Defined Benefit (Pension) · DOL Form 5500 · 2023
Enerpac Tool Group Pension Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 79th
- Percentile by assets National rank
Official DOL plan name: Enerpac Tool Group Retirement Plan · Sponsored by Enerpac Tool Group · Wisconsin · Manufacturing
$29M in assets, N/A participants
Enerpac Tool Group's Enerpac Tool Group Retirement Plan reported $29M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #13,195 in Manufacturing (18,722 peers)
Where Enerpac Tool Group Retirement Plan sits by assets
Enerpac Tool Group Retirement Plan sits in the top quartile of all filed plans by assets, $29M for N/A participants, down 1.9% in 2023.
- #13,195
- in Manufacturing (18,722 peers)
- -1.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $560K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Enerpac Tool Group Retirement Plan's outsized position by total assets
Enerpac Tool Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,984,471 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Enerpac Tool Group Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to -$560K in the plan year 2023 filing.
- Enerpac Tool Group Retirement Plan end-of-year assets fell from $30M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 390168610 · Enerpac Tool Group PY 2023 · Defined Benefit (Pension)
Enerpac Tool Group Retirement Plan · $29M · N/A · 79th
- EOY $29M
- EOY N/A
- EOY 79th
- EOY Defined Benefit (Pension)
- EOY near Ufcw 360 Shop Rite Pension Fund
- EOY ind #13195
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 →
Enerpac Tool Group Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$560K |
| Employer EIN | 390168610 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Enerpac Tool Group)
Sponsor-wide plan assets over time
All Enerpac Tool Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $177M 11.875053512697196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 698 | $158M |
| 2023 | 2 | 636 | $169M |
| 2024 | 2 | 546 | $177M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Enerpac Tool Group Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Wisconsin, the nearest Defined Benefit (Pension) by end-of-year assets is Ufcw 360 Shop Rite Pension Fund in PA at $29M (this filing: $29M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Ufcw 360 Shop Rite Pension Fund (PA) $29M · 2,162
- Hawaii Insulators Supplemental Pension Plan (HI) $29M · 102
- Cranston Print Works General Employees' Retirement Plan (IN) $29M · 13
- The Gibbs & Cox, Inc. Pension Plan (VA) $29M · 40
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.