401(k)
2022 plan-year 401(k) DOL Form 5500

Tellus Equipment Solutions, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Tellus Equipment Solutions, LLC · Texas · Retail Trade

What the 2023 filing shows

Tellus Equipment Solutions, LLC 401(k) Plan holds $2M for 453 participants — about $5,063 per participant, up 15.1% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
453
covered participants
$5,063
avg assets per participant
+15.1%
assets growth YoY
Total Assets (2023)
$2M
Participants
453
State
Industry
Retail Trade

What the Filing Says About Tellus Equipment Solutions, LLC 401(k) Plan

Tellus Equipment Solutions, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Tellus Equipment Solutions, LLC, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 453 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 850526167, and the plan has been effective since 2020-08-29. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a gain of 15.1%. Net assets (after liabilities) closed the year at $2M, with reported net income of $300K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$300K
Plan Type401(k)
Employer EIN850526167
Plan Effective Date2020-08-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Tellus Equipment Solutions, LLC)

Year Plans Participants Total Assets
2022 1 453 $2M
2023 1 456 $3M
2024 1 470 $3M

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Frequently Asked Questions

How much money is in the Tellus Equipment Solutions, LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Tellus Equipment Solutions, LLC 401(k) Plan holds $2M in total assets with 453 participants. It is sponsored by Tellus Equipment Solutions, LLC.
What type of plan is Tellus Equipment Solutions, LLC 401(k) Plan?
Tellus Equipment Solutions, LLC 401(k) Plan is a 401(k) plan. It has been effective since 2020-08-29. The plan is filed with the U.S. Department of Labor under EIN 850526167.
Who sponsors the Tellus Equipment Solutions, LLC 401(k) Plan?
Tellus Equipment Solutions, LLC 401(k) Plan is sponsored by Tellus Equipment Solutions, LLC, located in Texas. The sponsor's EIN is 850526167 and the plan operates in the Retail Trade industry.
How did Tellus Equipment Solutions, LLC 401(k) Plan perform in 2022?
Tellus Equipment Solutions, LLC 401(k) Plan grew by 15.1% during 2022, moving from $2M to $2M in total assets. Net income was $300K.
Where can I find official filings for Tellus Equipment Solutions, LLC 401(k) Plan?
Official Form 5500 filings for Tellus Equipment Solutions, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850526167 or plan name at efast.dol.gov.
How does Tellus Equipment Solutions, LLC 401(k) Plan compare to other plans?
You can compare Tellus Equipment Solutions, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 850526167.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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