401(k) · DOL Form 5500 · 2024
Waupaca Foundry, Inc. 401(k) Plan
Data updated 2026-08-11
- $599M
- Total assets
- 3,382
- Participants
- 98th
- Percentile by assets
- $177,142
- Avg per participant
Official DOL plan name: Waupaca Foundry, Inc. Consolidated Retirement Plan · Sponsored by Waupaca Foundry, Inc. · Wisconsin · Manufacturing
$599M in assets, 3,382 participants
Waupaca Foundry, Inc.'s Waupaca Foundry, Inc. Consolidated Retirement Plan reported $599M in total assets and 3,382 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #17,091 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Waupaca Foundry, Inc. Consolidated Retirement Plan covers 3,382 participants in Wisconsin, 6.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $599M.
- $599M
- total plan assets (2024 EOY)
- 3,382
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $177,142
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Waupaca Foundry, Inc. Consolidated Retirement Plan reported net income fell from $70M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Waupaca Foundry, Inc. Consolidated Retirement Plan end-of-year assets rose from $565M in the plan year 2023 filing to $599M in the plan year 2024 filing.
- Waupaca Foundry, Inc. Consolidated Retirement Plan reported participants rose from 3,346 in the plan year 2023 filing to 3,382 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Waupaca Foundry, Inc. Consolidated Retirement Plan reports 3,382 participants - 6.0x that state average ($599M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $565M |
|---|---|
| Net Assets (End of Year) | $599M |
| Net Income | $34M |
| Employer EIN | 390880924 |
| Plan Effective Date | 1957-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waupaca Foundry, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,209 | $585M |
| 2023 | 2 | 3,583 | $662M |
| 2024 | 2 | 3,607 | $702M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Waupaca Foundry, Inc. Consolidated Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Waupaca Foundry, Inc. Consolidated Retirement Plan by total assets, not by location.
- Tp Icap 401(k) Plan (NY) $599M · 1,365
- Albany Medical Center 403(b) Plan (NY) $599M · 9,762
- Mars Deferred Compensation Plan (NJ) $598M · 627
- The Boston College 401(k) Retirement Plan II (MA) $600M · 2,228
Frequently Asked Questions
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Filing takeaways
Ways to act on Waupaca Foundry, Inc. Consolidated Retirement Plan's numbers.
- By total assets, Waupaca Foundry, Inc. Consolidated Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Waupaca Foundry, Inc.'s sponsor-wide assets have grown 20.0% since 2022 across 3 plan years on file. More Manufacturing plans