401(k) · DOL Form 5500 · 2024

Schunk of North America, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
223
Participants Below avg headcount
72nd
Percentile by assets National rank
$97,402
Avg per participant Below avg balance/head
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Official DOL plan name: Schunk of North America, Inc. 401(k) Profit Sharing Plan · Sponsored by Schunk of North America, Inc. · Wisconsin · Manufacturing

$22M in assets, 223 participants

Schunk of North America, Inc.'s Schunk of North America, Inc. 401(k) Profit Sharing Plan reported $22M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #10,976 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Schunk of North America, Inc. 401(k) Profit Sharing Plan covers 223 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $22M.

#10,976
in Manufacturing (17,777 peers)
+13.7%
assets growth YoY

Schunk of North America, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Schunk of North America, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,720,550 Top 28% higher than 72% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Schunk of North America, Inc. 401(k) Profit Sharing Plan 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. Schunk of North America, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schunk of North America, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Schunk of North America, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Schunk of North America, Inc. 401(k) Profit Sharing Plan reported participants rose from 199 in the plan year 2023 filing to 223 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132968625 · Schunk of North America, Inc. PY 2024 · 401(k)

Schunk of North America, Inc. 401(k) Profit Sharing Plan · $22M · 223 · 72nd

  • TYPE $22M
  • TYPE 223
  • TYPE 72nd
  • TYPE 401(k)
  • TYPE near Frederick Primary Care Associates, PA Retirement Plan
  • TYPE ind #10976

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 →

Schunk of North America, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Schunk of North America, Inc. 401(k) Profit Sharing PlanSchunk of North America, Inc…$22MFrederick Primary Care Associates, PA Retirement PlanFrederick Primary Care Assoc…$22MUnited Consulting Group, Ltd 401(k) Profit Sharing PlanUnited Consulting Group, Ltd…$22MGalardi Group Retirement and Savings PlanGalardi Group Retirement and…$22MBowser-Morner, Inc. Savings PlanBowser-Morner, Inc. Savings …$22M
End-of-year total assets ($M) among Schunk of North America, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN132968625
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schunk of North America, Inc.)

Sponsor-wide plan assets over time

All Schunk of North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 37.04033186643322% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.9M $21.7M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 173 $16M
2023 1 199 $19M
2024 1 223 $22M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Schunk of North America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Schunk of North America, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.02172055 · Participants: 223Schunk of North America, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Schunk of North America, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Schunk of North America, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schunk of North America, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Frederick Primary Care Associates, PA Retirement Plan in MD ($22M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Schunk of North America, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Schunk of North America, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.7% during 2024, from $19M to $22M. Reported net income was $3M.
How have Schunk of North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schunk of North America, Inc.'s sponsor-wide assets grew 37.0%, from $16M to $22M.
Which 401(k) plans are similar in size to Schunk of North America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frederick Primary Care Associates, PA Retirement Plan in MD ($22M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Schunk of North America, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adaptimmune LLC Retirement Plan in PA (223 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132968625.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.