401(k) · DOL Form 5500 · 2024

Surface Mount Depot, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
62
Participants Small participant base
36th
Percentile by assets National rank
$57,048
Avg per participant Low balance/head
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Official DOL plan name: Ted Davis Enterprises 401(k) Retirement Plan · Sponsored by Surface Mount Depot, Inc. · Oklahoma · Manufacturing

$4M in assets, 62 participants

Surface Mount Depot, Inc.'s Ted Davis Enterprises 401(k) Retirement Plan reported $4M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,501 in Manufacturing (17,777 peers)

Surface Mount Depot, Inc. multi-year trail

Surface Mount Depot, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Ted Davis Enterprises 401(k) Retirement Plan at $4M / 62 participants.

#3,501
in Manufacturing (17,777 peers)
+8.3%
assets growth YoY

Ted Davis Enterprises 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Ted Davis Enterprises 401(k) Retirement Plan vs every filed plan by assets

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

$3,537,000 36th percentile higher than 36% 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

Ted Davis Enterprises 401(k) 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. Ted Davis Enterprises 401(k) Retirement Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ted Davis Enterprises 401(k) Retirement Plan reported net income fell from $445K in the plan year 2023 filing to $270K in the plan year 2024 filing.
  • Ted Davis Enterprises 401(k) Retirement Plan reported participants rose from 56 in the plan year 2023 filing to 62 in the plan year 2024 filing.
  • Ted Davis Enterprises 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 731324643 · Surface Mount Depot, Inc. PY 2024 · 401(k)

Ted Davis Enterprises 401(k) Retirement Plan · $4M · 62 · 36th

  • EOY $4M
  • 5500 62
  • ASSETS 36th
  • PCT 401(k)
  • EIN near Petfolk 401(k) Plan
  • RANK ind #3501

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 Oklahoma →

Ted Davis Enterprises 401(k) Retirement Plan in the asset neighbourhood

Ted Davis Enterprises 401(k) Retirement PlanTed Davis Enterprises 401(k)…$4MPetfolk 401(k) Plan$4MHill Valley 401(k) Plan$4MPacific Unlimited, Inc. 401(k) Profit Sharing PlanPacific Unlimited, Inc. 401(…$4MAthena Services International Retirement PlanAthena Services Internationa…$4M
End-of-year total assets ($M) among Ted Davis Enterprises 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Surface Mount Depot, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Surface Mount Depot, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.351121355620815% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.82M $3.54M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 50 $3M
2023 1 56 $3M
2024 1 62 $4M

Surface Mount Depot, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$270K
Employer EIN731324643
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Ted Davis Enterprises 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Ted Davis Enterprises 401(k) Retirement Plan, Total assets ($B): 0.003537 · Participants: 62Ted Davis Enterprises 401(k) Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Ted Davis Enterprises 401(k) Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Ted Davis Enterprises 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Petfolk 401(k) Plan in NC ($4M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Ted Davis Enterprises 401(k) Retirement Plan assets move in 2024?
Ted Davis Enterprises 401(k) Retirement Plan grew at a solid clip - up 8.3% during 2024, from $3M to $4M. Reported net income was $270K.
How have Surface Mount Depot, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Surface Mount Depot, Inc.'s sponsor-wide assets grew 25.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Ted Davis Enterprises 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Petfolk 401(k) Plan in NC ($4M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Ted Davis Enterprises 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants, $2M in assets).