401(k) · DOL Form 5500 · 2024

Heat Transfer Equipment Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
122
Participants Small participant base
63rd
Percentile by assets National rank
$112,409
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heat Transfer Equipment Company Savings Plan · Sponsored by Heat Transfer Equipment Company · Oklahoma · Manufacturing

$14M in assets, 122 participants

Heat Transfer Equipment Company's Heat Transfer Equipment Company Savings Plan reported $14M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #8,877 in Manufacturing (17,777 peers)

Coverage in Oklahoma

Heat Transfer Equipment Company Savings Plan covers 122 participants in Oklahoma, about 16% of the average Oklahoma filer (state average ~760 per filing). Assets: $14M.

#8,877
in Manufacturing (17,777 peers)
+10.8%
assets growth YoY

Heat Transfer Equipment Company Savings Plan's mid-pack asset rank among Manufacturing and all filers

Heat Transfer Equipment Company Savings Plan vs every filed plan by assets

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

$13,713,854 Top 37% higher than 63% 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

Heat Transfer Equipment Company Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heat Transfer Equipment Company Savings Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heat Transfer Equipment Company Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Heat Transfer Equipment Company Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 730961266 · Heat Transfer Equipment Company PY 2024 · 401(k)

Heat Transfer Equipment Company Savings Plan · $14M · 122 · 63rd

  • VS-ST $14M
  • BOY 122
  • SCH 63rd
  • EBSA 401(k)
  • PART near Orlans P.C. 401(k) Plan
  • TYPE ind #8877

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 →

Heat Transfer Equipment Company Savings Plan in the asset neighbourhood

Heat Transfer Equipment Company Savings PlanHeat Transfer Equipment Comp…$14MOrlans P.C. 401(k) Plan$14MLandmark Health Solutions Savings PlanLandmark Health Solutions Sa…$14MCaremax, Inc. 401(k) Plan$14MCf Foundation, Inc. Salary Deferral PlanCf Foundation, Inc. Salary D…$14M
End-of-year total assets ($M) among Heat Transfer Equipment Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN730961266
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heat Transfer Equipment Company)

Sponsor-wide plan assets over time

All Heat Transfer Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$14M 30.115849311452685% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $10.5M $13.7M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 105 $11M
2023 1 123 $12M
2024 1 122 $14M

Nearby 401(k) Plans in Oklahoma

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

Heat Transfer Equipment Company Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Heat Transfer Equipment Company Savings Plan, Total assets ($B): 0.013713854 · Participants: 122Heat Transfer Equipment Company Savings 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
Heat Transfer Equipment Company Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Heat Transfer Equipment Company Savings Plan side-by-side with 3 peers →

Heat Transfer Equipment Company Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Orlans P.C. 401(k) Plan in MI ($14M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Heat Transfer Equipment Company Savings Plan assets move in 2024? ▼
Heat Transfer Equipment Company Savings Plan grew at a solid clip - up 10.8% during 2024, from $12M to $14M. Reported net income was $1M.
How have Heat Transfer Equipment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat Transfer Equipment Company's sponsor-wide assets grew 30.1%, from $11M to $14M.
Which 401(k) plans are similar in size to Heat Transfer Equipment Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orlans P.C. 401(k) Plan in MI ($14M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Heat Transfer Equipment Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730961266.

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.