Profit Sharing · DOL Form 5500 · 2024

Utilities Equipment & Supply Co Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
30th
Percentile by assets National rank
$257,896
Avg per participant Above avg balance/head
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Official DOL plan name: Utilities Equipment & Supply Company Profit Sharing Plan & Trust · Sponsored by Utilities Equipment & Supply Co · Ohio · Construction

$2M in assets, 8 participants

Utilities Equipment & Supply Co's Utilities Equipment & Supply Company Profit Sharing Plan & Trust reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,550 in Construction (9,039 peers)

Utilities Equipment & Supply Co multi-year trail

Utilities Equipment & Supply Co's plans moved +34.1% in assets from 2022 to 2024; this filing shows Utilities Equipment & Supply Company Profit Sharing Plan & Trust at $2M / 8 participants.

#2,550
in Construction (9,039 peers)
+11.2%
assets growth YoY

Utilities Equipment & Supply Company Profit Sharing Plan & Trust among the smaller filed plans by assets

Utilities Equipment & Supply Company Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,063,166 30th percentile higher than 30% 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

Utilities Equipment & Supply Company Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utilities Equipment & Supply Company Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utilities Equipment & Supply Company Profit Sharing Plan & Trust reported net income fell from $316K in the plan year 2023 filing to $209K in the plan year 2024 filing.
  • Utilities Equipment & Supply Company Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340761001 · Utilities Equipment & Supply Co PY 2024 · Profit Sharing

Utilities Equipment & Supply Company Profit Sharing Plan & Trust · $2M · 8 · 30th

  • EIN $2M
  • RANK 8
  • PHOTO 30th
  • IND Profit Sharing
  • EOY near Antonio J. Sifre Sein Retirement Plan
  • 5500 ind #2550

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 Construction retirement plans → · Plans in Ohio →

Utilities Equipment & Supply Company Profit Sharing Plan & Trust in the asset neighbourhood

Utilities Equipment & Supply Company Profit Sharing Plan & TrustUtilities Equipment & Supply…$2MAntonio J. Sifre Sein Retirement PlanAntonio J. Sifre Sein Retire…$2MDees-Hennessey, Inc. Profit Sharing Plan and TrustDees-Hennessey, Inc. Profit …$2MJimmy H. Kemp, Jr. Profit Sharing PlanJimmy H. Kemp, Jr. Profit Sh…$2MPaul G. Wilke, Dds Profit Sharing PlanPaul G. Wilke, Dds Profit Sh…$2M
End-of-year total assets ($M) among Utilities Equipment & Supply Company Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Utilities Equipment & Supply Co multi-year asset trail

Sponsor-wide plan assets over time

All Utilities Equipment & Supply Co plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.06880041796468% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.54M $2.06M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 8 $2M
2024 1 8 $2M

Utilities Equipment & Supply Co filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$209K
Employer EIN340761001
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Utilities Equipment & Supply Company Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Utilities Equipment & Supply Company Profit Sharing Plan & Trust, Total assets ($B): 0.002063166 · Participants: 8Utilities Equipment & Supply Company Profit Sharing Plan & TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Utilities Equipment & Supply Company Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Utilities Equipment & Supply Company Profit Sharing Plan & Trust side-by-side with 3 peers →

Utilities Equipment & Supply Company Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Antonio J. Sifre Sein Retirement Plan in PR ($2M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Utilities Equipment & Supply Company Profit Sharing Plan & Trust assets move in 2024? ▼
Utilities Equipment & Supply Company Profit Sharing Plan & Trust grew at a solid clip - up 11.2% during 2024, from $2M to $2M. Reported net income was $209K.
How have Utilities Equipment & Supply Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utilities Equipment & Supply Co's sponsor-wide assets grew 34.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Utilities Equipment & Supply Company Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Antonio J. Sifre Sein Retirement Plan in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Utilities Equipment & Supply Company Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A 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 340761001.

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.