Assets by plan
Share of aggregate retirement assets
- TOOL GROUP 401(K) (#022)$152.4M
Filings through .
Top hat
Enerpac Tool Group
EIN 39-0168610mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$180.7M assets
Health & Benefits
1
$2.3M premiums
Participants
2,289
648 N. PLANKINTON AVENUE, 4TH FLOOR - MILWAUKEE, WI 53203262-293-1535enerpactoolgroup.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $180.7M assets / 1,733 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 788 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Other$438K
- Life$354K
- Long-term disability$354K
- Vision$51K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#022
ENERPAC TOOL GROUP 401(K) PLAN
401(k)
Assets$152.4M
Participants1,111
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ENERPAC TOOL GROUP RETIREMENT PLAN
Traditional DB
Assets$28.3M
Participants622
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#571
ENERPAC TOOL GROUP CONSOLIDATED HEALTH AND WELFARE PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$2.3M
Covered lives788
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #022 | ENERPAC TOOL GROUP 401(K) PLAN | 401(k) | $152.4M | 1,111 | 2025 |
| #001 | ENERPAC TOOL GROUP RETIREMENT PLAN | Traditional DB | $28.3M | 622 | 2025 |
- #022 · 401(k) · 20251,111
- #001 · Traditional DB · 2025622
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #571 | ENERPAC TOOL GROUP CONSOLIDATED HEALTH AND WELFARE PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $2.3M | 788 | 2025 |
- #571 · Mixed · QUARTZ HEALTH BENEFIT PLANS CORPORATION · 2025788
Retirement plans
Health & Benefits plans