401(k) · DOL Form 5500 · 2023

American Equipment Hr, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,217
Participants Near avg headcount
83rd
Percentile by assets National rank
$32,972
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Equipment Hr, LLC 401(k) Plan · Sponsored by American Equipment Hr, LLC · Utah · Wholesale Trade

$40M in assets, 1,217 participants

American Equipment Hr, LLC's American Equipment Hr, LLC 401(k) Plan reported $40M in total assets and 1,217 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.

  • #5,268 in Wholesale Trade (6,309 peers)

Coverage in Utah

American Equipment Hr, LLC 401(k) Plan covers 1,217 participants in Utah, 2.1x the typical Utah plan (state average ~592 per filing). Assets: $40M.

#5,268
in Wholesale Trade (6,309 peers)
+446.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

American Equipment Hr, LLC 401(k) Plan's outsized position by total assets

American Equipment Hr, LLC 401(k) Plan vs every filed plan by assets

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

$40,127,168 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

American Equipment Hr, LLC 401(k) 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. American Equipment Hr, LLC 401(k) Plan lands in the large band (1,217 participants).

DOL schedule card

Filing strip 883927589 · American Equipment Hr, LLC PY 2023 · 401(k)

American Equipment Hr, LLC 401(k) Plan · $40M · 1,217 · 83rd

  • NET $40M
  • BOOK 1,217
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near Iovino Enterprises, LLC 401(k) Plan
  • EBSA ind #5268

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 Utah →

American Equipment Hr, LLC 401(k) Plan in the asset neighbourhood

American Equipment Hr, LLC 401(k) PlanAmerican Equipment Hr, LLC 4…$40MIovino Enterprises, LLC 401(k) PlanIovino Enterprises, LLC 401(…$40MAdvantage Capital 401(k) Plan$40MThe De Moya Group, Inc. Profit Sharing Plan & TrustThe De Moya Group, Inc. Prof…$40MSk Life Science, Inc. 401(k) Profit Sharing Plan & TrustSk Life Science, Inc. 401(k)…$40M
End-of-year total assets ($M) among American Equipment Hr, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN883927589
Plan Effective Date2022-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Equipment Hr, LLC)

Sponsor-wide plan assets over time

All American Equipment Hr, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 18.505340322048145% vs 2023
2024 filing year
$35M$40M$45M$50M 20232024 $40.1M $47.6M ▲ +18.5%
Year Plans Participants Total Assets
2023 1 1,217 $40M
2024 1 763 $48M

Nearby 401(k) Plans in Utah

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

American Equipment Hr, LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants American Equipment Hr, LLC 401(k) Plan, Total assets ($B): 0.040127168 · Participants: 1217American Equipment Hr, LLC 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
American Equipment Hr, LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare American Equipment Hr, LLC 401(k) Plan side-by-side with 3 peers →

American Equipment Hr, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Iovino Enterprises, LLC 401(k) Plan in NY ($40M); by covered participants it is Planet Home Lending, LLC Profit Sharing Plan & Trust in FL (1,217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,217 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 American Equipment Hr, LLC 401(k) Plan assets move in 2023? ▼
American Equipment Hr, LLC 401(k) Plan surged - up 446.3% during 2023, from $7M to $40M. Reported net income was $4M.
How have American Equipment Hr, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), American Equipment Hr, LLC's sponsor-wide assets grew 18.5%, from $40M to $48M.
Where does American Equipment Hr, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
American Equipment Hr, LLC 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 American Equipment Hr, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iovino Enterprises, LLC 401(k) Plan in NY ($40M, 363 participants).
Which 401(k) plans cover a similar participant headcount to American Equipment Hr, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Planet Home Lending, LLC Profit Sharing Plan & Trust in FL (1,217 participants, $47M 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 883927589.

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.