401(k) · DOL Form 5500 · 2023

P & K Equipment, Inc 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
696
Participants Below avg headcount
83rd
Percentile by assets National rank
$57,303
Avg per participant Low balance/head
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Official DOL plan name: P & K 401(k) Plan · Sponsored by P & K Equipment, Inc · Oklahoma · Wholesale Trade

$40M in assets, 696 participants

P & K Equipment, Inc's P & K 401(k) Plan reported $40M in total assets and 696 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,261 in Wholesale Trade (6,309 peers)

Where P & K 401(k) Plan sits by assets

P & K 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 696 participants (~$57,303/participant), up 22.0% in 2023.

#5,261
in Wholesale Trade (6,309 peers)
+22.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

P & K 401(k) Plan's outsized position by total assets

P & K 401(k) Plan vs every filed plan by assets

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

$39,882,545 Top 17% higher than 83% 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

P & K 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. P & K 401(k) Plan sits mid-pack in the medium band (696 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P & K 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • P & K 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • P & K 401(k) Plan reported participants rose from 664 in the plan year 2022 filing to 696 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731259841 · P & K Equipment, Inc PY 2023 · 401(k)

P & K 401(k) Plan · $40M · 696 · 83rd

  • EIN $40M
  • RANK 696
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Lochmueller Group, Inc. 401(k) Savings Plan
  • 5500 ind #5261

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 Oklahoma →

P & K 401(k) Plan in the asset neighbourhood

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.Profit Sharing and Retiremen…$40MP & K 401(k) Plan$40MLochmueller Group, Inc. 401(k) Savings PlanLochmueller Group, Inc. 401(…$40MSchutz Container Systems, Inc. Employee's 401(k) Retirement PlanSchutz Container Systems, In…$40MGelber Group 401(k) Plan$40M
End-of-year total assets ($M) among P & K 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN731259841
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P & K Equipment, Inc)

Sponsor-wide plan assets over time

All P & K Equipment, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$45M 38.63248065659404% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.7M $45.3M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 664 $33M
2023 1 696 $40M
2024 1 714 $45M

Nearby 401(k) Plans in Oklahoma

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

P & K 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants P & K 401(k) Plan, Total assets ($B): 0.039882545 · Participants: 696P & K 401(k) 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
P & K 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare P & K 401(k) Plan side-by-side with 3 peers →

P & K 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Lochmueller Group, Inc. 401(k) Savings Plan in IN ($40M); by covered participants it is Alegeus Technologies LLC 401(k) Plan in MA (696 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (696 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 P & K 401(k) Plan assets move in 2023? ▼
P & K 401(k) Plan grew sharply - up 22.0% during 2023, from $33M to $40M. Reported net income was $7M.
How have P & K Equipment, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P & K Equipment, Inc's sponsor-wide assets grew 38.6%, from $33M to $45M.
Where does P & K 401(k) Plan rank by assets among Form 5500 filers? ▼
P & K 401(k) Plan ranks in the 83rd 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 P & K 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lochmueller Group, Inc. 401(k) Savings Plan in IN ($40M, 284 participants).
Which 401(k) plans cover a similar participant headcount to P & K 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alegeus Technologies LLC 401(k) Plan in MA (696 participants, $49M 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 731259841.

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.