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan holds $16M in total assets with 182 participants. It is sponsored by Wenthe-Davidson Engineering Co..
What type of plan is Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan?
Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan is a 401(k) plan. It has been effective since 1955-07-28. The plan is filed with the U.S. Department of Labor under EIN 390696715.
Who sponsors the Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan?
Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan is sponsored by Wenthe-Davidson Engineering Co., located in Wisconsin. The sponsor's EIN is 390696715 and the plan operates in the Manufacturing industry.
How did Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan perform in 2024?
Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan declined by 4.8% during 2024, moving from $16M to $16M in total assets. Net income was $-790,800.
Where can I find official filings for Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan?
Official Form 5500 filings for Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390696715 or plan name at efast.dol.gov.
How does Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan compare to other plans?
You can compare Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 390696715.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.