401(k) · DOL Form 5500 · 2023

West Equipment Company, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
14
Participants Small participant base
24th
Percentile by assets National rank
$75,648
Avg per participant Below avg balance/head
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Official DOL plan name: West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by West Equipment Company, Inc. · Ohio · Wholesale Trade

$1M in assets, 14 participants

West Equipment Company, Inc.'s West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #859 in Wholesale Trade (6,309 peers)

West Equipment Company, Inc. multi-year trail

West Equipment Company, Inc.'s plans moved +27.4% in assets from 2023 to 2024; this filing shows West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust at $1M / 14 participants.

#859
in Wholesale Trade (6,309 peers)
+26.1%
assets growth YoY

West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,059,072 24th percentile higher than 24% 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

West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 340940015 · West Equipment Company, Inc. PY 2023 · 401(k)

West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust · $1M · 14 · 24th

  • EIN $1M
  • RANK 14
  • PHOTO 24th
  • IND 401(k)
  • EOY near Vine Hospitality 401(k) Plan
  • 5500 ind #859

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 Ohio →

West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

West Equipment Company, Inc. 401(k) Profit Sharing Plan & TrustWest Equipment Company, Inc.…$1MVine Hospitality 401(k) Plan$1MBig Fish Corp. 401(k) Plan$1MMedieasy Software 401(k) Plan$1MMorrow, Tompkins, Trueblood & Lefevre, LLC 401(k) PlanMorrow, Tompkins, Trueblood …$1M
End-of-year total assets ($M) among West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

West Equipment Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 27.448369893642738% vs 2023
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 20232024 $1.06M $1.35M ▲ +27.4%
Year Plans Participants Total Assets
2023 1 14 $1M
2024 1 15 $1M

West Equipment Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$840K
Net Assets (End of Year)$1M
Net Income$219K
Employer EIN340940015
Plan Effective Date1967-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001059072 · Participants: 14West Equipment Company, Inc. 401(k) Profit Sharing Plan & TrustGE 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
West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Vine Hospitality 401(k) Plan in CA ($1M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 26.1% during 2023, from $840K to $1M. Reported net income was $219K.
How have West Equipment Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), West Equipment Company, Inc.'s sponsor-wide assets grew 27.4%, from $1M to $1M.
Where does West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vine Hospitality 401(k) Plan in CA ($1M, 302 participants).
Which 401(k) plans cover a similar participant headcount to West Equipment Company, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 340940015.

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.