401(k) · DOL Form 5500 · 2023

Heat Transfer Equipment Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
123
Participants Small participant base
63rd
Percentile by assets National rank
$100,652
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heat Transfer Equipment Company Savings Plan · Sponsored by Heat Transfer Equipment Company · Oklahoma · Manufacturing

$12M in assets, 123 participants

Heat Transfer Equipment Company's Heat Transfer Equipment Company Savings Plan reported $12M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,462 in Manufacturing (18,722 peers)

Coverage in Oklahoma

Heat Transfer Equipment Company Savings Plan covers 123 participants in Oklahoma, about 16% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#9,462
in Manufacturing (18,722 peers)
+17.5%
assets growth YoY

Heat Transfer Equipment Company Savings Plan's mid-pack asset rank among Manufacturing and all filers

Heat Transfer Equipment Company Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,380,186 Top 37% higher than 63% of 127,068 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 2023

Heat Transfer Equipment Company Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heat Transfer Equipment Company Savings Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heat Transfer Equipment Company Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heat Transfer Equipment Company Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Heat Transfer Equipment Company Savings Plan reported participants rose from 105 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730961266 · Heat Transfer Equipment Company PY 2023 · 401(k)

Heat Transfer Equipment Company Savings Plan · $12M · 123 · 63rd

  • IND $12M
  • EOY 123
  • 5500 63rd
  • ASSETS 401(k)
  • PCT near Accommodations Plus International Profit Sharing Plan
  • EIN ind #9462

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 Oklahoma →

Heat Transfer Equipment Company Savings Plan in the asset neighbourhood

Heat Transfer Equipment Company Savings PlanHeat Transfer Equipment Comp…$12MAccommodations Plus International Profit Sharing PlanAccommodations Plus Internat…$12MDan Cummins, Inc. 401(k) Plan$12MKoch Automotive Group 401(k) PlanKoch Automotive Group 401(k)…$12MHutchinson Manufacturing Holdings, LLC Retirement Savings Plan and TrustHutchinson Manufacturing Hol…$12M
End-of-year total assets ($M) among Heat Transfer Equipment Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN730961266
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heat Transfer Equipment Company)

Sponsor-wide plan assets over time

All Heat Transfer Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$14M 30.115849311452685% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $10.5M $13.7M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 105 $11M
2023 1 123 $12M
2024 1 122 $14M

Nearby 401(k) Plans in Oklahoma

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

Heat Transfer Equipment Company Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Heat Transfer Equipment Company Savings Plan, Total assets ($B): 0.012380186 · Participants: 123Heat Transfer Equipment Company Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Heat Transfer Equipment Company Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Heat Transfer Equipment Company Savings Plan side-by-side with 3 peers →

Heat Transfer Equipment Company Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Accommodations Plus International Profit Sharing Plan in NY ($12M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heat Transfer Equipment Company Savings Plan assets move in 2023? ▼
Heat Transfer Equipment Company Savings Plan grew sharply - up 17.5% during 2023, from $11M to $12M. Reported net income was $2M.
How have Heat Transfer Equipment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat Transfer Equipment Company's sponsor-wide assets grew 30.1%, from $11M to $14M.
Which 401(k) plans are similar in size to Heat Transfer Equipment Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accommodations Plus International Profit Sharing Plan in NY ($12M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Heat Transfer Equipment Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730961266.

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.