401(k) · DOL Form 5500 · 2023

Heavy Machines, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
168
Participants Small participant base
70th
Percentile by assets National rank
$101,098
Avg per participant Below avg balance/head
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Official DOL plan name: Heavy Machines, LLC 401(k) Profit Sharing Plan · Sponsored by Heavy Machines, LLC · Tennessee · Wholesale Trade

$17M in assets, 168 participants

Heavy Machines, LLC's Heavy Machines, LLC 401(k) Profit Sharing Plan reported $17M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,129 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Heavy Machines, LLC 401(k) Profit Sharing Plan covers 168 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $17M.

#4,129
in Wholesale Trade (6,309 peers)
+27.3%
assets growth YoY

Heavy Machines, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Heavy Machines, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,984,397 Top 30% higher than 70% 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

Heavy Machines, LLC 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. Heavy Machines, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heavy Machines, LLC 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Heavy Machines, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Heavy Machines, LLC 401(k) Profit Sharing Plan reported participants rose from 155 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620850651 · Heavy Machines, LLC PY 2023 · 401(k)

Heavy Machines, LLC 401(k) Profit Sharing Plan · $17M · 168 · 70th

  • ASSETS $17M
  • PCT 168
  • EIN 70th
  • RANK 401(k)
  • PHOTO near Vocon 401(k) Retirement Savings Plan
  • IND ind #4129

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 Tennessee →

Heavy Machines, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Domino Data Lab 401(k) Plan$17MHeavy Machines, LLC 401(k) Profit Sharing PlanHeavy Machines, LLC 401(k) P…$17MVocon 401(k) Retirement Savings PlanVocon 401(k) Retirement Savi…$17MWeland Entities 401(k) Plan$17MPerinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and TrustPerinatal Associates of New …$17M
End-of-year total assets ($M) among Heavy Machines, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN620850651
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heavy Machines, LLC)

Sponsor-wide plan assets over time

All Heavy Machines, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 167.33521848745355% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $13.3M $35.7M ▲ +167.3%
Year Plans Participants Total Assets
2022 1 155 $13M
2023 1 168 $17M
2024 2 328 $36M

Nearby 401(k) Plans in Tennessee

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

Heavy Machines, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Heavy Machines, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.016984397 · Participants: 168Heavy Machines, LLC 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Heavy Machines, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Heavy Machines, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heavy Machines, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Vocon 401(k) Retirement Savings Plan in OH ($17M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Heavy Machines, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Heavy Machines, LLC 401(k) Profit Sharing Plan grew sharply - up 27.3% during 2023, from $13M to $17M. Reported net income was $4M.
How have Heavy Machines, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heavy Machines, LLC's sponsor-wide assets grew 167.3%, from $13M to $36M.
Which 401(k) plans are similar in size to Heavy Machines, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vocon 401(k) Retirement Savings Plan in OH ($17M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Heavy Machines, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 620850651.

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.