401(k) · DOL Form 5500 · 2022
Sue Wilson Inc 401(k) Plan
Data updated 2026-08-25
- $186K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $37,205
- Avg per participant Low balance/head
Official DOL plan name: Sue Wilson Inc 401(k) Plan · Sponsored by Sue Wilson Inc · Texas · Retail Trade
$186K in assets, 5 participants
Sue Wilson Inc's Sue Wilson Inc 401(k) Plan reported $186K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- #1,428 in Retail Trade (9,519 peers)
What the 2022 filing shows
Sue Wilson Inc 401(k) Plan holds $186K for 5 participants - about $37,205 per participant, among the smaller plans by assets on file.
- #1,428
- in Retail Trade (9,519 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sue Wilson Inc 401(k) Plan among the smaller filed plans by assets
Sue Wilson Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$186,023 10th percentile higher than 10% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sue Wilson Inc 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sue Wilson Inc 401(k) Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 834200307 · Sue Wilson Inc PY 2022 · 401(k)
Sue Wilson Inc 401(k) Plan · $186K · 5 · 10th
- PHOTO $186K
- PHOTO 5
- PHOTO 10th
- PHOTO 401(k)
- PHOTO near Together Enterprise Inc. 401(k) Plan
- PHOTO ind #1428
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 Retail Trade retirement plans → · Plans in Texas →
Sue Wilson Inc 401(k) Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $198K |
|---|---|
| Net Assets (End of Year) | $186K |
| Net Income | -$12K |
| Employer EIN | 834200307 |
| Plan Effective Date | 2019-03-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sue Wilson Inc)
Sponsor-wide plan assets over time
All Sue Wilson Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $200K 7.470581594749036% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $186K |
| 2023 | 1 | 4 | $194K |
| 2024 | 1 | 7 | $200K |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Sue Wilson Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Together Enterprise Inc. 401(k) Plan in MI ($186K); by covered participants it is Pintail Firearms Group, Inc. 401(k) Profit Sharing Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($186K here).
- Together Enterprise Inc. 401(k) Plan (MI) $186K · N/A
- Urbane Logistics Inc. 401(k) Plan (MO) $186K · 1
- Charles M Phillips 401(k) Plan and Trust (NC) $186K · 1
- Ample Hearing 401(k) (LA) $186K · 1
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.