401(k) · DOL Form 5500 · 2024

Institutional Equipment, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
41
Participants Small participant base
48th
Percentile by assets National rank
$167,535
Avg per participant Above avg balance/head
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Official DOL plan name: Institutional Equipment Inc. Retirement Plan · Sponsored by Institutional Equipment, Inc. · Illinois · Manufacturing

$7M in assets, 41 participants

Institutional Equipment, Inc.'s Institutional Equipment Inc. Retirement Plan reported $7M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,652 in Manufacturing (17,777 peers)

Institutional Equipment, Inc. multi-year trail

Institutional Equipment, Inc.'s plans moved +37.2% in assets from 2022 to 2024; this filing shows Institutional Equipment Inc. Retirement Plan at $7M / 41 participants.

#5,652
in Manufacturing (17,777 peers)
+14.1%
assets growth YoY

Institutional Equipment Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Institutional Equipment Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,868,929 48th percentile higher than 48% of 123,620 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 2024

Institutional Equipment Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institutional Equipment Inc. Retirement Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Institutional Equipment Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $851K in the plan year 2024 filing.
  • Institutional Equipment Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Institutional Equipment Inc. Retirement Plan reported participants rose from 36 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 363866393 · Institutional Equipment, Inc. PY 2024 · 401(k)

Institutional Equipment Inc. Retirement Plan · $7M · 41 · 48th

  • TYPE $7M
  • NET 41
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near Socket Mobile, Inc. 401(k) Plan
  • SCH ind #5652

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 Illinois →

Institutional Equipment Inc. Retirement Plan in the asset neighbourhood

Institutional Equipment Inc. Retirement PlanInstitutional Equipment Inc.…$7MSocket Mobile, Inc. 401(k) PlanSocket Mobile, Inc. 401(k) P…$7MChoice Financial Group, LLC 401(k) PlanChoice Financial Group, LLC …$7MSphereny 401(k) Plan$7MGuidewire, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Institutional Equipment Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Institutional Equipment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Institutional Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.20501565519618% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.01M $6.87M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 29 $5M
2023 1 36 $6M
2024 1 41 $7M

Institutional Equipment, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$851K
Employer EIN363866393
Plan Effective Date1996-09-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Institutional Equipment Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Institutional Equipment Inc. Retirement Plan, Total assets ($B): 0.006868929 · Participants: 41Institutional Equipment Inc. Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Institutional Equipment Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Institutional Equipment Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Socket Mobile, Inc. 401(k) Plan in CA ($7M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Institutional Equipment Inc. Retirement Plan assets move in 2024?
Institutional Equipment Inc. Retirement Plan grew at a solid clip - up 14.1% during 2024, from $6M to $7M. Reported net income was $851K.
How have Institutional Equipment, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Institutional Equipment, Inc.'s sponsor-wide assets grew 37.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Institutional Equipment Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Socket Mobile, Inc. 401(k) Plan in CA ($7M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Institutional Equipment Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K in assets).