401(k) · DOL Form 5500 · 2023

Powertrain Rockford, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
325
Participants Below avg headcount
78th
Percentile by assets National rank
$85,802
Avg per participant Below avg balance/head
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Official DOL plan name: Walterscheid 401(k) Retirement Plan · Sponsored by Powertrain Rockford, Inc. · Illinois · Manufacturing

$28M in assets, 325 participants

Powertrain Rockford, Inc.'s Walterscheid 401(k) Retirement Plan reported $28M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,046 in Manufacturing (18,722 peers)

Coverage in Illinois

Walterscheid 401(k) Retirement Plan covers 325 participants in Illinois, about 42% of the average Illinois filer (state average ~779 per filing). Assets: $28M.

#13,046
in Manufacturing (18,722 peers)
+14.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Walterscheid 401(k) Retirement Plan's outsized position by total assets

Walterscheid 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,885,583 Top 22% higher than 78% of 127,068 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 2023

Walterscheid 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walterscheid 401(k) Retirement Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walterscheid 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Walterscheid 401(k) Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Walterscheid 401(k) Retirement Plan reported participants rose from 310 in the plan year 2022 filing to 325 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363585049 · Powertrain Rockford, Inc. PY 2023 · 401(k)

Walterscheid 401(k) Retirement Plan · $28M · 325 · 78th

  • RANK $28M
  • RANK 325
  • RANK 78th
  • RANK 401(k)
  • RANK near Suburban Adult Services, Inc. 401(k) Plan
  • RANK ind #13046

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 Illinois →

Walterscheid 401(k) Retirement Plan in the asset neighbourhood

Walterscheid 401(k) Retirement PlanWalterscheid 401(k) Retireme…$28MSuburban Adult Services, Inc. 401(k) PlanSuburban Adult Services, Inc…$28MMissouri Farm Bureau Insurance Brokerage Agents' Retirement Plan and TrustMissouri Farm Bureau Insuran…$28MBrandmuscle Holdings, Inc. 401 (K) PlanBrandmuscle Holdings, Inc. 4…$28MFelsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing PlanFelsburg, Holt & Ullevig, In…$28M
End-of-year total assets ($M) among Walterscheid 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN363585049
Plan Effective Date2019-08-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Powertrain Rockford, Inc.)

Sponsor-wide plan assets over time

All Powertrain Rockford, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 85.77936812664333% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $24.4M $45.3M ▲ +85.8%
Year Plans Participants Total Assets
2022 1 310 $24M
2023 2 334 $47M
2024 2 371 $45M

Nearby 401(k) Plans in Illinois

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

Walterscheid 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Walterscheid 401(k) Retirement Plan, Total assets ($B): 0.027885583 · Participants: 325Walterscheid 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Walterscheid 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Walterscheid 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Suburban Adult Services, Inc. 401(k) Plan in NY ($28M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Walterscheid 401(k) Retirement Plan assets move in 2023? ▼
Walterscheid 401(k) Retirement Plan grew at a solid clip - up 14.3% during 2023, from $24M to $28M. Reported net income was $3M.
How have Powertrain Rockford, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Powertrain Rockford, Inc.'s sponsor-wide assets grew 85.8%, from $24M to $45M.
Where does Walterscheid 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Walterscheid 401(k) Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Walterscheid 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suburban Adult Services, Inc. 401(k) Plan in NY ($28M, 510 participants).
Which 401(k) plans cover a similar participant headcount to Walterscheid 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (325 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363585049.

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.