401(k) · DOL Form 5500 · 2023
Association of Equipment Manufacturers 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $127,271
- Avg per participant Near avg balance/head
Official DOL plan name: Association of Equipment Manufacturers 401(k) Plan-a · Sponsored by Association of Equipment Manufacturers · Wisconsin · Other Services
$12M in assets, 95 participants
Association of Equipment Manufacturers's Association of Equipment Manufacturers 401(k) Plan-a reported $12M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #6,209 in Other Services (7,857 peers)
2023 asset change
Association of Equipment Manufacturers 401(k) Plan-a grew at a solid clip 10.4% in 2023 ($11M → $12M) for 95 participants.
- #6,209
- in Other Services (7,857 peers)
- +10.4%
- assets growth YoY
Association of Equipment Manufacturers 401(k) Plan-a's mid-pack asset rank among Other Services and all filers
Association of Equipment Manufacturers 401(k) Plan-a vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,090,786 Top 37% higher than 63% 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
Association of Equipment Manufacturers 401(k) Plan-a among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Association of Equipment Manufacturers 401(k) Plan-a is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Association of Equipment Manufacturers 401(k) Plan-a reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Association of Equipment Manufacturers 401(k) Plan-a end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Association of Equipment Manufacturers 401(k) Plan-a reported participants fell from 99 in the plan year 2022 filing to 95 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311796607 · Association of Equipment Manufacturers PY 2023 · 401(k)
Association of Equipment Manufacturers 401(k) Plan-a · $12M · 95 · 63rd
- SCH $12M
- EBSA 95
- PART 63rd
- TYPE 401(k)
- NET near Edmunds Govtech, Inc. 401(k) Plan
- BOOK ind #6209
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 Other Services retirement plans → · Plans in Wisconsin →
Association of Equipment Manufacturers 401(k) Plan-a in the asset neighbourhood
Association of Equipment Manufacturers years around the 2023 move
Sponsor-wide plan assets over time
All Association of Equipment Manufacturers plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 8.053681091090551% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 191 | $31M |
| 2023 | 2 | 172 | $21M |
| 2024 | 2 | 158 | $28M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 311796607 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Association of Equipment Manufacturers 401(k) Plan-a's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Edmunds Govtech, Inc. 401(k) Plan in NJ ($12M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Edmunds Govtech, Inc. 401(k) Plan (NJ) $12M · 166
- Houck Services, Inc. Salary Savings Plan (PA) $12M · 261
- Haven Behavioral Healthcare Inc. 401(k) Plan (TN) $12M · 1,099
- Reece Supply Company Profit Sharing Plan and Trust (TX) $12M · 184
Similar participant headcount
Nearest other-state filings by covered participants (95 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.