401(k) · DOL Form 5500 · 2023

Steel Equipment Specialists, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
171
Participants Small participant base
79th
Percentile by assets National rank
$178,219
Avg per participant Above avg balance/head
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Official DOL plan name: Steel Equipment Specialists, LLC 401(k) Plan · Sponsored by Steel Equipment Specialists, LLC · Ohio · Manufacturing

$30M in assets, 171 participants

Steel Equipment Specialists, LLC's Steel Equipment Specialists, LLC 401(k) Plan reported $30M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,364 in Manufacturing (18,722 peers)

Coverage in Ohio

Steel Equipment Specialists, LLC 401(k) Plan covers 171 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#13,364
in Manufacturing (18,722 peers)
+19.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Steel Equipment Specialists, LLC 401(k) Plan's outsized position by total assets

Steel Equipment Specialists, LLC 401(k) Plan vs every filed plan by assets

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

$30,475,460 Top 21% higher than 79% 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

Steel Equipment Specialists, LLC 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. Steel Equipment Specialists, LLC 401(k) Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steel Equipment Specialists, LLC 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Steel Equipment Specialists, LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Steel Equipment Specialists, LLC 401(k) Plan reported participants rose from 157 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341909310 · Steel Equipment Specialists, LLC PY 2023 · 401(k)

Steel Equipment Specialists, LLC 401(k) Plan · $30M · 171 · 79th

  • TYPE $30M
  • TYPE 171
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Minnesota Masonic Charities 401(k) Plan
  • TYPE ind #13364

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 Ohio →

Steel Equipment Specialists, LLC 401(k) Plan in the asset neighbourhood

Steel Equipment Specialists, LLC 401(k) PlanSteel Equipment Specialists,…$30MOverseas Service Corporation 401(k) Plan and TrustOverseas Service Corporation…$30MMinnesota Masonic Charities 401(k) PlanMinnesota Masonic Charities …$30MFosber Savings & Retirement PlanFosber Savings & Retirement …$30MKimber Mfg., Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Steel Equipment Specialists, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN341909310
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Steel Equipment Specialists, LLC)

Sponsor-wide plan assets over time

All Steel Equipment Specialists, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 35.798746332235226% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.6M $34.7M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 157 $26M
2023 1 171 $30M
2024 1 184 $35M

Nearby 401(k) Plans in Ohio

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

Steel Equipment Specialists, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Steel Equipment Specialists, LLC 401(k) Plan, Total assets ($B): 0.03047546 · Participants: 171Steel Equipment Specialists, LLC 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Steel Equipment Specialists, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Steel Equipment Specialists, LLC 401(k) Plan side-by-side with 3 peers →

Steel Equipment Specialists, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Minnesota Masonic Charities 401(k) Plan in MN ($30M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Steel Equipment Specialists, LLC 401(k) Plan assets move in 2023? ▼
Steel Equipment Specialists, LLC 401(k) Plan grew sharply - up 19.3% during 2023, from $26M to $30M. Reported net income was $5M.
How have Steel Equipment Specialists, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steel Equipment Specialists, LLC's sponsor-wide assets grew 35.8%, from $26M to $35M.
Where does Steel Equipment Specialists, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Steel Equipment Specialists, LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Steel Equipment Specialists, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Minnesota Masonic Charities 401(k) Plan in MN ($30M, 424 participants).
Which 401(k) plans cover a similar participant headcount to Steel Equipment Specialists, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 341909310.

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.