401(k) · DOL Form 5500 · 2023

Road Machinery & Supplies, Co. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
349
Participants Below avg headcount
80th
Percentile by assets National rank
$88,082
Avg per participant Below avg balance/head
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Official DOL plan name: Rms 401(k) Plan & Trust · Sponsored by Road Machinery & Supplies, Co. · Minnesota · Other Services

$31M in assets, 349 participants

Road Machinery & Supplies, Co.'s Rms 401(k) Plan & Trust reported $31M in total assets and 349 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.

  • #7,049 in Other Services (7,857 peers)

Coverage in Minnesota

Rms 401(k) Plan & Trust covers 349 participants in Minnesota, about 31% of the average Minnesota filer (state average ~1,126 per filing). Assets: $31M.

#7,049
in Other Services (7,857 peers)
+6.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rms 401(k) Plan & Trust's outsized position by total assets

Rms 401(k) Plan & Trust vs every filed plan by assets

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

$30,740,560 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

Rms 401(k) Plan & Trust 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. Rms 401(k) Plan & Trust sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rms 401(k) Plan & Trust reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rms 401(k) Plan & Trust end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Rms 401(k) Plan & Trust reported participants rose from 344 in the plan year 2022 filing to 349 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410771349 · Road Machinery & Supplies, Co. PY 2023 · 401(k)

Rms 401(k) Plan & Trust · $31M · 349 · 80th

  • SCH $31M
  • EBSA 349
  • PART 80th
  • TYPE 401(k)
  • NET near Spri Ltd. 401(k) Plan
  • BOOK ind #7049

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 Minnesota →

Rms 401(k) Plan & Trust in the asset neighbourhood

Rms 401(k) Plan & Trust$31MSpri Ltd. 401(k) Plan$31MEastern Industrial Automation 401(k) Retirement PlanEastern Industrial Automatio…$31MSdi Presence LLC 401(k) Plan$31MThe Home Depot Futurebuilder for Puerto RicoThe Home Depot Futurebuilder…$31M
End-of-year total assets ($M) among Rms 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN410771349
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Road Machinery & Supplies, Co.)

Sponsor-wide plan assets over time

All Road Machinery & Supplies, Co. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 7.00612903895694% vs 2022
2024 filing year
$28M$29M$30M$31M$32M 202220232024 $28.8M $30.8M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 344 $29M
2023 1 349 $31M
2024 1 358 $31M

Nearby 401(k) Plans in Minnesota

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

Rms 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Rms 401(k) Plan & Trust, Total assets ($B): 0.03074056 · Participants: 349Rms 401(k) Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Rms 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants

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

Outside Minnesota, the nearest 401(k) by assets is Spri Ltd. 401(k) Plan in IL ($31M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Rms 401(k) Plan & Trust assets move in 2023?
Rms 401(k) Plan & Trust grew at a solid clip - up 6.8% during 2023, from $29M to $31M. Reported net income was $2M.
How have Road Machinery & Supplies, Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Road Machinery & Supplies, Co.'s sponsor-wide assets grew 7.0%, from $29M to $31M.
Where does Rms 401(k) Plan & Trust rank by assets among Form 5500 filers?
Rms 401(k) Plan & Trust 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 Rms 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Spri Ltd. 401(k) Plan in IL ($31M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Rms 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Csc Investments, LLC 401(k) Plan in TN (349 participants, N/A in assets).