401(k) · DOL Form 5500 · 2022

J.M. Equipment Company, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
172
Participants Small participant base
73rd
Percentile by assets National rank
$87,213
Avg per participant Below avg balance/head
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Official DOL plan name: J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan · Sponsored by J.M. Equipment Company, Inc. · California · Wholesale Trade

$15M in assets, 172 participants

J.M. Equipment Company, Inc.'s J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan reported $15M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,680 in Wholesale Trade (6,843 peers)

Coverage in California

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $15M.

#4,680
in Wholesale Trade (6,843 peers)
-23.6%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan's outsized position by total assets

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,000,587 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan sits mid-pack in the medium band (172 participants).

Form 5500 schedule snapshot

Filing strip 940693960 · J.M. Equipment Company, Inc. PY 2022 · 401(k)

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan · $15M · 172 · 73rd

  • NET $15M
  • BOOK 172
  • VS-ST 73rd
  • BOY 401(k)
  • SCH near University of Oklahoma Foundation Savings Plan
  • EBSA ind #4680

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in California →

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan in the asset neighbourhood

J.M. Equipment Company, Inc., Profit Sharing 401(k) PlanJ.M. Equipment Company, Inc.…$15MUniversity of Oklahoma Foundation Savings PlanUniversity of Oklahoma Found…$15MAcquis Consulting Group, LLC Retirement PlanAcquis Consulting Group, LLC…$15MWeekley Asphalt Paving, Inc. 401(k) PlanWeekley Asphalt Paving, Inc.…$15MEverstream Solutions LLC 401(k) Profit Sharing Plan & TrustEverstream Solutions LLC 401…$15M
End-of-year total assets ($M) among J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$15M
Net Income-$5M
Employer EIN940693960
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.M. Equipment Company, Inc.)

Sponsor-wide plan assets over time

All J.M. Equipment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 11.680696228754247% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $15M $16.8M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 172 $15M
2023 1 158 $16M
2024 1 157 $17M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan, Total assets ($B): 0.015000587 · Participants: 172J.M. Equipment Company, Inc., Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan side-by-side with 3 peers →

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is University of Oklahoma Foundation Savings Plan in OK ($15M); by covered participants it is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan assets move in 2022? ▼
J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan declined sharply - down 23.6% during 2022, from $20M to $15M. Reported net income was -$5M.
How have J.M. Equipment Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.M. Equipment Company, Inc.'s sponsor-wide assets grew 11.7%, from $15M to $17M.
Which 401(k) plans are similar in size to J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is University of Oklahoma Foundation Savings Plan in OK ($15M, 131 participants).
Which 401(k) plans cover a similar participant headcount to J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940693960.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.