401(k) · DOL Form 5500 · 2022

Western Equipment, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
691
Participants Below avg headcount
85th
Percentile by assets National rank
$53,972
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Equipment, LLC Retirement Savings Plan · Sponsored by Western Equipment, LLC · Oklahoma · Retail Trade

$37M in assets, 691 participants

Western Equipment, LLC's Western Equipment, LLC Retirement Savings Plan reported $37M in total assets and 691 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,741 in Retail Trade (9,519 peers)

Where Western Equipment, LLC Retirement Savings Plan sits by assets

Western Equipment, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $37M for 691 participants (~$53,972/participant), down 9.1% in 2022.

#8,741
in Retail Trade (9,519 peers)
-9.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Equipment, LLC Retirement Savings Plan's outsized position by total assets

Western Equipment, LLC Retirement Savings Plan vs every filed plan by assets

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

$37,294,449 Top 15% higher than 85% 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

Western Equipment, LLC Retirement Savings 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. Western Equipment, LLC Retirement Savings Plan sits mid-pack in the medium band (691 participants).

Plan-year Form 5500 strip

Filing strip 300134973 · Western Equipment, LLC PY 2022 · 401(k)

Western Equipment, LLC Retirement Savings Plan · $37M · 691 · 85th

  • IND $37M
  • EOY 691
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan
  • EIN ind #8741

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 Retail Trade retirement plans → · Plans in Oklahoma →

Western Equipment, LLC Retirement Savings Plan in the asset neighbourhood

Mascaro Services, Inc. 401(k)/Profit Sharing PlanMascaro Services, Inc. 401(k…$37MLeader Bank 401(k) Plan$37MWestern Equipment, LLC Retirement Savings PlanWestern Equipment, LLC Retir…$37MCardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings PlanCardiothoracic & Vascular Su…$37MAxis Communications, Inc. 401(k) PlanAxis Communications, Inc. 40…$37M
End-of-year total assets ($M) among Western Equipment, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$37M
Net Income-$4M
Employer EIN300134973
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Equipment, LLC)

Sponsor-wide plan assets over time

All Western Equipment, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 40.5404970589591% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $52.4M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 691 $37M
2023 1 704 $44M
2024 1 704 $52M

Nearby 401(k) Plans in Oklahoma

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

Western Equipment, LLC Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Western Equipment, LLC Retirement Savings Plan, Total assets ($B): 0.037294449 · Participants: 691Western Equipment, LLC Retirement Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Western Equipment, LLC Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Western Equipment, LLC Retirement Savings Plan side-by-side with 3 peers →

Western Equipment, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan in IL ($37M); by covered participants it is The Frank Fletcher Group 401(k) Plan in AR (691 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (691 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 Western Equipment, LLC Retirement Savings Plan assets move in 2022? ▼
Western Equipment, LLC Retirement Savings Plan pulled back noticeably - down 9.1% during 2022, from $41M to $37M. Reported net income was -$4M.
How have Western Equipment, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Equipment, LLC's sponsor-wide assets grew 40.5%, from $37M to $52M.
Where does Western Equipment, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Western Equipment, LLC Retirement Savings Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Western Equipment, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan in IL ($37M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Western Equipment, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Frank Fletcher Group 401(k) Plan in AR (691 participants, $18M 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 300134973.

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.