Other · DOL Form 5500 · 2023

Automatic Equipment Inc Retirement Plan

Data updated 2026-08-25

$32
Total assets Small plan by assets: 6
Participants Small participant base: 0th
Percentile by assets National rank: $5
Avg per participant Low balance/head

Official DOL plan name: Automatic Equipment Inc Retirement Plan · Sponsored by Automatic Equipment Inc · Puerto Rico · Real Estate

$32 in assets, 6 participants

Automatic Equipment Inc's Automatic Equipment Inc Retirement Plan reported $32 in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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 in Real Estate (4,727 peers)

What the 2023 filing shows

Automatic Equipment Inc Retirement Plan holds $32 for 6 participants - about $5 per participant, among the smaller plans by assets on file.

#9
in Real Estate (4,727 peers): +3.2%
assets growth YoY

Automatic Equipment Inc Retirement Plan among the smaller filed plans by assets

Automatic Equipment Inc Retirement Plan vs every filed plan by assets

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

$32 0th percentile higher than 0% 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

Automatic Equipment Inc Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Automatic Equipment Inc Retirement Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 222283038 · Automatic Equipment Inc PY 2023 · Other

Automatic Equipment Inc Retirement Plan · $32 · 6 · 0th

PART $32
TYPE 6
NET 0th
BOOK Other
VS-ST near Ilp Limited Defined Benefit Plan
BOY ind #9

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 Real Estate retirement plans → · Plans in Puerto Rico →

End-of-year total assets ($M) among Automatic Equipment Inc Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$31
Net Assets (End of Year)	$32
Net Income	$1
Employer EIN	222283038
Plan Effective Date	1994-06-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Puerto Rico

Peer Other plans, same state, same plan type, ranked by total assets.

Automatic Equipment Inc Retirement Plan vs. nearby Other plans in Puerto Rico, assets vs. participants

Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan $102M · 1,314
Bd Savings Plan for Puerto Rico Employees $70M · 1,390
Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan $25M · 208
Sarco Employees Retirement Plan $23M · 3,515
Retirement Plan of Henkel Puerto Rico, Inc. $18M · 232

Compare Automatic Equipment Inc Retirement Plan side-by-side with 3 peers →

Automatic Equipment Inc Retirement Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Ilp Limited Defined Benefit Plan in NY ($10); by covered participants it is Pace Managment, Inc,-401(k) Retirement Plan in NM (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32 here).

Ilp Limited Defined Benefit Plan (NY) $10 · 1
Joel B. Rosenthal, D.D.S. Profit Sharing (CA) $1 · 1
Jhstahl Holdings Profit Sharing Plan (NY) $1K · 1
Hill Country Memorial Hospital 403(b) Retirement Plan (TX) $3K · 671

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Pace Managment, Inc,-401(k) Retirement Plan (NM) 6 · 0 off
403(b) Pension & Medical Reimbursement Plan (MO) 6 · 0 off
The Community Foundation 403b Pension Plan (CO) 6 · 0 off
Equivest Tsa 501c3 (PA) 6 · 0 off

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 Automatic Equipment Inc Retirement Plan assets move in 2023? ▼

Automatic Equipment Inc Retirement Plan edged up modestly - up 3.2% during 2023, from $31 to $32. Reported net income was $1.

Where does Automatic Equipment Inc Retirement Plan rank by assets among Form 5500 filers? ▼

Automatic Equipment Inc Retirement Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Other plans are similar in size to Automatic Equipment Inc Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Ilp Limited Defined Benefit Plan in NY ($10, 1 participant).

Which Other plans cover a similar participant headcount to Automatic Equipment Inc Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Pace Managment, Inc,-401(k) Retirement Plan in NM (6 participants, $701K 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 222283038.