401(k) · DOL Form 5500 · 2023
Surface Mount Depot, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $58,341
- Avg per participant Low balance/head
Official DOL plan name: Ted Davis Enterprises 401(k) Retirement Plan · Sponsored by Surface Mount Depot, Inc. · Oklahoma · Manufacturing
$3M in assets, 56 participants
Surface Mount Depot, Inc.'s Ted Davis Enterprises 401(k) Retirement Plan reported $3M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #3,806 in Manufacturing (18,722 peers)
Surface Mount Depot, Inc. multi-year trail
Surface Mount Depot, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Ted Davis Enterprises 401(k) Retirement Plan at $3M / 56 participants.
- #3,806
- in Manufacturing (18,722 peers)
- +15.8%
- assets growth YoY
Ted Davis Enterprises 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Ted Davis Enterprises 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,267,106 37th percentile higher than 37% 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
Ted Davis Enterprises 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ted Davis Enterprises 401(k) Retirement Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ted Davis Enterprises 401(k) Retirement Plan reported net income rose from -$521K in the plan year 2022 filing to $445K in the plan year 2023 filing.
- Ted Davis Enterprises 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Ted Davis Enterprises 401(k) Retirement Plan reported participants rose from 50 in the plan year 2022 filing to 56 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 731324643 · Surface Mount Depot, Inc. PY 2023 · 401(k)
Ted Davis Enterprises 401(k) Retirement Plan · $3M · 56 · 37th
- EBSA $3M
- EBSA 56
- EBSA 37th
- EBSA 401(k)
- EBSA near Space Coast Cardiology Consultants, P.a. 401(k) Profit Sharing Plan
- EBSA ind #3806
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 Oklahoma →
Ted Davis Enterprises 401(k) Retirement Plan in the asset neighbourhood
Surface Mount Depot, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Surface Mount Depot, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 25.351121355620815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $3M |
| 2023 | 1 | 56 | $3M |
| 2024 | 1 | 62 | $4M |
Surface Mount Depot, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $445K |
| Employer EIN | 731324643 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
Ted Davis Enterprises 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Space Coast Cardiology Consultants, P.a. 401(k) Profit Sharing Plan in FL ($3M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
- Specialty Steak Service Retirement Plan (PA) 56 · 0 off
- Pf Labor Denver LLC 401(k) Profit Sharing Plan & Trust (ND) 56 · 0 off
- Dreyfous & Associates Retirement Plan (PR) 56 · 0 off
- Private Client Group Pep (FL) 56 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.