401(k) · DOL Form 5500 · 2023

Associated Equipment Company, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
144
Participants Small participant base
80th
Percentile by assets National rank
$224,567
Avg per participant Above avg balance/head
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Official DOL plan name: Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan · Sponsored by Associated Equipment Company, Inc. · Texas · Manufacturing

$32M in assets, 144 participants

Associated Equipment Company, Inc.'s Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan reported $32M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,550 in Manufacturing (18,722 peers)

Coverage in Texas

Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan covers 144 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $32M.

#13,550
in Manufacturing (18,722 peers)
+3.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

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

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

$32,337,654 Top 20% higher than 80% 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

Associated Equipment Company, Inc. Profit Sharing & 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. Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan reported participants fell from 146 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203433875 · Associated Equipment Company, Inc. PY 2023 · 401(k)

Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan · $32M · 144 · 80th

  • EOY $32M
  • EOY 144
  • EOY 80th
  • EOY 401(k)
  • EOY near Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan
  • EOY ind #13550

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 Manufacturing retirement plans → · Plans in Texas →

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

Associated Equipment Company, Inc. Profit Sharing & 401(k) PlanAssociated Equipment Company…$32MWatauga Orthopaedics, PLC 401(k) Profit Sharing PlanWatauga Orthopaedics, PLC 40…$32MArden Building Companies, LLC Retirement PlanArden Building Companies, LL…$32MTep Holdings 401(k) Plan$32MInternational Education Corporation 401(k) PlanInternational Education Corp…$32M
End-of-year total assets ($M) among Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$32M
Net Income$1M
Employer EIN203433875
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Equipment Company, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$35M 13.051914853616896% vs 2022
2024 filing year
$30M$32M$34M$36M 202220232024 $31.3M $35.4M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 146 $31M
2023 1 144 $32M
2024 1 151 $35M

Nearby 401(k) Plans in Texas

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

Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.032337654 · Participants: 144Associated Equipment Company, Inc. Profit Sharing & 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan in TN ($32M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan assets move in 2023? ▼
Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan edged up modestly - up 3.3% during 2023, from $31M to $32M. Reported net income was $1M.
How have Associated Equipment Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Equipment Company, Inc.'s sponsor-wide assets grew 13.1%, from $31M to $35M.
Where does Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan ranks in the 80th 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 Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watauga Orthopaedics, PLC 401(k) Profit Sharing Plan in TN ($32M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Associated Equipment Company, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 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 203433875.

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.