401(k) · DOL Form 5500 · 2024

Milwaukee Forge, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 143
Participants Small participant base: 53rd
Percentile by assets National rank: $60,526
Avg per participant Low balance/head

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Official DOL plan name: Milwaukee Forge 401(k) Plan · Sponsored by Milwaukee Forge, LLC · Wisconsin · Manufacturing

$9M in assets, 143 participants

Milwaukee Forge, LLC's Milwaukee Forge 401(k) Plan reported $9M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

#6,690 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Milwaukee Forge 401(k) Plan covers 143 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#6,690
in Manufacturing (17,777 peers): +6.4%
assets growth YoY

Milwaukee Forge 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Milwaukee Forge 401(k) Plan vs every filed plan by assets

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

$8,655,157 Top 47% higher than 53% 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

Milwaukee Forge 401(k) 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. Milwaukee Forge 401(k) Plan sits mid-pack in the medium band (143 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Milwaukee Forge 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $435K in the plan year 2024 filing.
Milwaukee Forge 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Milwaukee Forge 401(k) Plan reported participants fell from 150 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271867572 · Milwaukee Forge, LLC PY 2024 · 401(k)

Milwaukee Forge 401(k) Plan · $9M · 143 · 53rd

ASSETS $9M
PCT 143
EIN 53rd
RANK 401(k)
PHOTO near Kmm Retirement Plan
IND ind #6690

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 →

End-of-year total assets ($M) among Milwaukee Forge 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$435K
Employer EIN	271867572
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Milwaukee Forge, LLC)

Latest sponsor-wide plan assets: $9M 23.57386849151953% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	127	$7M
2023	1	150	$8M
2024	1	143	$9M

Nearby 401(k) Plans in Wisconsin

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

Milwaukee Forge 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

Compare Milwaukee Forge 401(k) Plan side-by-side with 3 peers →

Milwaukee Forge 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kmm Retirement Plan in TX ($9M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Kmm Retirement Plan (TX) $9M · 148
The First Tool Corporation Retirement Savings Plan (OH) $9M · 88
Amida Technology Solutions 401(k) (DC) $9M · 91
Colornet Printing and Graphics 401(k) Plan (MD) $9M · 58

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

Blairex Laboratories, Inc. 401(k) (IN) 143 · 0 off
Flywheel Digital LLC 401(k) Plan () 143 · 0 off
Clock Spring Company, Inc. 401(k) Plan (CT) 143 · 0 off
Spectra Company Inc 401(k) Profit Sharing Plan & Trust (CA) 143 · 0 off

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 Milwaukee Forge 401(k) Plan assets move in 2024? ▼

Milwaukee Forge 401(k) Plan grew at a solid clip - up 6.4% during 2024, from $8M to $9M. Reported net income was $435K.

How have Milwaukee Forge, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Milwaukee Forge, LLC's sponsor-wide assets grew 23.6%, from $7M to $9M.

Which 401(k) plans are similar in size to Milwaukee Forge 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kmm Retirement Plan in TX ($9M, 148 participants).

Which 401(k) plans cover a similar participant headcount to Milwaukee Forge 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A 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 271867572.