401(k) · DOL Form 5500 · 2024

P & K Equipment, Inc 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
714
Participants Below avg headcount
83rd
Percentile by assets National rank
$63,458
Avg per participant Low balance/head
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Official DOL plan name: P & K 401(k) Plan · Sponsored by P & K Equipment, Inc · Oklahoma · Wholesale Trade

$45M in assets, 714 participants

P & K Equipment, Inc's P & K 401(k) Plan reported $45M in total assets and 714 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,081 in Wholesale Trade (6,080 peers)

Where P & K 401(k) Plan sits by assets

P & K 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 714 participants (~$63,458/participant), up 13.6% in 2024.

#5,081
in Wholesale Trade (6,080 peers)
+13.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

P & K 401(k) Plan's outsized position by total assets

P & K 401(k) Plan vs every filed plan by assets

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

$45,309,036 Top 17% higher than 83% 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

P & K 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. P & K 401(k) Plan sits mid-pack in the medium band (714 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P & K 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • P & K 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • P & K 401(k) Plan reported participants rose from 696 in the plan year 2023 filing to 714 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731259841 · P & K Equipment, Inc PY 2024 · 401(k)

P & K 401(k) Plan · $45M · 714 · 83rd

  • 5500 $45M
  • 5500 714
  • 5500 83rd
  • 5500 401(k)
  • 5500 near Eye Health America 401(k) Plan
  • 5500 ind #5081

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 Oklahoma →

P & K 401(k) Plan in the asset neighbourhood

P & K 401(k) Plan$45MEye Health America 401(k) PlanEye Health America 401(k) Pl…$45MBalboa Nephrology Medical Group, Inc. Profit-Sharing PlanBalboa Nephrology Medical Gr…$45MChildren's Specialists of San Diego, Amg, Inc. Profit Sharing PlanChildren's Specialists of Sa…$45MThe Hogan Retirement Savings PlanThe Hogan Retirement Savings…$45M
End-of-year total assets ($M) among P & K 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)$45M
Net Income$5M
Employer EIN731259841
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P & K Equipment, Inc)

Sponsor-wide plan assets over time

All P & K Equipment, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$45M 38.63248065659404% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.7M $45.3M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 664 $33M
2023 1 696 $40M
2024 1 714 $45M

Nearby 401(k) Plans in Oklahoma

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

P & K 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants P & K 401(k) Plan, Total assets ($B): 0.045309036 · Participants: 714P & K 401(k) 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
P & K 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare P & K 401(k) Plan side-by-side with 3 peers →

P & K 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Eye Health America 401(k) Plan in SC ($45M); by covered participants it is The Scott Fetzer Retirement Savings Plan in OH (714 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (714 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 P & K 401(k) Plan assets move in 2024? ▼
P & K 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $40M to $45M. Reported net income was $5M.
How have P & K Equipment, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P & K Equipment, Inc's sponsor-wide assets grew 38.6%, from $33M to $45M.
Where does P & K 401(k) Plan rank by assets among Form 5500 filers? ▼
P & K 401(k) Plan ranks in the 83rd 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 P & K 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eye Health America 401(k) Plan in SC ($45M, 1,146 participants).
Which 401(k) plans cover a similar participant headcount to P & K 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Scott Fetzer Retirement Savings Plan in OH (714 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 731259841.

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.