Defined Benefit (Pension) · DOL Form 5500 · 2024
Enerpac Tool Group Pension Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 76th
- Percentile by assets National rank
Official DOL plan name: Enerpac Tool Group Retirement Plan · Sponsored by Enerpac Tool Group · Wisconsin · Manufacturing
$28M in assets, N/A participants
Enerpac Tool Group's Enerpac Tool Group Retirement Plan reported $28M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #11,907 in Manufacturing (17,777 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, $28M for N/A participants, down 4.9% in 2024.
- #11,907
- in Manufacturing (17,777 peers)
- -4.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M 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 2024 · DOL Form 5500
$27,554,273 Top 24% higher than 76% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Enerpac Tool Group Retirement Plan reported net income fell from -$560K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Enerpac Tool Group Retirement Plan end-of-year assets fell from $29M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390168610 · Enerpac Tool Group PY 2024 · Defined Benefit (Pension)
Enerpac Tool Group Retirement Plan · $28M · N/A · 76th
- 5500 $28M
- ASSETS N/A
- PCT 76th
- EIN Defined Benefit (Pension)
- RANK near Campbell & Fetter Bank Employees' Pension Plan
- PHOTO ind #11907
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 (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$1M |
| 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.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
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 Campbell & Fetter Bank Employees' Pension Plan in IN at $28M (this filing: $28M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.