401(k) · DOL Form 5500 · 2023

J.M. Equipment Company, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
158
Participants Small participant base
69th
Percentile by assets National rank
$102,283
Avg per participant Below avg balance/head
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Official DOL plan name: J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan · Sponsored by J.M. Equipment Company, Inc. · California · Wholesale Trade

$16M in assets, 158 participants

J.M. Equipment Company, Inc.'s J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan reported $16M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,027 in Wholesale Trade (6,309 peers)

Coverage in California

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,027
in Wholesale Trade (6,309 peers)
+7.7%
assets growth YoY

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan's outsized position by total assets

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan vs every filed plan by assets

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

$16,160,759 Top 31% higher than 69% 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

J.M. Equipment Company, Inc., Profit Sharing 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. J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan reported participants fell from 172 in the plan year 2022 filing to 158 in the plan year 2023 filing.
  • J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 940693960 · J.M. Equipment Company, Inc. PY 2023 · 401(k)

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan · $16M · 158 · 69th

  • RANK $16M
  • PHOTO 158
  • IND 69th
  • EOY 401(k)
  • 5500 near Mcwhinney 401(k) Plan
  • ASSETS ind #4027

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 California →

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan in the asset neighbourhood

J.M. Equipment Company, Inc., Profit Sharing 401(k) PlanJ.M. Equipment Company, Inc.…$16MMcwhinney 401(k) Plan$16MReit Management Corp. 401(k) PlanReit Management Corp. 401(k)…$16MValvtechnologies Ee's 401(k) Ps PlanValvtechnologies Ee's 401(k)…$16MCoherent Logix, Incorporated 401(k) PlanCoherent Logix, Incorporated…$16M
End-of-year total assets ($M) among J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN940693960
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.M. Equipment Company, Inc.)

Sponsor-wide plan assets over time

All J.M. Equipment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 11.680696228754247% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $15M $16.8M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 172 $15M
2023 1 158 $16M
2024 1 157 $17M

Nearby 401(k) Plans in California

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

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan, Total assets ($B): 0.016160759 · Participants: 158J.M. Equipment Company, Inc., Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan side-by-side with 3 peers →

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mcwhinney 401(k) Plan in CO ($16M); by covered participants it is Center for Family Resources in 401(k) Profit Sharing Plan & Trust in NJ (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (158 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 J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan assets move in 2023? ▼
J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan grew at a solid clip - up 7.7% during 2023, from $15M to $16M. Reported net income was $1M.
How have J.M. Equipment Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.M. Equipment Company, Inc.'s sponsor-wide assets grew 11.7%, from $15M to $17M.
Which 401(k) plans are similar in size to J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcwhinney 401(k) Plan in CO ($16M, 218 participants).
Which 401(k) plans cover a similar participant headcount to J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Center for Family Resources in 401(k) Profit Sharing Plan & Trust in NJ (158 participants, $19K 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 940693960.

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.