Profit Sharing · DOL Form 5500 · 2024

Twin Disc, Incorporated Profit Sharing Plan

Data updated 2026-08-25

$944K
Total assets Small plan by assets
17
Participants Small participant base
23rd
Percentile by assets National rank
$55,541
Avg per participant Low balance/head
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Official DOL plan name: Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees · Sponsored by Twin Disc, Incorporated · Wisconsin · Manufacturing

$944K in assets, 17 participants

Twin Disc, Incorporated's Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees reported $944K in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,667 in Manufacturing (17,777 peers)

2024 asset change

Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees grew at a solid clip 8.6% in 2024 ($870K → $944K) for 17 participants.

#1,667
in Manufacturing (17,777 peers)
+8.6%
assets growth YoY

Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees among the smaller filed plans by assets

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

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

$944,200 23rd percentile higher than 23% 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 Hourly 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 Hourly Employees is a small filing (17 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 Hourly Employees reported net income rose from -$192K in the plan year 2023 filing to $75K in the plan year 2024 filing.
  • Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees reported participants fell from 22 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees end-of-year assets rose from $870K in the plan year 2023 filing to $944K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees · $944K · 17 · 23rd

  • PHOTO $944K
  • IND 17
  • EOY 23rd
  • 5500 Profit Sharing
  • ASSETS near Ale Enterprises, Inc. Retirement Plan
  • PCT ind #1667

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 Hourly Employees in the asset neighbourhood

Twin Disc, Incorporated Retirement Savings Plan for Hourly EmployeesTwin Disc, Incorporated Reti…$944KAle Enterprises, Inc. Retirement PlanAle Enterprises, Inc. Retire…$945KChartwell Seventeen Advisory Group Inc. Retirement PlanChartwell Seventeen Advisory…$943KJose Gomez Rivera, Md Retirement PlanJose Gomez Rivera, Md Retire…$943KR. Inter Chiropractic, LLC Profit Sharing PlanR. Inter Chiropractic, LLC P…$943K
End-of-year total assets ($M) among Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Twin Disc, Incorporated years around the 2024 move

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

2024 asset-move particulars

Total Assets (Beginning of Year)$870K
Net Assets (End of Year)$944K
Net Income$75K
Employer EIN390667110
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

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 Hourly Employees vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees, Total assets ($B): 0.0009442 · Participants: 17Twin Disc, Incorporated Retirement Savings Plan for Hourly 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 Hourly Employees vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Profit Sharing by assets is Ale Enterprises, Inc. Retirement Plan in OK ($945K); by covered participants it is Bgo's Ventures Inc. Retirement Plan in PA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Hourly Employees assets move in 2024? ▼
Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees grew at a solid clip - up 8.6% during 2024, from $870K to $944K. Reported net income was $75K.
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.
Where does Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees rank by assets among Form 5500 filers? ▼
Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees? ▼
Among Profit Sharing plans in other states, the closest by assets is Ale Enterprises, Inc. Retirement Plan in OK ($945K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bgo's Ventures Inc. Retirement Plan in PA (17 participants, $265K 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.