401(k) · DOL Form 5500 · 2023

American State Equipment Co., Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
106
Participants Small participant base
73rd
Percentile by assets National rank
$196,140
Avg per participant Above avg balance/head
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Official DOL plan name: American State Equipment Co., Inc. Employees' 401(k) Plan · Sponsored by American State Equipment Co., Inc. · Wisconsin · Wholesale Trade

$21M in assets, 106 participants

American State Equipment Co., Inc.'s American State Equipment Co., Inc. Employees' 401(k) Plan reported $21M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,444 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

American State Equipment Co., Inc. Employees' 401(k) Plan covers 106 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $21M.

#4,444
in Wholesale Trade (6,309 peers)
+19.6%
assets growth YoY

American State Equipment Co., Inc. Employees' 401(k) Plan's outsized position by total assets

American State Equipment Co., Inc. Employees' 401(k) Plan vs every filed plan by assets

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

$20,790,842 Top 27% higher than 73% 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

American State Equipment Co., Inc. Employees' 401(k) 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. American State Equipment Co., Inc. Employees' 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American State Equipment Co., Inc. Employees' 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American State Equipment Co., Inc. Employees' 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • American State Equipment Co., Inc. Employees' 401(k) Plan reported participants fell from 118 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390965954 · American State Equipment Co., Inc. PY 2023 · 401(k)

American State Equipment Co., Inc. Employees' 401(k) Plan · $21M · 106 · 73rd

  • NET $21M
  • BOOK 106
  • VS-ST 73rd
  • BOY 401(k)
  • SCH near Ermco, Inc. 401(k) Savings Plan
  • EBSA ind #4444

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

American State Equipment Co., Inc. Employees' 401(k) Plan in the asset neighbourhood

American State Equipment Co., Inc. Employees' 401(k) PlanAmerican State Equipment Co.…$21MErmco, Inc. 401(k) Savings PlanErmco, Inc. 401(k) Savings P…$21MLgt Capital Partners (USA) Inc. 401(k) PlanLgt Capital Partners (USA) I…$21MPurchasing Power 401(k) Plan$21MContitech Auburn Hourly 401(k) PlanContitech Auburn Hourly 401(…$21M
End-of-year total assets ($M) among American State Equipment Co., Inc. Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN390965954
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American State Equipment Co., Inc.)

Sponsor-wide plan assets over time

All American State Equipment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 25.34635906386048% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $21.8M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 118 $17M
2023 1 106 $21M
2024 1 123 $22M

Nearby 401(k) Plans in Wisconsin

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

American State Equipment Co., Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants American State Equipment Co., Inc. Employees' 401(k) Plan, Total assets ($B): 0.020790842 · Participants: 106American State Equipment Co., Inc. Employees' 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
American State Equipment Co., Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare American State Equipment Co., Inc. Employees' 401(k) Plan side-by-side with 3 peers →

American State Equipment Co., Inc. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ermco, Inc. 401(k) Savings Plan in IN ($21M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 American State Equipment Co., Inc. Employees' 401(k) Plan assets move in 2023? ▼
American State Equipment Co., Inc. Employees' 401(k) Plan grew sharply - up 19.6% during 2023, from $17M to $21M. Reported net income was $3M.
How have American State Equipment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American State Equipment Co., Inc.'s sponsor-wide assets grew 25.3%, from $17M to $22M.
Which 401(k) plans are similar in size to American State Equipment Co., Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ermco, Inc. 401(k) Savings Plan in IN ($21M, 125 participants).
Which 401(k) plans cover a similar participant headcount to American State Equipment Co., Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A 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 390965954.

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.