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  1. Companies/
  2. Twin Disc, Incorporated
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Twin Disc, Incorporated

EIN 39-0667110-machinery-Latest filing 2025
Plans
6
Retirement
4
$130.9M assets
Health & Benefits
2
$493K premiums
Participants
1,798
222 E ERIE STREET, SUITE 400 - MILWAUKEE, WI 53202262-638-4000twindisc.comLinkedIn501-1000 employeesmachinery
Plans on this EIN
6 filings
#005401(k)-$75.5M - 432 part#004Cash balance-$49.6M - 799 part#007Profit-sharing-$4.7M - 34 part#006Profit-sharing-$1.1M - 38 part#501Mixed-$493K - 457 lives#513Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

4 plans aggregated / $130.9M assets / 1,303 participants

Assets by plan

Share of aggregate retirement assets

  • ACCELERATOR 401(K) Savings (#005)$75.5M
  • AND SALARIED EMPLOYEES (#004)$49.6M
  • FOR SALARIED EMPLOYEES (#007)$4.7M
  • FOR HOURLY EMPLOYEES (#006)$1.1M
Total $130.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • T ROWE PRICE RPS INC$75.5M
  • (Not disclosed)$55.4M
Total $130.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • AND SALARIED EMPLOYEES (#004)799
  • ACCELERATOR 401(K) Savings (#005)432
  • FOR HOURLY EMPLOYEES (#006)38
  • FOR SALARIED EMPLOYEES (#007)34
Total 1,303Select a row to open it

Benefits portfolio analytics

2 plans / $493K premiums / 457 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$464K
  • Life$458K
  • Long-term disability$458K
  • Vision$29K
Total $493K4 rows
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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#005

TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN

401(k)

Assets$75.5M
Participants432
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

TWIN DISC, INC COMBINED RETIREMENT PLAN FOR RACINE HOURLY AND SALARIED EMPLOYEES

Cash balance

Assets$49.6M
Participants799
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007

TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES

Profit-sharing

Assets$4.7M
Participants34
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES

Profit-sharing

Assets$1.1M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TWIN DISC CHOICE INSURANCE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$493K
Covered lives457
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#513

TWIN DISC, INCORPORATED HEALTH REIMBURSEMENT ARRANGEMENT

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN401(k)$75.5M4322025
#004TWIN DISC, INC COMBINED RETIREMENT PLAN FOR RACINE HOURLY AND SALARIED EMPLOYEESCash balance$49.6M7992025
#007TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEESProfit-sharing$4.7M342025
#006TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEESProfit-sharing$1.1M382025
  • TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN$75.5M
    #005 · 401(k) · 2025432
  • TWIN DISC, INC COMBINED RETIREMENT PLAN FOR RACINE HOURLY AND SALARIED EMPLOYEES$49.6M
    #004 · Cash balance · 2025799
  • TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES$4.7M
    #007 · Profit-sharing · 202534
  • TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES$1.1M
    #006 · Profit-sharing · 202538

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TWIN DISC CHOICE INSURANCE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$493K4572025
#513TWIN DISC, INCORPORATED HEALTH REIMBURSEMENT ARRANGEMENTSelf-funded-$002024
  • TWIN DISC CHOICE INSURANCE PLAN$493K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025457
  • TWIN DISC, INCORPORATED HEALTH REIMBURSEMENT ARRANGEMENT$0
    #513 · Self-funded · 20240
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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