401(k) · DOL Form 5500 · 2024

Western Equipment, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
704
Participants Below avg headcount
85th
Percentile by assets National rank
$74,451
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Equipment, LLC Retirement Savings Plan · Sponsored by Western Equipment, LLC · Oklahoma · Retail Trade

$52M in assets, 704 participants

Western Equipment, LLC's Western Equipment, LLC Retirement Savings Plan reported $52M in total assets and 704 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,351 in Retail Trade (8,048 peers)

Where Western Equipment, LLC Retirement Savings Plan sits by assets

Western Equipment, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $52M for 704 participants (~$74,451/participant), up 18.1% in 2024.

#7,351
in Retail Trade (8,048 peers)
+18.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Western Equipment, LLC Retirement Savings Plan's outsized position by total assets

Western Equipment, LLC Retirement Savings Plan vs every filed plan by assets

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

$52,413,804 Top 15% higher than 85% 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

Western Equipment, LLC Retirement 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. Western Equipment, LLC Retirement Savings Plan sits mid-pack in the medium band (704 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Equipment, LLC Retirement Savings Plan end-of-year assets rose from $44M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Western Equipment, LLC Retirement Savings Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 300134973 · Western Equipment, LLC PY 2024 · 401(k)

Western Equipment, LLC Retirement Savings Plan · $52M · 704 · 85th

  • VS-ST $52M
  • VS-ST 704
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Revision Energy Inc. Employee Stock Ownership 401(k) Plan
  • VS-ST ind #7351

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 Retail Trade retirement plans → · Plans in Oklahoma →

Western Equipment, LLC Retirement Savings Plan in the asset neighbourhood

Rwa Wealth Partners, LLC 401(k) PlanRwa Wealth Partners, LLC 401…$52MUnited Electric Supply Co., Inc. 401(k) PlanUnited Electric Supply Co., …$52MMission Support and Test Services LLC (Msts) Represented Employee 401(k) PlanMission Support and Test Ser…$52MWestern Equipment, LLC Retirement Savings PlanWestern Equipment, LLC Retir…$52MRevision Energy Inc. Employee Stock Ownership 401(k) PlanRevision Energy Inc. Employe…$52M
End-of-year total assets ($M) among Western Equipment, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$52M
Net Income$8M
Employer EIN300134973
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Equipment, LLC)

Sponsor-wide plan assets over time

All Western Equipment, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 40.5404970589591% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $52.4M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 691 $37M
2023 1 704 $44M
2024 1 704 $52M

Nearby 401(k) Plans in Oklahoma

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

Western Equipment, LLC Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants Western Equipment, LLC Retirement Savings Plan, Total assets ($B): 0.052413804 · Participants: 704Western Equipment, LLC Retirement 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
Western Equipment, LLC Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Western Equipment, LLC Retirement Savings Plan side-by-side with 3 peers →

Western Equipment, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Revision Energy Inc. Employee Stock Ownership 401(k) Plan in ME ($52M); by covered participants it is Zimmerman Associates, Inc. 401(k) Savings Plan in VA (704 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (704 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 Western Equipment, LLC Retirement Savings Plan assets move in 2024? ▼
Western Equipment, LLC Retirement Savings Plan grew sharply - up 18.1% during 2024, from $44M to $52M. Reported net income was $8M.
How have Western Equipment, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Equipment, LLC's sponsor-wide assets grew 40.5%, from $37M to $52M.
Where does Western Equipment, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Western Equipment, LLC Retirement Savings Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Western Equipment, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Revision Energy Inc. Employee Stock Ownership 401(k) Plan in ME ($52M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Western Equipment, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmerman Associates, Inc. 401(k) Savings Plan in VA (704 participants, $35M 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 300134973.

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.