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

TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN

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

TWIN DISC, INCORPORATED

This 401(k) plan holds $75M in total assets and serves 260 participants as of 2024. It is sponsored by TWIN DISC, INCORPORATED in Wisconsin. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$75M
Participants
260
State
Industry
Manufacturing

What the Filing Says About TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN

TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN is a 401(k) retirement plan sponsored by TWIN DISC, INCORPORATED, headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $75M in total end-of-year assets and covers 260 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 390667110, and the plan has been effective since 1986-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $71M at the beginning of 2024 to $75M at year-end — a gain of 5.2%. Net assets (after liabilities) closed the year at $75M, with reported net income of $4M 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)$71M
Total Assets (End of Year)$75M
Net Assets (End of Year)$75M
Net Income$4M
Plan Type401(k)
Employer EIN390667110
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TWIN DISC, INCORPORATED)

Year Plans Participants Total Assets
2022 6 373 $122M
2023 4 370 $130M
2024 4 348 $126M

Nearby 401(k) Plans in Wisconsin

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Frequently Asked Questions

How much money is in the TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN?
As of the 2024 Form 5500 filing, TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN holds $75M in total assets with 260 participants. It is sponsored by TWIN DISC, INCORPORATED.
What type of plan is TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN?
TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN is a 401(k) plan. It has been effective since 1986-04-01. The plan is filed with the U.S. Department of Labor under EIN 390667110.
Who sponsors the TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN?
TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN is sponsored by TWIN DISC, INCORPORATED, located in Wisconsin. The sponsor's EIN is 390667110 and the plan operates in the Manufacturing industry.
How did TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN perform in 2024?
TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN grew by 5.2% during 2024, moving from $71M to $75M in total assets. Net income was $4M.
Where can I find official filings for TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN?
Official Form 5500 filings for TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390667110 or plan name at efast.dol.gov.
How does TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN compare to other plans?
You can compare TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS 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.

Explore PlainRetire

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.

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 official public datasets. See our methodology for details.