Civic Intelligence

POWERTRAIN ROCKFORD, INC.

Plan context: Walterscheid 401(K) Retirement Plan

EIN 36-3585049 • 27 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

410

2024 Assets

$45,306,204

2024 Contributions

$2,804,344

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$54,175,264$27,087,632$0201020172024YearValue
$45,306,204Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4102050201020172024YearValue
410Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243410$45,306,204$2,804,344$6,840iApproximate average salary by contribution assumption: employee only about $170,997 at 4% or $113,998 at 6%; with 50% employer match about $113,998 at 4% or $75,998 at 6%; with 100% employer match about $85,498 at 4% or $56,999 at 6%.
Walterscheid 401(K) Retirement Plan-274$28,176,367$2,804,344$10,235iApproximate average salary by contribution assumption: employee only about $255,871 at 4% or $170,581 at 6%; with 50% employer match about $170,581 at 4% or $113,720 at 6%; with 100% employer match about $127,935 at 4% or $85,290 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-8$17,129,837--
Powertrain Rockford Welfare Benefit Plan-410---
20233362$47,102,321$3,116,962$8,610iApproximate average salary by contribution assumption: employee only about $215,260 at 4% or $143,507 at 6%; with 50% employer match about $143,507 at 4% or $95,671 at 6%; with 100% employer match about $107,630 at 4% or $71,753 at 6%.
Walterscheid 401(K) Retirement Plan-352$27,885,583$3,103,519$8,817iApproximate average salary by contribution assumption: employee only about $220,420 at 4% or $146,947 at 6%; with 50% employer match about $146,947 at 4% or $97,965 at 6%; with 100% employer match about $110,210 at 4% or $73,473 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-8$19,216,738$13,443$1,680iApproximate average salary by contribution assumption: employee only about $42,009 at 4% or $28,006 at 6%; with 50% employer match about $28,006 at 4% or $18,671 at 6%; with 100% employer match about $21,005 at 4% or $14,003 at 6%.
Powertrain Rockford Welfare Benefit Plan-362---
20223328$44,766,309$2,902,005$8,848iApproximate average salary by contribution assumption: employee only about $221,189 at 4% or $147,460 at 6%; with 50% employer match about $147,460 at 4% or $98,306 at 6%; with 100% employer match about $110,595 at 4% or $73,730 at 6%.
Walterscheid 401(K) Retirement Plan-325$24,387,102$2,902,005$8,929iApproximate average salary by contribution assumption: employee only about $223,231 at 4% or $148,821 at 6%; with 50% employer match about $148,821 at 4% or $99,214 at 6%; with 100% employer match about $111,616 at 4% or $74,410 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-9$20,379,207--
Powertrain Rockford Welfare Benefit Plan-328---
20213317$54,175,264$2,387,762$7,532iApproximate average salary by contribution assumption: employee only about $188,309 at 4% or $125,540 at 6%; with 50% employer match about $125,540 at 4% or $83,693 at 6%; with 100% employer match about $94,155 at 4% or $62,770 at 6%.
Walterscheid 401(K) Retirement Plan-310$27,756,136$2,387,762$7,702iApproximate average salary by contribution assumption: employee only about $192,561 at 4% or $128,374 at 6%; with 50% employer match about $128,374 at 4% or $85,583 at 6%; with 100% employer match about $96,281 at 4% or $64,187 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-9$26,419,128--
Powertrain Rockford Welfare Benefit Plan-317---
20203282$52,409,232$3,043,481$10,792iApproximate average salary by contribution assumption: employee only about $269,812 at 4% or $179,875 at 6%; with 50% employer match about $179,875 at 4% or $119,917 at 6%; with 100% employer match about $134,906 at 4% or $89,937 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-11$28,013,649--
Walterscheid 401(K) Retirement Plan-273$24,395,583$3,043,481$11,148iApproximate average salary by contribution assumption: employee only about $278,707 at 4% or $185,805 at 6%; with 50% employer match about $185,805 at 4% or $123,870 at 6%; with 100% employer match about $139,354 at 4% or $92,902 at 6%.
Powertrain Rockford Welfare Benefit Plan-282---
20193296$45,351,330$19,191,495$64,836iApproximate average salary by contribution assumption: employee only about $1,620,903 at 4% or $1,080,602 at 6%; with 50% employer match about $1,080,602 at 4% or $720,401 at 6%; with 100% employer match about $810,452 at 4% or $540,301 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-12$27,026,116$1,752,333$146,028iApproximate average salary by contribution assumption: employee only about $3,650,694 at 4% or $2,433,796 at 6%; with 50% employer match about $2,433,796 at 4% or $1,622,531 at 6%; with 100% employer match about $1,825,347 at 4% or $1,216,898 at 6%.
Walterscheid 401(K) Retirement Plan-296$18,325,214$17,439,162$58,916iApproximate average salary by contribution assumption: employee only about $1,472,902 at 4% or $981,935 at 6%; with 50% employer match about $981,935 at 4% or $654,623 at 6%; with 100% employer match about $736,451 at 4% or $490,967 at 6%.
Powertrain Rockford Welfare Benefit Plan-296---
2018114$24,249,559$0-
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-14$24,249,559--
2017116$29,737,016$0-
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-16$29,737,016--
2016125$28,340,332$0-
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-25$28,340,332--
2015128$29,067,011$0-
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-28$29,067,011--
2014132$33,020,247$255,706$7,991iApproximate average salary by contribution assumption: employee only about $199,770 at 4% or $133,180 at 6%; with 50% employer match about $133,180 at 4% or $88,787 at 6%; with 100% employer match about $99,885 at 4% or $66,590 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-32$33,020,247$255,706$7,991iApproximate average salary by contribution assumption: employee only about $199,770 at 4% or $133,180 at 6%; with 50% employer match about $133,180 at 4% or $88,787 at 6%; with 100% employer match about $99,885 at 4% or $66,590 at 6%.
2013145$35,615,585$1,801,156$40,026iApproximate average salary by contribution assumption: employee only about $1,000,642 at 4% or $667,095 at 6%; with 50% employer match about $667,095 at 4% or $444,730 at 6%; with 100% employer match about $500,321 at 4% or $333,547 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-45$35,615,585$1,801,156$40,026iApproximate average salary by contribution assumption: employee only about $1,000,642 at 4% or $667,095 at 6%; with 50% employer match about $667,095 at 4% or $444,730 at 6%; with 100% employer match about $500,321 at 4% or $333,547 at 6%.
2012149$30,787,016$1,616,384$32,987iApproximate average salary by contribution assumption: employee only about $824,686 at 4% or $549,790 at 6%; with 50% employer match about $549,790 at 4% or $366,527 at 6%; with 100% employer match about $412,343 at 4% or $274,895 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-49$30,787,016$1,616,384$32,987iApproximate average salary by contribution assumption: employee only about $824,686 at 4% or $549,790 at 6%; with 50% employer match about $549,790 at 4% or $366,527 at 6%; with 100% employer match about $412,343 at 4% or $274,895 at 6%.
2011153$28,641,311$2,345,833$44,261iApproximate average salary by contribution assumption: employee only about $1,106,525 at 4% or $737,683 at 6%; with 50% employer match about $737,683 at 4% or $491,789 at 6%; with 100% employer match about $553,263 at 4% or $368,842 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-53$28,641,311$2,345,833$44,261iApproximate average salary by contribution assumption: employee only about $1,106,525 at 4% or $737,683 at 6%; with 50% employer match about $737,683 at 4% or $491,789 at 6%; with 100% employer match about $553,263 at 4% or $368,842 at 6%.
2010158$29,791,120$2,508,487$43,250iApproximate average salary by contribution assumption: employee only about $1,081,244 at 4% or $720,830 at 6%; with 50% employer match about $720,830 at 4% or $480,553 at 6%; with 100% employer match about $540,622 at 4% or $360,415 at 6%.
Pen Agreement Rockford Powertrain Inc & Uaw and Its Local 803-58$29,791,120$2,508,487$43,250iApproximate average salary by contribution assumption: employee only about $1,081,244 at 4% or $720,830 at 6%; with 50% employer match about $720,830 at 4% or $480,553 at 6%; with 100% employer match about $540,622 at 4% or $360,415 at 6%.