401(k) · DOL Form 5500 · 2023

Western Equipment, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
704
Participants Below avg headcount
84th
Percentile by assets National rank
$63,047
Avg per participant Low balance/head
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Official DOL plan name: Western Equipment, LLC Retirement Savings Plan · Sponsored by Western Equipment, LLC · Oklahoma · Retail Trade

$44M in assets, 704 participants

Western Equipment, LLC's Western Equipment, LLC Retirement Savings Plan reported $44M in total assets and 704 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,664 in Retail Trade (8,414 peers)

Where Western Equipment, LLC Retirement Savings Plan sits by assets

Western Equipment, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $44M for 704 participants (~$63,047/participant), up 19.0% in 2023.

#7,664
in Retail Trade (8,414 peers)
+19.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Western Equipment, LLC Retirement Savings Plan's outsized position by total assets

Western Equipment, LLC Retirement Savings Plan vs every filed plan by assets

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

$44,384,961 Top 16% higher than 84% 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

Western Equipment, LLC Retirement Savings 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. Western Equipment, LLC Retirement Savings Plan sits mid-pack in the medium band (704 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Equipment, LLC Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Western Equipment, LLC Retirement Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Western Equipment, LLC Retirement Savings Plan reported participants rose from 691 in the plan year 2022 filing to 704 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 300134973 · Western Equipment, LLC PY 2023 · 401(k)

Western Equipment, LLC Retirement Savings Plan · $44M · 704 · 84th

  • TYPE $44M
  • TYPE 704
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Af Holding Co. & Subsidiaries Retirement Plan
  • TYPE ind #7664

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 Retail Trade retirement plans → · Plans in Oklahoma →

Western Equipment, LLC Retirement Savings Plan in the asset neighbourhood

Af Holding Co. & Subsidiaries Retirement PlanAf Holding Co. & Subsidiarie…$44MFlynn 401(k) Plan$44MTobii Dynavox Retirement Savings PlanTobii Dynavox Retirement Sav…$44MNippon Life Group 401(k) Plan$44MWestern Equipment, LLC Retirement Savings PlanWestern Equipment, LLC Retir…$44M
End-of-year total assets ($M) among Western Equipment, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN300134973
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Equipment, LLC)

Sponsor-wide plan assets over time

All Western Equipment, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 40.5404970589591% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $52.4M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 691 $37M
2023 1 704 $44M
2024 1 704 $52M

Nearby 401(k) Plans in Oklahoma

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

Western Equipment, LLC Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Western Equipment, LLC Retirement Savings Plan, Total assets ($B): 0.044384961 · Participants: 704Western Equipment, LLC Retirement Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Western Equipment, LLC Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Western Equipment, LLC Retirement Savings Plan side-by-side with 3 peers →

Western Equipment, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Af Holding Co. & Subsidiaries Retirement Plan in IL ($44M); by covered participants it is Materne North America 401(k) Retirement Plan in NY (704 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (704 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 Western Equipment, LLC Retirement Savings Plan assets move in 2023? ▼
Western Equipment, LLC Retirement Savings Plan grew sharply - up 19.0% during 2023, from $37M to $44M. Reported net income was $7M.
How have Western Equipment, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Equipment, LLC's sponsor-wide assets grew 40.5%, from $37M to $52M.
Where does Western Equipment, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Western Equipment, LLC Retirement Savings Plan ranks in the 84th 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 Western Equipment, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Af Holding Co. & Subsidiaries Retirement Plan in IL ($44M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Western Equipment, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Materne North America 401(k) Retirement Plan in NY (704 participants, $39M 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 300134973.

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.