401(k) · DOL Form 5500 · 2023

Ben-Ko-Matic Co. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
140
Participants Small participant base
55th
Percentile by assets National rank
$61,060
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Owen Equipment 401(k) Profit Sharing Plan · Sponsored by Ben-Ko-Matic Co. · Washington · Manufacturing

$9M in assets, 140 participants

Ben-Ko-Matic Co.'s Owen Equipment 401(k) Profit Sharing Plan reported $9M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,612 in Manufacturing (18,722 peers)

Coverage in Washington

Owen Equipment 401(k) Profit Sharing Plan covers 140 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.

#7,612
in Manufacturing (18,722 peers)
+30.1%
assets growth YoY

Owen Equipment 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Owen Equipment 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,548,348 Top 45% higher than 55% 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

Owen Equipment 401(k) Profit Sharing 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. Owen Equipment 401(k) Profit Sharing Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Owen Equipment 401(k) Profit Sharing Plan reported net income rose from -$68K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Owen Equipment 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Owen Equipment 401(k) Profit Sharing Plan reported participants rose from 127 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930666853 · Ben-Ko-Matic Co. PY 2023 · 401(k)

Owen Equipment 401(k) Profit Sharing Plan · $9M · 140 · 55th

  • PART $9M
  • TYPE 140
  • NET 55th
  • BOOK 401(k)
  • VS-ST near Lm Services Retirement Savings Plan
  • BOY ind #7612

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 Washington →

Owen Equipment 401(k) Profit Sharing Plan in the asset neighbourhood

Owen Equipment 401(k) Profit Sharing PlanOwen Equipment 401(k) Profit…$9MLm Services Retirement Savings PlanLm Services Retirement Savin…$9MManhole Adjusting Inc. 401(k) Retirement PlanManhole Adjusting Inc. 401(k…$9MKaw Valley Engineering, Inc. Profit Sharing/401(k) Plan & TrKaw Valley Engineering, Inc.…$9MCalifornia Kidney Specialists 401(k) PlanCalifornia Kidney Specialist…$9M
End-of-year total assets ($M) among Owen Equipment 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN930666853
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ben-Ko-Matic Co.)

Sponsor-wide plan assets over time

All Ben-Ko-Matic Co. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 58.11182914839021% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.57M $10.4M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 127 $7M
2023 1 140 $9M
2024 1 141 $10M

Nearby 401(k) Plans in Washington

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

Owen Equipment 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Owen Equipment 401(k) Profit Sharing Plan, Total assets ($B): 0.008548348 · Participants: 140Owen Equipment 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Owen Equipment 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Owen Equipment 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Lm Services Retirement Savings Plan in MO ($9M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Owen Equipment 401(k) Profit Sharing Plan assets move in 2023?
Owen Equipment 401(k) Profit Sharing Plan surged - up 30.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have Ben-Ko-Matic Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ben-Ko-Matic Co.'s sponsor-wide assets grew 58.1%, from $7M to $10M.
Which 401(k) plans are similar in size to Owen Equipment 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Lm Services Retirement Savings Plan in MO ($9M, 1,157 participants).
Which 401(k) plans cover a similar participant headcount to Owen Equipment 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A in assets).