401(k) · DOL Form 5500 · 2024

J.M. Equipment Company, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
157
Participants Small participant base
67th
Percentile by assets National rank
$106,705
Avg per participant Below avg balance/head
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Official DOL plan name: J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan · Sponsored by J.M. Equipment Company, Inc. · California · Wholesale Trade

$17M in assets, 157 participants

J.M. Equipment Company, Inc.'s J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan reported $17M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,698 in Wholesale Trade (6,080 peers)

Coverage in California

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan covers 157 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $17M.

#3,698
in Wholesale Trade (6,080 peers)
+3.7%
assets growth YoY

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan's outsized position by total assets

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan vs every filed plan by assets

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

$16,752,760 Top 33% higher than 67% 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

J.M. Equipment Company, Inc., Profit Sharing 401(k) 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. J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $592K in the plan year 2024 filing.
  • J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 940693960 · J.M. Equipment Company, Inc. PY 2024 · 401(k)

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan · $17M · 157 · 67th

  • TYPE $17M
  • TYPE 157
  • TYPE 67th
  • TYPE 401(k)
  • TYPE near Bench Craft Company 401(k) Plan
  • TYPE ind #3698

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 Wholesale Trade retirement plans → · Plans in California →

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan in the asset neighbourhood

J.M. Equipment Company, Inc., Profit Sharing 401(k) PlanJ.M. Equipment Company, Inc.…$17MBench Craft Company 401(k) PlanBench Craft Company 401(k) P…$17MTribe513, PA 401(k) Retirement PlanTribe513, PA 401(k) Retireme…$17MHilltop Basic Resources, Inc. 401(k) Retirement Savings PlanHilltop Basic Resources, Inc…$17MRoland Foods, LLC Retirement Benefit PlanRoland Foods, LLC Retirement…$17M
End-of-year total assets ($M) among J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$592K
Employer EIN940693960
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.M. Equipment Company, Inc.)

Sponsor-wide plan assets over time

All J.M. Equipment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 11.680696228754247% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $15M $16.8M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 172 $15M
2023 1 158 $16M
2024 1 157 $17M

Nearby 401(k) Plans in California

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

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan, Total assets ($B): 0.01675276 · Participants: 157J.M. Equipment Company, Inc., Profit Sharing 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan side-by-side with 3 peers →

J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bench Craft Company 401(k) Plan in OR ($17M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan assets move in 2024? ▼
J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan edged up modestly - up 3.7% during 2024, from $16M to $17M. Reported net income was $592K.
How have J.M. Equipment Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.M. Equipment Company, Inc.'s sponsor-wide assets grew 11.7%, from $15M to $17M.
Which 401(k) plans are similar in size to J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bench Craft Company 401(k) Plan in OR ($17M, 180 participants).
Which 401(k) plans cover a similar participant headcount to J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 940693960.

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.