401(k) · DOL Form 5500 · 2022

Southwest Materials Handling Company 401(k) Plan

Data updated 2026-08-25

$486K
Total assets Small plan by assets
23
Participants Small participant base
18th
Percentile by assets National rank
$21,121
Avg per participant Low balance/head
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Official DOL plan name: Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan · Sponsored by Southwest Materials Handling Company · Texas · Manufacturing

$486K in assets, 23 participants

Southwest Materials Handling Company's Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan reported $486K in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,551 in Manufacturing (20,602 peers)

Southwest Materials Handling Company multi-year trail

Southwest Materials Handling Company's plans moved +42.7% in assets from 2022 to 2023; this filing shows Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan at $486K / 23 participants.

#1,551
in Manufacturing (20,602 peers)
+4.3%
assets growth YoY

Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan among the smaller filed plans by assets

Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$485,773 18th percentile higher than 18% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 751236087 · Southwest Materials Handling Company PY 2022 · 401(k)

Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan · $486K · 23 · 18th

  • BOY $486K
  • SCH 23
  • EBSA 18th
  • PART 401(k)
  • TYPE near Little Black Bear, Inc 401(k) Plan
  • NET ind #1551

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 Manufacturing retirement plans → · Plans in Texas →

Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan in the asset neighbourhood

Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) PlanSouthwest Materials Handling…$486KLittle Black Bear, Inc 401(k) PlanLittle Black Bear, Inc 401(k…$486KJ and K Seamless Inc 401(k) PlanJ and K Seamless Inc 401(k) …$486KDetection Systems and Engineering, Company 401(k) PlanDetection Systems and Engine…$486KBridges of America, Inc. Retirement Savings PlanBridges of America, Inc. Ret…$486K
End-of-year total assets ($M) among Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southwest Materials Handling Company multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Materials Handling Company plans reported in each filing year

Latest sponsor-wide plan assets
$693K 42.65325573879157% vs 2022
2023 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 20222023 $0.49M $0.69M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 23 $486K
2023 1 22 $693K

Southwest Materials Handling Company filing trail (2022)

Total Assets (Beginning of Year)$466K
Net Assets (End of Year)$486K
Net Income$20K
Employer EIN751236087
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan, Total assets ($B): 0.000485773 · Participants: 23Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan side-by-side with 3 peers →

Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Little Black Bear, Inc 401(k) Plan in NH ($486K); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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.

Frequently Asked Questions

How did Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan assets move in 2022? ▼
Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan edged up modestly - up 4.3% during 2022, from $466K to $486K. Reported net income was $20K.
How have Southwest Materials Handling Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southwest Materials Handling Company's sponsor-wide assets grew 42.7%, from $486K to $693K.
Where does Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan rank by assets among Form 5500 filers? ▼
Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Little Black Bear, Inc 401(k) Plan in NH ($486K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751236087.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.