Retirement plan

C & K PETROLEUM EQUIPMENT CO RESTATED PENSION & PROFIT SHARING PLAN & TRUST

Name: C & K PETROLEUM EQUIPMENT CO., INC - C & K PETROLEUM EQUIPMENT CO RESTATED PENSION & PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: C & K PETROLEUM EQUIPMENT CO., INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C & K PETROLEUM EQUIPMENT CO RESTATED PENSION & PROFIT SHARING PLAN & TRUST, C & K PETROLEUM EQUIPMENT CO., INC

C & K PETROLEUM EQUIPMENT CO., INCEIN 93-0561378Plan #001PY 2025

1501 W. 2ND AVENUE - EUGENE, OR 974020153541-344-3476candkpetro.comLinkedIn1-10 employeesautomotive

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.8M

+5.7% from 2024

Total participants

-8.3% from 2024

Average account balance

$704,549

+15.3% from 2024

Annual return

8.96%

-8.61 pp from 2024

Benchmarks

See 4,594 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort4,594 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.75M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$705K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.96%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$43295

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$476K

$68035 / participant

Other / not subdivided$476K100.0%

% of EOY assets

6.145%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$704,549

$156,616+349.9%

$133,346+428.4%

$198,609+254.7%

Participation rate

100.0%

77.7%+22.3pp

72.8%+27.2pp

82.4%+17.6pp

Annual return

8.96%

44.25%-35.3pp

36.85%-27.9pp

202.70%-193.7pp

Employer contribution / active EE

$3,023

$3,368-10.2%

$2,853+5.9%

$5,055-40.2%

Participant deferral / active EE

$8,587

$4,920+74.6%

$4,332+98.2%

$6,977+23.1%

Admin fee / account holder

$43,295

$17,468+147.9%

$14,264+203.5%

$19,030+127.5%

C & K PETROLEUM EQUIPMENT CO RESTATED PENSION & PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C & K PETROLEUM EQUIPMENT CO RESTATED PENSION & PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion