401(k) · DOL Form 5500 · 2023

Theisen Supply, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
984
Participants Near avg headcount
70th
Percentile by assets National rank
$17,583
Avg per participant Low balance/head
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Official DOL plan name: Theisen's Associates 401(k) Plan · Sponsored by Theisen Supply, Inc. · Iowa · Retail Trade

$17M in assets, 984 participants

Theisen Supply, Inc.'s Theisen's Associates 401(k) Plan reported $17M in total assets and 984 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.

  • #6,782 in Retail Trade (8,414 peers)

Theisen Supply, Inc. multi-year trail

Theisen Supply, Inc.'s plans moved +20.8% in assets from 2022 to 2024; this filing shows Theisen's Associates 401(k) Plan at $17M / 984 participants.

#6,782
in Retail Trade (8,414 peers)
+16.5%
assets growth YoY

Theisen's Associates 401(k) Plan's outsized position by total assets

Theisen's Associates 401(k) Plan vs every filed plan by assets

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

$17,301,847 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

Theisen's Associates 401(k) 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. Theisen's Associates 401(k) Plan sits mid-pack in the medium band (984 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Theisen's Associates 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Theisen's Associates 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Theisen's Associates 401(k) Plan reported participants rose from 914 in the plan year 2022 filing to 984 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421286174 · Theisen Supply, Inc. PY 2023 · 401(k)

Theisen's Associates 401(k) Plan · $17M · 984 · 70th

  • PHOTO $17M
  • PHOTO 984
  • PHOTO 70th
  • PHOTO 401(k)
  • PHOTO near Carolina Home Medical, Inc. Profit Sharing Plan and Trust
  • PHOTO ind #6782

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 Iowa →

Theisen's Associates 401(k) Plan in the asset neighbourhood

Theisen's Associates 401(k) PlanTheisen's Associates 401(k) …$17MCarolina Home Medical, Inc. Profit Sharing Plan and TrustCarolina Home Medical, Inc. …$17MKenda Group Company 401(k) Retirement PlanKenda Group Company 401(k) R…$17MReli Group 401(k) Profit Sharing Plan and TrustReli Group 401(k) Profit Sha…$17MJoe's Stone Crabs, Inc. 401(k) PlanJoe's Stone Crabs, Inc. 401(…$17M
End-of-year total assets ($M) among Theisen's Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Theisen Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Theisen Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 20.777573438445216% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $14.9M $17.9M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 914 $15M
2023 1 984 $17M
2024 1 978 $18M

Theisen Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN421286174
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Theisen's Associates 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Theisen's Associates 401(k) Plan, Total assets ($B): 0.017301847 · Participants: 984Theisen's Associates 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Theisen's Associates 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Theisen's Associates 401(k) Plan side-by-side with 3 peers →

Theisen's Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Carolina Home Medical, Inc. Profit Sharing Plan and Trust in NC ($17M); by covered participants it is Hard Rock Sacramento Retirement Plan in CA (984 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (984 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 Theisen's Associates 401(k) Plan assets move in 2023? ▼
Theisen's Associates 401(k) Plan grew sharply - up 16.5% during 2023, from $15M to $17M. Reported net income was $2M.
How have Theisen Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Theisen Supply, Inc.'s sponsor-wide assets grew 20.8%, from $15M to $18M.
Which 401(k) plans are similar in size to Theisen's Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carolina Home Medical, Inc. Profit Sharing Plan and Trust in NC ($17M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Theisen's Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hard Rock Sacramento Retirement Plan in CA (984 participants, $15M 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 421286174.

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.