PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Challenge Mfg. Holdings, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Challenge Mfg. Holdings, Inc.

EIN 46-4294293-electrical/electronic manufacturing-Latest filing 2025
Plans
3
Retirement
2
$148.3M assets
Health & Benefits
1
$976K premiums
Participants
8,154
3200 FRUIT RIDGE AVE NW - WALKER, MI 49544616-735-6557LinkedIn1001-5000 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filings
#001401(k)-$97.8M - 3,142 part#002ESOP-$50.5M - 2,391 part#501Mixed-$976K - 2,621 lives

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

Retirement portfolio analytics

2 plans aggregated / $148.3M assets / 5,533 participants

Assets by plan

Share of aggregate retirement assets

  • AND RETIREMENT Savings (#001)$97.8M
  • EMPLOYEE STOCK OWNERSHIP (#002)$50.5M
Total $148.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • AND RETIREMENT Savings (#001)3,142
  • EMPLOYEE STOCK OWNERSHIP (#002)2,391
Total 5,533Select a row to open it

Benefits portfolio analytics

1 plan / $976K premiums / 2,621 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$976K
  • Long-term disability$976K
  • Other$976K
Total $976K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CHALLENGE MFG. COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401(k)

Assets$97.8M
Participants3,142
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CHALLENGE MFG. HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$50.5M
Participants2,391
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CHALLENGE MFG. COMPANY EMPLOYEE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$976K
Covered lives2,621
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHALLENGE MFG. COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN401(k)$97.8M3,1422025
#002CHALLENGE MFG. HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$50.5M2,3912025
  • CHALLENGE MFG. COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN$97.8M
    #001 · 401(k) · 20253,142
  • CHALLENGE MFG. HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$50.5M
    #002 · ESOP · 20252,391

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CHALLENGE MFG. COMPANY EMPLOYEE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$976K2,6212025
  • CHALLENGE MFG. COMPANY EMPLOYEE BENEFITS PLAN$976K
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 20252,621
Retirement plans
Health & Benefits plans

On this page

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

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica