Department of Labor filing

POWERTRAIN ROCKFORD, INC.

WALTERSCHEID 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Mar 5, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$3,047

Reported employer contributions per active participant.

Higher than about 68% of comparable plans

#People in the filing

274

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$151 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 59% of comparable plans

↗Investment performance

Not available

Plan assets changed 1.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions68th percentileTypical peer $2,293 · based on 622 comparable plans

Lower reported administrative expense59th percentileTypical peer $193 · based on 639 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, POWERTRAIN ROCKFORD, INC. reported $834,759 in employer contributions across the plan and 274 active participants. That works out to $3,047 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy69%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 27.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 8.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context66/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $834,759
Participant contributions: $1,698,644
Other contributions: $270,941
Employer share of reported contributions: 33.0%
Beginning assets: $27,885,583
Ending assets: $28,176,367
Ending net assets: $28,176,367
Ending liabilities: $0
Total income: $6,052,458
Total expenses: $5,761,674
Administrative expenses: $73,145
Participant loans: $523,019

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,394

2023

$2,367

2024

$3,047

Plan-paid administrative expenses per participant

2022

$139

2023

$145

2024

$151

Active participants

2022

325

2023

352

2024

274

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,047	274	28.2M	20260305165420NAL0004152145001
2023	$2,367	352	27.9M	20260305164700NAL0004497505001
2022	$2,394	325	24.4M	20250210143711NAL0031829872001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 363585049-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 3, 2019
Industry: Industry group 333
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
EMPOWER ANNUITY INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260305165420NAL0004152145001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗