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
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
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.
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
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
| 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 EIN | 731324643 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
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).
- Petfolk 401(k) Plan (NC) $4M · 197
- Hill Valley 401(k) Plan (NY) $4M · 753
- Pacific Unlimited, Inc. 401(k) Profit Sharing Plan (GU) $4M · 88
- Athena Services International Retirement Plan (MD) $4M · 154
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.