Plan5500

The Diesel Equipment Company, Inc. Savings Plan And Trust — Form 5500 plan (Diesel Equipment Company, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Diesel Equipment Company, Inc. Savings Plan And Trust is a benefit plan reported by Diesel Equipment Company, Inc. under EIN 63-0477318 and plan number 002. The latest loaded filing year is 2023. The filing reports 428 participants and $16,125,105 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.1MPlan net assets, end of year$16,110,888
Participants428Covered participants reported
Assets / participant$37.7KComputed: assets ÷ participants$37,675 (computed)
Provider compensation$24.4K4 Schedule C provider row(s)$24,382
Plan sponsor
Diesel Equipment Company, Inc.
EIN
63-0477318
Plan number
002
Plan type
2
Location
Montgomery, AL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    428 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.1M total assets
Net assets$16.1MLiabilities$14.2K
Money in vs. money out
Total income / additions$3.8M
Total expenses$1.1M
Benefits paid / distributions$993.8K
Contributions
Employer$515K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$16,125,105
Total liabilities (EOY)
$14,217
Net assets (EOY)
$16,110,888
Net assets (BOY)
$13,373,978

Income & contributions

Employer contributions
$514,994
Participant contributions
$1,287,985
Total contributions
$1,804,873
Total income / additions
$3,797,566

Expenses & distributions

Benefits paid
$993,832
Administrative expenses
$19,668
Total expenses
$1,060,656
Net increase / (decrease)
$2,736,910
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Morningstar$9.9K
    INVESTMENT ADVISORY · Direct $7.5K · Indirect $2.4K
  2. 2
    Voya Retirement Insurance And Annui$7.5K
    SERVICE PROVIDER · Direct $7.5K · Indirect $0
  3. 3
    Erisa Services Of Alabama, LLC$5.4K
    OTHER SERVICES · Direct $0 · Indirect $5.4K
  4. 4
    The Retirement Advantage, Inc$1.6K
    OTHER SERVICES · Direct $0 · Indirect $1.6K

What to inspect next

Frequently asked questions

Who sponsors the The Diesel Equipment Company, Inc. Savings Plan And Trust?
The Diesel Equipment Company, Inc. Savings Plan And Trust is reported as sponsored by Diesel Equipment Company, Inc. (EIN 63-0477318, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Diesel Equipment Company, Inc. Savings Plan And Trust?
The latest Form 5500 filing year loaded for The Diesel Equipment Company, Inc. Savings Plan And Trust is 2023.
How many participants does The Diesel Equipment Company, Inc. Savings Plan And Trust report?
The Diesel Equipment Company, Inc. Savings Plan And Trust reports 428 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Diesel Equipment Company, Inc. Savings Plan And Trust?
The Diesel Equipment Company, Inc. Savings Plan And Trust reports $16,125,105 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages