Heat Transfer Equipment Company401(k)
HEAT TRANSFER EQUIPMENT COMPANY SAVINGS PLAN · TULSA, OK · plan year 2025
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Heat Transfer Equipment Company reported $21,478 in plan administrative expenses for 2025: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,564 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio rose from 0.06% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 291st-largest of 724 plans among Oklahoma employers on file, and the 6,691st of 13,661 in manufacturing. In 2025, employees put in $3.70 for every $1.00 the employer contributed; active participation has grown from 107 to 131 since 2022.
Heat Transfer Equipment Company's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Heat Transfer Equipment Company before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 730961266 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.