My Plan Facts

Employers › Wisconsin

Employer · plans filed under one EIN

Pflow Industries, Inc.

Milwaukee, WI · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$47.1Mnet assets across plans
468participant records320 active
$3.1Memployer contributions, latest plan years$9,624 per active record
$65KSchedule C compensation to organisations$138.35 per participant record

Pflow Industries, Inc., based in Milwaukee, Wisconsin, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 468 participant records and $47.1M in net assets.

The largest is Pflow Industries, Inc. 401(k) Plan, a 401(k) plan with 241 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $3.1M and participant contributions $1.2M in the latest plan years; benefits paid were $5.1M. Schedule C compensation reported to service provider organisations totalled $65K.

Combined net assets moved from $26.9M in 2014 to $47.1M in 2024 (up 75%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Pflow Industries, Inc. 401(k) Plan401(k) plan2024241$16.2M$67,420—$65K
Pflow Industries, Inc. Employee Stock Ownership Planemployee stock ownership plan2024227$30.8M$135,830$19,491$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2014: $26.9M2015: $28.6M2016: $29.5M2017: $35.0M2018: $36.1M2019: $43.2M2020: $59.6M2021: $61.9M2022: $32.2M2023: $41.5M2024: $47.1M$26.9M$61.9M$47.1M2013201620202024
Combined net assets
2013: 1122014: 2602015: 2662016: 2672017: 2742018: 2942019: 3082020: 3682021: 4462022: 4752023: 4682024: 4681124754682013201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242468$47.1M$3.1M$1.2M
20232468$41.5M$3.1M$1.0M
20222475$32.2M$3.4M$1.1M
20212446$61.9M$1.8M$957K
20202368$59.6M$1.1M$724K
20192308$43.2M$614K$615K
20182294$36.1M$437K$590K
20172274$35.0M$388K$558K
20162267$29.5M$606K$595K
20152266$28.6M$601K$576K
20142260$26.9M$919K$554K
20131112$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Spectrum Investment Advisors Inc.Investment advisory (plan)1$33,840
Empower Annuity Ins Co. of America—1$25,177
Empower Advisory Group, LLCInvestment management1$4,029
The Retirement Advantage Inc.Contract Administrator1$1,700

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Spectrum Investment Advisors Inc.$34K
Empower Annuity Ins Co. of America$25K
Empower Advisory Group, LLC$4,029
The Retirement Advantage Inc.$1,700

Questions and answers

How many retirement plans does Pflow Industries, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Pflow Industries, Inc. 401(k) Plan and Pflow Industries, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Pflow Industries, Inc. contribute to its plans?

$3,079,572 in employer contributions across these plans in their latest plan years, about $9,624 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Spectrum Investment Advisors Inc., Empower Annuity Ins Co. of America, Empower Advisory Group, LLC and The Retirement Advantage Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.