401(k) · DOL Form 5500 · 2024
Heavy Machines LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 181
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $109,019
- Avg per participant Below avg balance/head
Official DOL plan name: Heavy Machines, LLC 401(k) Profit Sharing Plan · Sponsored by Heavy Machines LLC · Tennessee · Wholesale Trade
$20M in assets, 181 participants
Heavy Machines LLC's Heavy Machines, LLC 401(k) Profit Sharing Plan reported $20M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #4,009 in Wholesale Trade (6,080 peers)
Coverage in Tennessee
Heavy Machines, LLC 401(k) Profit Sharing Plan covers 181 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $20M.
- #4,009
- in Wholesale Trade (6,080 peers)
- +16.2%
- assets growth YoY
Heavy Machines, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Heavy Machines, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,732,356 Top 30% higher than 70% 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
Heavy Machines, LLC 401(k) Profit Sharing 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. Heavy Machines, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (181 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heavy Machines, LLC 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Heavy Machines, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Heavy Machines, LLC 401(k) Profit Sharing Plan reported participants rose from 168 in the plan year 2023 filing to 181 in the plan year 2024 filing.
DOL schedule card
Filing strip 620850651 · Heavy Machines LLC PY 2024 · 401(k)
Heavy Machines, LLC 401(k) Profit Sharing Plan · $20M · 181 · 70th
- PHOTO $20M
- PHOTO 181
- PHOTO 70th
- PHOTO 401(k)
- PHOTO near Netease 401(k) Plan
- PHOTO ind #4009
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 Tennessee →
Heavy Machines, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 620850651 |
| Plan Effective Date | 1988-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heavy Machines LLC)
Sponsor-wide plan assets over time
All Heavy Machines LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 167.33521848745355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $13M |
| 2023 | 1 | 168 | $17M |
| 2024 | 2 | 328 | $36M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Heavy Machines, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Netease 401(k) Plan in CA ($20M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Netease 401(k) Plan (CA) $20M · 329
- Goren, Marcus, Masino & Marsh 401(k) Plan (CA) $20M · 4
- Wet Design 401(k) Plan (CA) $20M · 186
- North Coast Sea-Foods Corp. 401(k) Plan (MA) $20M · 293
Similar participant headcount
Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.
- Bpl Plasma, Inc. & Affiliates 401(k) and Profit (NJ) 181 · 0 off
- Centurion Investments, Inc. 401(k) Plan and Trust (MO) 181 · 0 off
- Ramey-Estep Homes, Inc. 401(k) Retirement Savings Plan (KY) 181 · 0 off
- Center Id Corp 401(k) Plan (WA) 181 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.