Original filing (PDF)20251014204203NAL0007381346001

ENERPAC TOOL GROUP CORP

Name: ENERPAC TOOL GROUP CORP — ENERPAC TOOL GROUP 401(K) PLAN, Form 5500 (2024)
Creator: ENERPAC TOOL GROUP CORP

Form 5500

FILING_RECEIVED

ENERPAC TOOL GROUP 401(K) PLAN

401(k) retirement plan

Active participants

547

Accounts w/ balance

1,128

Plan assets (EOY)

$149.2M

Net assets (EOY)

$149.2M

How this plan invests

This plan

12 pooled trusts

Schedule D

248 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (4 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERPAC TOOL GROUP CORP.

Plan sponsor

Name

ENERPAC TOOL GROUP CORP

EIN

39-0168610

Address

N86 W12500 WESTBROOK CROSSING · MENOMONEE FALLS, WI · 53051

Phone

(262) 293-1500

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

022

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

3F · Sponsor used leased employees

2S · Automatic enrollment

2T · Default investment account (QDIA)

2I · Stock bonus

2K · 401(m) arrangement

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

WIPFLI

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$52K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	INVESTMENT ADVISOR	$65K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
WIPFLI, LLP	39-0758449	—	ACCOUNTANT/AUDITOR	$15K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
MICHAEL BEST & FRIEDRICH LLP	39-0934985	—	ATTORNEY/LEGAL	$26K	—

Investments

244 direct securities · 12 pooled funds· $144.3M(97% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$77.2M

12 holdings

Uncategorized

$67.1M

244 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	—	—	$13.7M	9.2%
TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001	Common Collective Trust	—	—	$11.8M	7.9%
TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001	Common Collective Trust	—	—	$10.2M	6.8%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$9.8M	6.6%
TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001	Common Collective Trust	—	—	$9.8M	6.5%
TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001	Common Collective Trust	—	—	$6.1M	4.1%
TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001	Common Collective Trust	—	—	$4.8M	3.2%
TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001	Common Collective Trust	—	—	$3.6M	2.4%
[DFE: T. ROWE PRICE RETIREMENT HYBRID TRUST, T. ROWE PRICE RETIREMENT HYBRID 2060 TRUST (extraction pending)]	—	—	—	$3.0M	2.0%
TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018	Common Collective Trust	—	—	$3.0M	2.0%
TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001	Common Collective Trust	—	—	$2.4M	1.6%
TRP GROWTH STOCK TRUST	—	—	—	$1.9M	1.3%
TRP US VALUE EQUITY TRUST	—	—	—	$1.9M	1.3%
TRP BOND TRUST I	—	—	—	$1.6M	1.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$1.3M	0.9%
TRP EQUITY INDEX TRUST	—	—	—	$1.3M	0.9%
TRP GROWTH STOCK TRUST	—	—	—	$1.3M	0.9%
TRP US VALUE EQUITY TRUST	—	—	—	$1.3M	0.8%
TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001	Common Collective Trust	—	—	$1.3M	0.8%
TRP BOND TRUST I	—	—	—	$1.1M	0.7%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$1.1M	0.7%
TRP GROWTH STOCK TRUST	—	—	—	$1.0M	0.7%
TRP US VALUE EQUITY TRUST	—	—	—	$977K	0.7%
TRP GROWTH STOCK TRUST	—	—	—	$963K	0.6%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$961K	0.6%
TRP US VALUE EQUITY TRUST	—	—	—	$941K	0.6%
TRP US VALUE EQUITY TRUST	—	—	—	$930K	0.6%
TRP GROWTH STOCK TRUST	—	—	—	$927K	0.6%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$909K	0.6%
TRP US LARGE-CAP CORE TRUST	—	—	—	$885K	0.6%
TRP EQUITY INDEX TRUST	—	—	—	$860K	0.6%
TRP BOND TRUST I	—	—	—	$856K	0.6%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$825K	0.6%
TRP REAL ASSETS TRUST I	—	—	—	$774K	0.5%
TRP US VALUE EQUITY TRUST	—	—	—	$745K	0.5%
TRP GROWTH STOCK TRUST	—	—	—	$743K	0.5%
TRP US LARGE-CAP CORE TRUST	—	—	—	$696K	0.5%
TRP US LARGE-CAP CORE TRUST	—	—	—	$671K	0.4%
TRP EQUITY INDEX TRUST	—	—	—	$668K	0.4%
TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001	Common Collective Trust	—	—	$648K	0.4%
TRP EQUITY INDEX TRUST	—	—	—	$645K	0.4%
TRP HEDGED EQUITY TRUST	—	—	—	$636K	0.4%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$635K	0.4%
TRP US LARGE-CAP CORE TRUST	—	—	—	$634K	0.4%
TRP EQUITY INDEX TRUST	—	—	—	$634K	0.4%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$603K	0.4%
TRP BOND TRUST I	—	—	—	$585K	0.4%
TRP INTERNATIONAL BOND TRUST	—	—	—	$577K	0.4%
TRP US VALUE EQUITY TRUST	—	—	—	$570K	0.4%
TRP GROWTH STOCK TRUST	—	—	—	$566K	0.4%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$547K	0.4%
TRP REAL ASSETS TRUST I	—	—	—	$514K	0.3%
TRP US LARGE-CAP CORE TRUST	—	—	—	$508K	0.3%
TRP EQUITY INDEX TRUST	—	—	—	$507K	0.3%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$490K	0.3%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$475K	0.3%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$469K	0.3%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$468K	0.3%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$467K	0.3%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$451K	0.3%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$442K	0.3%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$441K	0.3%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$436K	0.3%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$426K	0.3%
TRP REAL ASSETS TRUST I	—	—	—	$425K	0.3%
TRP REAL ASSETS TRUST I	—	—	—	$415K	0.3%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$409K	0.3%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$401K	0.3%
TRP INTERNATIONAL BOND TRUST	—	—	—	$399K	0.3%
TRP US LARGE-CAP CORE TRUST	—	—	—	$385K	0.3%
TRP EQUITY INDEX TRUST	—	—	—	$380K	0.3%
TRP REAL ASSETS TRUST I	—	—	—	$375K	0.3%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$372K	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$371K	0.2%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$368K	0.2%
TRP BOND TRUST I	—	—	—	$354K	0.2%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$353K	0.2%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$343K	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$330K	0.2%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$319K	0.2%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$318K	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$313K	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$309K	0.2%
TRP EMERGING MKTS EQ TRUST	—	—	—	$306K	0.2%
TRP INTERNATIONAL BOND TRUST	—	—	—	$303K	0.2%
TRP HIGH YIELD TRUST	—	—	—	$303K	0.2%
TRP REAL ASSETS TRUST I	—	—	—	$297K	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$295K	0.2%
TRP HEDGED EQUITY TRUST	—	—	—	$287K	0.2%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$286K	0.2%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$285K	0.2%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$270K	0.2%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$264K	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$250K	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$249K	0.2%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$246K	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$243K	0.2%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$242K	0.2%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$241K	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$233K	0.2%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$227K	0.2%
TRP REAL ASSETS TRUST I	—	—	—	$225K	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$225K	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$224K	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$207K	0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$204K	0.1%
TRP NEW HORIZONS TRUST	—	—	—	$204K	0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$203K	0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$199K	0.1%
TRP US TREASURY MM TRUST	—	—	—	$198K	0.1%
TRP HIGH YIELD TRUST	—	—	—	$196K	0.1%
TRP BOND TRUST I	—	—	—	$186K	0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$181K	0.1%
TRP GROWTH STOCK TRUST	—	—	—	$180K	0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$178K	0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$178K	0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$178K	0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$177K	0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$171K	0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$169K	0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$167K	0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$167K	0.1%
TRP US TREASURY MM TRUST	—	—	—	$161K	0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$160K	0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$156K	0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$149K	0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$142K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$140K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$138K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$137K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$133K	<0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$131K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$131K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$127K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$127K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$127K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$126K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$125K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$124K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$123K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$122K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$120K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$119K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$118K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$117K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$113K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$109K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$108K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$108K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$102K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$102K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$101K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$101K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$97K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$93K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$91K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$88K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$87K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$86K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$85K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$82K	<0.1%
TRP BOND TRUST I	—	—	—	$81K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$80K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$78K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$77K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$76K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$75K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$74K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$74K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$71K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$71K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$70K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$69K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$69K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$67K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$65K	<0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$63K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$63K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$61K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$59K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$59K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$51K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$50K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$50K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$48K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$46K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$45K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$44K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$43K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$42K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$42K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$41K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$41K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$40K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$40K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$38K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$38K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$37K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$34K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$31K	<0.1%

Showing top 200 of 256 investments by value.