401(k) · DOL Form 5500 · 2024

Theisen Supply, Inc. 401(k) Plan

Data updated 2026-08-11

$18M
Total assets
978
Participants
68th
Percentile by assets
$18,342
Avg per participant
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Official DOL plan name: Theisen's Associates 401(k) Plan · Sponsored by Theisen Supply, Inc. · Iowa · Retail Trade

$18M in assets, 978 participants

Theisen Supply, Inc.'s Theisen's Associates 401(k) Plan reported $18M in total assets and 978 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • 68th percentile by assets (of 123,622 plans)
  • #6,342 in Retail Trade (8,048 peers)

Theisen Supply, Inc. multi-year trail

Theisen Supply, Inc.'s plans moved +20.8% in assets from 2022 to 2024; this filing shows Theisen's Associates 401(k) Plan at $18M / 978 participants.

$18M
total plan assets (2024 EOY)
978
covered participants
68th
percentile by assets (of 123,622 plans)
$18,342
avg assets per participant

Where Theisen's Associates 401(k) Plan sits by total assets

Theisen's Associates 401(k) Plan vs every filed plan by assets

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

$17,938,785 Top 32% higher than 68% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Theisen's Associates 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $637K in the plan year 2024 filing.
  • Theisen's Associates 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Theisen Supply, Inc. across 3 plan years on file

Across the 3 plan years Theisen Supply, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $18M, a gain of 20.8%, while reported participants moved from 914 to 978 (+7.0%). Peak year by sponsor assets: 2024 ($18M); trough: 2022 ($15M).

Theisen Supply, Inc. multi-year asset trail

$14M$15M$16M$17M$18M$19M 202220232024 $14.9M $17.9M ▲ +20.8%
Total plan assets by year, all Theisen Supply, Inc. plans on file
Year Plans Participants Total Assets
2022 1 914 $15M
2023 1 984 $17M
2024 1 978 $18M

Theisen Supply, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$637K
Employer EIN421286174
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Theisen's Associates 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Theisen's Associates 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Theisen's Associates…The Principal Select…The Rsm US LLP Retir…Iowa Health System S…The Hy-Vee and Affil…Transamerica 401(k) …
Theisen's Associates 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Theisen's Associates 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Theisen's Associates 401(k) Plan assets move in 2024?
Theisen's Associates 401(k) Plan edged up modestly - up 3.7% during 2024, from $17M to $18M. Reported net income was $637K.
How have Theisen Supply, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Theisen Supply, Inc.'s sponsor-wide assets grew 20.8%, from $15M to $18M.
Which 401(k) plans are similar in size to Theisen's Associates 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is American Stair Corporation 401(k) Employee Retirement Plan in IN ($18M, 122 participants).

Next read for Theisen's Associates 401(k) Plan

Multi-year trail

Ways to act on Theisen's Associates 401(k) Plan's numbers.