401(k) · DOL Form 5500 · 2024

Poclain Hydraulics, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
280
Participants Below avg headcount
74th
Percentile by assets National rank
$87,972
Avg per participant Below avg balance/head
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Official DOL plan name: Poclain Hydraulics, Inc. Savings & Retirement Plan · Sponsored by Poclain Hydraulics, Inc. · Wisconsin · Manufacturing

$25M in assets, 280 participants

Poclain Hydraulics, Inc.'s Poclain Hydraulics, Inc. Savings & Retirement Plan reported $25M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #11,459 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Poclain Hydraulics, Inc. Savings & Retirement Plan covers 280 participants in Wisconsin, about 50% of the average Wisconsin filer (state average ~563 per filing). Assets: $25M.

#11,459
in Manufacturing (17,777 peers)
+8.9%
assets growth YoY

Poclain Hydraulics, Inc. Savings & Retirement Plan's outsized position by total assets

Poclain Hydraulics, Inc. Savings & Retirement Plan vs every filed plan by assets

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

$24,632,100 Top 26% higher than 74% 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

Poclain Hydraulics, Inc. Savings & Retirement 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. Poclain Hydraulics, Inc. Savings & Retirement Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Poclain Hydraulics, Inc. Savings & Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Poclain Hydraulics, Inc. Savings & Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Poclain Hydraulics, Inc. Savings & Retirement Plan reported participants rose from 262 in the plan year 2023 filing to 280 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 541083846 · Poclain Hydraulics, Inc. PY 2024 · 401(k)

Poclain Hydraulics, Inc. Savings & Retirement Plan · $25M · 280 · 74th

  • 5500 $25M
  • ASSETS 280
  • PCT 74th
  • EIN 401(k)
  • RANK near Resource Systems Group, Inc. 401(k) Plan
  • PHOTO ind #11459

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 →

Poclain Hydraulics, Inc. Savings & Retirement Plan in the asset neighbourhood

Poclain Hydraulics, Inc. Savings & Retirement PlanPoclain Hydraulics, Inc. Sav…$25MResource Systems Group, Inc. 401(k) PlanResource Systems Group, Inc.…$25MCitizens National Bank 401(k) Profit Sharing PlanCitizens National Bank 401(k…$25MCommonwealth Care of Roanoke, Inc. 401(k) PlanCommonwealth Care of Roanoke…$25MSikorsky Financial Credit Union 401(k) Savings PlanSikorsky Financial Credit Un…$25M
End-of-year total assets ($M) among Poclain Hydraulics, Inc. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN541083846
Plan Effective Date1993-01-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Poclain Hydraulics, Inc.)

Sponsor-wide plan assets over time

All Poclain Hydraulics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 24.70713030070234% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $24.6M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 231 $20M
2023 1 262 $23M
2024 1 280 $25M

Nearby 401(k) Plans in Wisconsin

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

Poclain Hydraulics, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Poclain Hydraulics, Inc. Savings & Retirement Plan, Total assets ($B): 0.0246321 · Participants: 280Poclain Hydraulics, Inc. Savings & Retirement 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
Poclain Hydraulics, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Poclain Hydraulics, Inc. Savings & Retirement Plan side-by-side with 3 peers →

Poclain Hydraulics, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Resource Systems Group, Inc. 401(k) Plan in VT ($25M); by covered participants it is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Poclain Hydraulics, Inc. Savings & Retirement Plan assets move in 2024? ▼
Poclain Hydraulics, Inc. Savings & Retirement Plan grew at a solid clip - up 8.9% during 2024, from $23M to $25M. Reported net income was $2M.
How have Poclain Hydraulics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poclain Hydraulics, Inc.'s sponsor-wide assets grew 24.7%, from $20M to $25M.
Which 401(k) plans are similar in size to Poclain Hydraulics, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Resource Systems Group, Inc. 401(k) Plan in VT ($25M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Poclain Hydraulics, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants, $3M 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 541083846.

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.