Profit Sharing · DOL Form 5500 · 2024

Twin Disc, Incorporated Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
28
Participants Small participant base
41st
Percentile by assets National rank
$166,712
Avg per participant Above avg balance/head
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Official DOL plan name: Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees · Sponsored by Twin Disc, Incorporated · Wisconsin · Manufacturing

$5M in assets, 28 participants

Twin Disc, Incorporated's Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees reported $5M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,233 in Manufacturing (17,777 peers)

What the 2024 filing shows

Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees holds $5M for 28 participants - about $166,712 per participant, in the lower half of filed plans by assets.

#4,233
in Manufacturing (17,777 peers)
+5.8%
assets growth YoY

Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees's mid-pack asset rank among Manufacturing and all filers

Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,667,942 41st percentile higher than 41% of 123,620 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 2024

Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees reported net income rose from $103K in the plan year 2023 filing to $255K in the plan year 2024 filing.
  • Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees reported participants fell from 34 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390667110 · Twin Disc, Incorporated PY 2024 · Profit Sharing

Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees · $5M · 28 · 41st

  • NET $5M
  • NET 28
  • NET 41st
  • NET Profit Sharing
  • NET near Bluestone Health Association, Inc. 403(b) Plan
  • NET ind #4233

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 →

Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees in the asset neighbourhood

Twin Disc, Incorporated Retirement Savings Plan for Salaried EmployeesTwin Disc, Incorporated Reti…$5MBluestone Health Association, Inc. 403(b) PlanBluestone Health Association…$5MStanton Law Corporation Profit Sharing PlanStanton Law Corporation Prof…$5MBruce B Zappan Dpm PC Profit Sharing Plan and TrBruce B Zappan Dpm PC Profit…$5MS.L. Contursi, Inc. Profit Sharing PlanS.L. Contursi, Inc. Profit S…$5M
End-of-year total assets ($M) among Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$255K
Employer EIN390667110
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Twin Disc, Incorporated)

Sponsor-wide plan assets over time

All Twin Disc, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$132M 3.68277524535369% vs 2022
2024 filing year
$125M$130M$135M$140M 202220232024 $127M $132M ▲ +3.7%
Year Plans Participants Total Assets
2022 6 373 $127M
2023 4 370 $135M
2024 4 348 $132M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees, Total assets ($B): 0.004667942 · Participants: 28Twin Disc, Incorporated Retirement Savings Plan for Salaried EmployeesThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees side-by-side with 3 peers →

Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Bluestone Health Association, Inc. 403(b) Plan in WV ($5M); by covered participants it is Hale Building Company, Inc. Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees assets move in 2024? ▼
Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees grew at a solid clip - up 5.8% during 2024, from $4M to $5M. Reported net income was $255K.
How have Twin Disc, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twin Disc, Incorporated's sponsor-wide assets grew 3.7%, from $127M to $132M.
Which Profit Sharing plans are similar in size to Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees? ▼
Among Profit Sharing plans in other states, the closest by assets is Bluestone Health Association, Inc. 403(b) Plan in WV ($5M, 137 participants).
Which Profit Sharing plans cover a similar participant headcount to Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hale Building Company, Inc. Profit Sharing Plan in AL (28 participants, $1M in assets).

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 390667110.

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.