401(k) · DOL Form 5500 · 2023
Institutional Equipment, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $167,158
- Avg per participant Above avg balance/head
Official DOL plan name: Institutional Equipment Inc. Retirement Plan · Sponsored by Institutional Equipment, Inc. · Illinois · Manufacturing
$6M in assets, 36 participants
Institutional Equipment, Inc.'s Institutional Equipment Inc. Retirement Plan reported $6M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #5,938 in Manufacturing (18,722 peers)
Institutional Equipment, Inc. multi-year trail
Institutional Equipment, Inc.'s plans moved +37.2% in assets from 2022 to 2024; this filing shows Institutional Equipment Inc. Retirement Plan at $6M / 36 participants.
- #5,938
- in Manufacturing (18,722 peers)
- +20.2%
- assets growth YoY
Institutional Equipment Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Institutional Equipment Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,017,672 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Institutional Equipment Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institutional Equipment Inc. Retirement Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Institutional Equipment Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Institutional Equipment Inc. Retirement Plan reported participants rose from 29 in the plan year 2022 filing to 36 in the plan year 2023 filing.
- Institutional Equipment Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 363866393 · Institutional Equipment, Inc. PY 2023 · 401(k)
Institutional Equipment Inc. Retirement Plan · $6M · 36 · 48th
- 5500 $6M
- 5500 36
- 5500 48th
- 5500 401(k)
- 5500 near Dutton & Associates PC Retirement Savings Plan
- 5500 ind #5938
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 Manufacturing retirement plans → · Plans in Illinois →
Institutional Equipment Inc. Retirement Plan in the asset neighbourhood
Institutional Equipment, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Institutional Equipment, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 37.20501565519618% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $5M |
| 2023 | 1 | 36 | $6M |
| 2024 | 1 | 41 | $7M |
Institutional Equipment, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 363866393 |
| Plan Effective Date | 1996-09-28 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Institutional Equipment Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Dutton & Associates PC Retirement Savings Plan in NE ($6M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
- Btx Technologies, Inc. 401(k) Plan (NY) 36 · 0 off
- Klink Equipment, LLC Retirement Plan (WI) 36 · 0 off
- S.a. Graham Company, Inc. 401(k) Plan (AL) 36 · 0 off
- Fumuso Christesen LLP Cash or Deferred Plan and Trust (NY) 36 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.