401(k) · DOL Form 5500 · 2024

American Equipment Hr, LLC 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
763
Participants Near avg headcount
84th
Percentile by assets National rank
$62,324
Avg per participant Low balance/head
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Official DOL plan name: American Equipment Hr, LLC 401(k) Plan · Sponsored by American Equipment Hr, LLC · Utah · Wholesale Trade

$48M in assets, 763 participants

American Equipment Hr, LLC's American Equipment Hr, LLC 401(k) Plan reported $48M in total assets and 763 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,137 in Wholesale Trade (6,080 peers)

Where American Equipment Hr, LLC 401(k) Plan sits by assets

American Equipment Hr, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 763 participants (~$62,324/participant), up 18.5% in 2024.

#5,137
in Wholesale Trade (6,080 peers)
+18.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

American Equipment Hr, LLC 401(k) Plan's outsized position by total assets

American Equipment Hr, LLC 401(k) Plan vs every filed plan by assets

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

$47,552,837 Top 16% higher than 84% 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

American Equipment Hr, LLC 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. American Equipment Hr, LLC 401(k) Plan sits mid-pack in the medium band (763 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Equipment Hr, LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • American Equipment Hr, LLC 401(k) Plan reported participants fell from 1,217 in the plan year 2023 filing to 763 in the plan year 2024 filing.
  • American Equipment Hr, LLC 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $48M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 883927589 · American Equipment Hr, LLC PY 2024 · 401(k)

American Equipment Hr, LLC 401(k) Plan · $48M · 763 · 84th

  • BOOK $48M
  • VS-ST 763
  • BOY 84th
  • SCH 401(k)
  • EBSA near Geocon, Inc. 401(k) Profit Sharing Plan
  • PART ind #5137

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 Utah →

American Equipment Hr, LLC 401(k) Plan in the asset neighbourhood

American Equipment Hr, LLC 401(k) PlanAmerican Equipment Hr, LLC 4…$48MGeocon, Inc. 401(k) Profit Sharing PlanGeocon, Inc. 401(k) Profit S…$48MIqeq US Management Co. LLC Retirement PlanIqeq US Management Co. LLC R…$48MAcig Insurance Company 401(k) PlanAcig Insurance Company 401(k…$48MLsi Solutions Savings and Investment PlanLsi Solutions Savings and In…$48M
End-of-year total assets ($M) among American Equipment Hr, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$6M
Employer EIN883927589
Plan Effective Date2022-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Equipment Hr, LLC)

Sponsor-wide plan assets over time

All American Equipment Hr, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 18.505340322048145% vs 2023
2024 filing year
$35M$40M$45M$50M 20232024 $40.1M $47.6M ▲ +18.5%
Year Plans Participants Total Assets
2023 1 1,217 $40M
2024 1 763 $48M

Nearby 401(k) Plans in Utah

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

American Equipment Hr, LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants American Equipment Hr, LLC 401(k) Plan, Total assets ($B): 0.047552837 · Participants: 763American Equipment Hr, LLC 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
American Equipment Hr, LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare American Equipment Hr, LLC 401(k) Plan side-by-side with 3 peers →

American Equipment Hr, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Geocon, Inc. 401(k) Profit Sharing Plan in CA ($48M); by covered participants it is Western National Salary Accumulation Program in MN (763 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (763 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 American Equipment Hr, LLC 401(k) Plan assets move in 2024? ▼
American Equipment Hr, LLC 401(k) Plan grew sharply - up 18.5% during 2024, from $40M to $48M. Reported net income was $6M.
How have American Equipment Hr, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), American Equipment Hr, LLC's sponsor-wide assets grew 18.5%, from $40M to $48M.
Where does American Equipment Hr, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
American Equipment Hr, LLC 401(k) Plan ranks in the 84th 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 American Equipment Hr, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Geocon, Inc. 401(k) Profit Sharing Plan in CA ($48M, 270 participants).
Which 401(k) plans cover a similar participant headcount to American Equipment Hr, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Western National Salary Accumulation Program in MN (763 participants, $134M 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 883927589.

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.