401(k) · DOL Form 5500 · 2024

Amerequip Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
223
Participants Below avg headcount
30th
Percentile by assets National rank
$9,090
Avg per participant Low balance/head
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Official DOL plan name: Amerequip Corporation Union Employees 401(k) Plan · Sponsored by Amerequip Corporation · Wisconsin · Manufacturing

$2M in assets, 223 participants

Amerequip Corporation's Amerequip Corporation Union Employees 401(k) Plan reported $2M in total assets and 223 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.

  • #2,482 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Amerequip Corporation Union Employees 401(k) Plan covers 223 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $2M.

#2,482
in Manufacturing (17,777 peers)
+18.2%
assets growth YoY

Amerequip Corporation Union Employees 401(k) Plan among the smaller filed plans by assets

Amerequip Corporation Union Employees 401(k) Plan vs every filed plan by assets

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

$2,026,980 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

Amerequip Corporation Union Employees 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. Amerequip Corporation Union Employees 401(k) Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amerequip Corporation Union Employees 401(k) Plan reported net income fell from $435K in the plan year 2023 filing to $312K in the plan year 2024 filing.
  • Amerequip Corporation Union Employees 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Amerequip Corporation Union Employees 401(k) Plan reported participants fell from 266 in the plan year 2023 filing to 223 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 363271934 · Amerequip Corporation PY 2024 · 401(k)

Amerequip Corporation Union Employees 401(k) Plan · $2M · 223 · 30th

  • PART $2M
  • TYPE 223
  • NET 30th
  • BOOK 401(k)
  • VS-ST near Regis Management Company, LLC 401(k) Plan
  • BOY ind #2482

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 Wisconsin →

Amerequip Corporation Union Employees 401(k) Plan in the asset neighbourhood

Amerequip Corporation Union Employees 401(k) PlanAmerequip Corporation Union …$2MRegis Management Company, LLC 401(k) PlanRegis Management Company, LL…$2MTresfinale, Inc. 401(k) Profit Sharing PlanTresfinale, Inc. 401(k) Prof…$2MJason Fowler, Dds, PLLC 401(k) Profit Sharing PlanJason Fowler, Dds, PLLC 401(…$2MBoston Pie, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Amerequip Corporation Union Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$312K
Employer EIN363271934
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerequip Corporation)

Sponsor-wide plan assets over time

All Amerequip Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 58.36263761161473% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.28M $2.03M ▲ +58.6%
Year Plans Participants Total Assets
2022 1 236 $1M
2023 1 266 $2M
2024 1 223 $2M

Nearby 401(k) Plans in Wisconsin

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

Amerequip Corporation Union Employees 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Amerequip Corporation Union Employees 401(k) Plan, Total assets ($B): 0.00202698 · Participants: 223Amerequip Corporation Union Employees 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Amerequip Corporation Union Employees 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Amerequip Corporation Union Employees 401(k) Plan side-by-side with 3 peers →

Amerequip Corporation Union Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Regis Management Company, LLC 401(k) Plan in CA ($2M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Amerequip Corporation Union Employees 401(k) Plan assets move in 2024? ▼
Amerequip Corporation Union Employees 401(k) Plan grew sharply - up 18.2% during 2024, from $2M to $2M. Reported net income was $312K.
How have Amerequip Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amerequip Corporation's sponsor-wide assets grew 58.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Amerequip Corporation Union Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regis Management Company, LLC 401(k) Plan in CA ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Amerequip Corporation Union Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adaptimmune LLC Retirement Plan in PA (223 participants, $28M 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 363271934.

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.