401(k) · DOL Form 5500 · 2024
Enerpac Tool Group Corp 401(k) Plan
Data updated 2026-08-06
- $149M
- Total assets
- 546
- Participants
- 93rd
- Percentile by assets
- $273,227
- Avg per participant
Official DOL plan name: Enerpac Tool Group 401(k) Plan · Sponsored by Enerpac Tool Group Corp · Wisconsin · Manufacturing
$149M in assets, 546 participants
Enerpac Tool Group Corp's Enerpac Tool Group 401(k) Plan reported $149M in total assets and 546 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 116,472 plans)
- #15,057 in Manufacturing (16,886 peers)
Where Enerpac Tool Group 401(k) Plan sits by assets
Enerpac Tool Group 401(k) Plan sits in the top 10% of all filed plans by assets, $149M for 546 participants (~$273,227/participant), up 6.6% in 2024.
- $149M
- total plan assets (2024 EOY)
- 546
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $273,227
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Enerpac Tool Group 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Enerpac Tool Group 401(k) Plan reported participants fell from 636 in the plan year 2023 filing to 546 in the plan year 2024 filing.
- Enerpac Tool Group 401(k) Plan end-of-year assets rose from $140M in the plan year 2023 filing to $149M in the plan year 2024 filing.
Enerpac Tool Group 401(k) Plan vs the 2024 asset distribution
By assets, Enerpac Tool Group 401(k) Plan outranks 93% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $9M |
| Employer EIN | 390168610 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Enerpac Tool Group Corp)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 698 | $158M |
| 2023 | 2 | 636 | $169M |
| 2024 | 2 | 546 | $177M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Enerpac Tool Group 401(k) 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 Enerpac Tool Group 401(k) Plan by total assets, not by location.
- Swbmg 401(k) Plan (CA) $149M · 185
- Ykk 401(k) Retirement Plan (GA) $149M · 1,062
- Winthrop & Weinstine, P.a. 401(k) Plan & Trust (MN) $149M · 297
- Flight Centre Travel Group (USA) Inc 401(k) Plan (NJ) $149M · 1,262
Frequently Asked Questions
How did Enerpac Tool Group 401(k) Plan assets move in 2024? ▼
How have Enerpac Tool Group Corp plan assets changed over time? ▼
Where does Enerpac Tool Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Enerpac Tool Group 401(k) Plan? ▼
Next read for Enerpac Tool Group 401(k) Plan
Scale reading
Ways to act on Enerpac Tool Group 401(k) Plan's numbers.
- By total assets, Enerpac Tool Group 401(k) Plan ranks in the top 10% 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
- Enerpac Tool Group Corp's sponsor-wide assets have grown 11.9% since 2022 across 3 plan years on file. More Manufacturing plans