401(k) · DOL Form 5500 · 2023
Warren Equipment Company 401(k) Plan
Data updated 2026-08-25
- $208M
- Total assets Near avg plan size
- 1,905
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $109,133
- Avg per participant Below avg balance/head
Official DOL plan name: Warren Equipment Company 401(k) Retirement and Savings Plan · Sponsored by Warren Equipment Company · Texas · Management of Enterprises
$208M in assets, 1,905 participants
Warren Equipment Company's Warren Equipment Company 401(k) Retirement and Savings Plan reported $208M in total assets and 1,905 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #947 in Management of Enterprises (1,137 peers)
Coverage in Texas
Warren Equipment Company 401(k) Retirement and Savings Plan covers 1,905 participants in Texas, 2.8x the typical Texas plan (state average ~688 per filing). Assets: $208M.
- #947
- in Management of Enterprises (1,137 peers)
- +22.5%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Warren Equipment Company 401(k) Retirement and Savings Plan's outsized position by total assets
Warren Equipment Company 401(k) Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$207,899,105 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Warren Equipment Company 401(k) Retirement and Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warren Equipment Company 401(k) Retirement and Savings Plan lands in the large band (1,905 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Warren Equipment Company 401(k) Retirement and Savings Plan reported net income rose from -$30M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Warren Equipment Company 401(k) Retirement and Savings Plan end-of-year assets rose from $170M in the plan year 2022 filing to $208M in the plan year 2023 filing.
- Warren Equipment Company 401(k) Retirement and Savings Plan reported participants rose from 1,619 in the plan year 2022 filing to 1,905 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 752351267 · Warren Equipment Company PY 2023 · 401(k)
Warren Equipment Company 401(k) Retirement and Savings Plan · $208M · 1,905 · 95th
- PART $208M
- TYPE 1,905
- NET 95th
- BOOK 401(k)
- VS-ST near Sew-Eurodrive, Inc. Profit Sharing/ 401(k) Retirement Plan
- BOY ind #947
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 Management of Enterprises retirement plans → · Plans in Texas →
Warren Equipment Company 401(k) Retirement and Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $208M |
| Net Income | $38M |
| Employer EIN | 752351267 |
| Plan Effective Date | 1980-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Warren Equipment Company)
Sponsor-wide plan assets over time
All Warren Equipment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $239M 40.6430173531624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,619 | $170M |
| 2023 | 1 | 1,905 | $208M |
| 2024 | 1 | 2,280 | $239M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Warren Equipment Company 401(k) Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sew-Eurodrive, Inc. Profit Sharing/ 401(k) Retirement Plan in SC ($208M); by covered participants it is New Enterprise Stone & Lime Co., Inc. 401(k) Savings and Retirement Plan in PA (1,905 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($208M here).
- Sew-Eurodrive, Inc. Profit Sharing/ 401(k) Retirement Plan (SC) $208M · 961
- Filtration Group 401(k) Retirement Savings Plan (IL) $208M · 2,908
- Niagara Water Retirement Plan (CA) $208M · 6,772
- Hilmar Cheese Company Profit Sharing 401(k) Plan (CA) $208M · 1,518
Similar participant headcount
Nearest other-state filings by covered participants (1,905 participants); asset peers above are excluded.
- New Enterprise Stone & Lime Co., Inc. 401(k) Savings and Retirement Plan (PA) 1,905 · 0 off
- C&d Technologies Savings Plan (PA) 1,904 · 1 off
- Carecentrix, Inc. Retirement Savings Plan (CT) 1,906 · 1 off
- Personal Healthcare Management, LLC 401(k) Plan (NY) 1,904 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.