401(k) · DOL Form 5500 · 2024

Total Equipment Mgmt Services 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 260
Participants Below avg headcount: 62nd
Percentile by assets National rank: $50,493
Avg per participant Low balance/head

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Official DOL plan name: Total Equipment 401(k) Plan · Sponsored by Total Equipment Mgmt Services · Oklahoma · Wholesale Trade

$13M in assets, 260 participants

Total Equipment Mgmt Services's Total Equipment 401(k) Plan reported $13M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

#3,287 in Wholesale Trade (6,080 peers)

Coverage in Oklahoma

Total Equipment 401(k) Plan covers 260 participants in Oklahoma, about 34% of the average Oklahoma filer (state average ~760 per filing). Assets: $13M.

#3,287
in Wholesale Trade (6,080 peers): +7.6%
assets growth YoY

Total Equipment 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Total Equipment 401(k) Plan vs every filed plan by assets

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

$13,128,163 Top 38% higher than 62% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Total Equipment 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. Total Equipment 401(k) Plan sits mid-pack in the medium band (260 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Total Equipment 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $932K in the plan year 2024 filing.
Total Equipment 401(k) Plan reported participants rose from 237 in the plan year 2023 filing to 260 in the plan year 2024 filing.
Total Equipment 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472795194 · Total Equipment Mgmt Services PY 2024 · 401(k)

Total Equipment 401(k) Plan · $13M · 260 · 62nd

PCT $13M
PCT 260
PCT 62nd
PCT 401(k)
PCT near Rogue Community Health 403(b) Plan
PCT ind #3287

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 →

End-of-year total assets ($M) among Total Equipment 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$13M
Net Income	$932K
Employer EIN	472795194
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Total Equipment Mgmt Services)

Latest sponsor-wide plan assets: $13M 32.32806712199402% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	233	$10M
2023	1	237	$12M
2024	1	260	$13M

Nearby 401(k) Plans in Oklahoma

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

Total Equipment 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.8B · 13,369
The Williams Investment Plus Plan $2.0B · 5,204
Oneok, Inc. 401(k) Plan $1.4B · 4,756
Bok Financial 401(k) Plan $1.2B · 4,907
Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958

Compare Total Equipment 401(k) Plan side-by-side with 3 peers →

Total Equipment 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Rogue Community Health 403(b) Plan in OR ($13M); by covered participants it is Keystone Natural Holdings 401(k) Plan in PA (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Rogue Community Health 403(b) Plan (OR) $13M · 326
O.L. Thompson Enterprises Profit Sharing Plan (SC) $13M · 129
Indiana Tool & Manufacturing Co., Inc. 401(k) Profit Sharing Plan (IN) $13M · 146
Nextitle & Affiliated Entities 401(k) Savings Plan (WA) $13M · 56

Similar participant headcount

Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.

Keystone Natural Holdings 401(k) Plan (PA) 260 · 0 off
Froehling & Robertson, Inc. 401(k) Plan (VA) 260 · 0 off
Tendercare Home Health Services Retirement Plan (IN) 260 · 0 off
Matrix Adhesives Group 401(k) Plan (OH) 260 · 0 off

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 Total Equipment 401(k) Plan assets move in 2024? ▼

Total Equipment 401(k) Plan grew at a solid clip - up 7.6% during 2024, from $12M to $13M. Reported net income was $932K.

How have Total Equipment Mgmt Services plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Total Equipment Mgmt Services's sponsor-wide assets grew 32.3%, from $10M to $13M.

Which 401(k) plans are similar in size to Total Equipment 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rogue Community Health 403(b) Plan in OR ($13M, 326 participants).

Which 401(k) plans cover a similar participant headcount to Total Equipment 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Keystone Natural Holdings 401(k) Plan in PA (260 participants, $2M 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 472795194.