Plan Ledger DOL Form 5500 · updated monthly

Wacker Neuson America Corporation401(k)

WACKER NEUSON AMERICA CORPORATION 401K RETIREMENT PLAN · MENOMONEE FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Wacker Neuson America Corporation reported $4,649 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,741 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 264th-largest of 1,936 plans among Wisconsin employers on file, and the 2,143rd of 13,661 in manufacturing. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has shrunk from 349 to 277 since 2022.

Plan summary
Net assets, end of year$85,152,620
Participants with balances455
Active participants277
Employer contributions$2,144,250
Employee contributions$3,373,247
Employer contribution per active participant$7,741
Average account balance$187,149
Benefits paid to participants$7,942,146
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$85.2M · 455 accts · $2.1M emplr
2023$23.4M · 304 accts · $651K emplr
2022$68.7M · 447 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,649
Total administrative$4,649
The Wacker Neuson America Corporation 401(k) match · 2024
Employer contribution per active participant$7,741
Median for plans this size$3,635
2024$7,741 per active participant
2023$2,222 per active participant
2022$4,985 per active participant

Wacker Neuson America Corporation's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,649

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$4,649 · 0.01%
2023$17,958 · 0.08%
2022$15,708 · 0.02%
All plans at this employer2
WACKER NEUSON AMERICA CORPORATION 401K RETIREMENT PLAN401(k)
WACKER NEUSON AMERICA CORPORATION BARGAINING UNIT 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Wisconsin
Clack Corporation WI$85.3M · 0.16%
Curt G. Joa, Inc. WI$83.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390919645 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.