Twin Disc 401(k) match, vesting and fees
What Twin Disc's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Twin Disc: employer contribution per participant | $2,395 | |
| Peer median | $1,847 |
| Twin Disc: average balance | $193,678 | |
| Peer median | $65,512 |
| Twin Disc: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $75.9M at the end of plan year 2021 to $74.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 408 | $74.8M | $925K | $2,395 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 426 | $71M | $862K | $2,143 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 422 | $60.8M | $816K | $2,006 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 407 | $75.9M | $767K | $1,971 | 0.04% | Not published | Form 5500 ↗ |
Other Twin Disc plans (5)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Twin Disc, Incorporated Retirement Savings Plan for Hourly Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Twin Disc, Incorporated Retirement Savings Plan for Salaried Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Twin Disc, Incorporated Retirement Plan for Racine Hourly Paid Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Twin Disc, Incorporated Retirement Plan for Salaried Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Twin Disc match 401(k) contributions?
The match terms for the Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $925K in employer contributions, about $2,395 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Twin Disc 401(k) match vested?
The vesting schedule for the Twin Disc, Incorporated - the Accelerator 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Twin Disc 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Twin Disc, Incorporated.
I left Twin Disc. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Twin Disc, Incorporated, (262) 909-6136) or the recordkeeper, T Rowe Price Rps Inc. The Twin Disc old 401(k) page lists the contacts from every plan filing. Find an old Twin Disc 401(k)
Data from the public Form 5500 annual reports Twin Disc filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Twin Disc. Not financial advice. Report a correction · Methodology