401(k) · DOL Form 5500 · 2024
Milwaukee Valve Co., LLC 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 378
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $138,863
- Avg per participant Near avg balance/head
Official DOL plan name: Milwaukee Valve Company, LLC Employees' Savings Plan and Trust · Sponsored by Milwaukee Valve Co., LLC · Wisconsin · Manufacturing
$52M in assets, 378 participants
Milwaukee Valve Co., LLC's Milwaukee Valve Company, LLC Employees' Savings Plan and Trust reported $52M in total assets and 378 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #13,894 in Manufacturing (17,777 peers)
Where Milwaukee Valve Company, LLC Employees' Savings Plan and Trust sits by assets
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust sits in the top quartile of all filed plans by assets, $52M for 378 participants (~$138,863/participant), up 11.2% in 2024.
- #13,894
- in Manufacturing (17,777 peers)
- +11.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust's outsized position by total assets
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,490,337 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milwaukee Valve Company, LLC Employees' Savings Plan and Trust sits mid-pack in the medium band (378 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Milwaukee Valve Company, LLC Employees' Savings Plan and Trust reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Milwaukee Valve Company, LLC Employees' Savings Plan and Trust end-of-year assets rose from $47M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- Milwaukee Valve Company, LLC Employees' Savings Plan and Trust reported participants rose from 361 in the plan year 2023 filing to 378 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390965299 · Milwaukee Valve Co., LLC PY 2024 · 401(k)
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust · $52M · 378 · 85th
- ASSETS $52M
- PCT 378
- EIN 85th
- RANK 401(k)
- PHOTO near Rodan & Fields, LLC 401(k) Plan
- IND ind #13894
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 →
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $5M |
| Employer EIN | 390965299 |
| Plan Effective Date | 1962-07-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milwaukee Valve Co., LLC)
Sponsor-wide plan assets over time
All Milwaukee Valve Co., LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 35.08455997252724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $39M |
| 2023 | 1 | 361 | $47M |
| 2024 | 1 | 378 | $52M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Milwaukee Valve Company, LLC Employees' Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Rodan & Fields, LLC 401(k) Plan in CA ($52M); by covered participants it is Prisma Graphic Corporation Retirement Savings Plan in AZ (378 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Rodan & Fields, LLC 401(k) Plan (CA) $52M · 270
- Rainier Trust 401(k) Retirement Plan (WA) $52M · 783
- Setex, Inc. Tax Deferred Savings Plan and Trust (OH) $52M · 369
- Payscale, Inc. Retirement Savings Plan (MA) $52M · 600
Similar participant headcount
Nearest other-state filings by covered participants (378 participants); asset peers above are excluded.
- Prisma Graphic Corporation Retirement Savings Plan (AZ) 378 · 0 off
- Big Burrito Restaurant Group 401(k) Profit Sharing Plan (PA) 378 · 0 off
- Yumi Ice Cream Co., Inc. 401(k) Plan (TX) 378 · 0 off
- Avaap USA, LLC 401(k) (OH) 378 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.