401(k) · DOL Form 5500 · 2022

Suntex Marina Investors, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
751
Participants Near avg headcount
58th
Percentile by assets National rank
$9,513
Avg per participant Low balance/head
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Official DOL plan name: Smi 401(k) Plan · Sponsored by Suntex Marina Investors, LLC · Texas · Arts, Entertainment & Recreation

$7M in assets, 751 participants

Suntex Marina Investors, LLC's Smi 401(k) Plan reported $7M in total assets and 751 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #2,242 in Arts, Entertainment & Recreation (3,077 peers)

Suntex Marina Investors, LLC multi-year trail

Suntex Marina Investors, LLC's plans moved +126.7% in assets from 2022 to 2024; this filing shows Smi 401(k) Plan at $7M / 751 participants.

#2,242
in Arts, Entertainment & Recreation (3,077 peers)
+63.7%
assets growth YoY

Smi 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Smi 401(k) Plan vs every filed plan by assets

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

$7,144,043 Top 42% higher than 58% 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

Smi 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smi 401(k) Plan sits mid-pack in the medium band (751 participants).

EBSA filing schedule strip

Filing strip 474500502 · Suntex Marina Investors, LLC PY 2022 · 401(k)

Smi 401(k) Plan · $7M · 751 · 58th

  • ASSETS $7M
  • PCT 751
  • EIN 58th
  • RANK 401(k)
  • PHOTO near Ieq Capital 401(k) Plan
  • IND ind #2242

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Smi 401(k) Plan in the asset neighbourhood

Smi 401(k) Plan$7MIeq Capital 401(k) Plan$7MR.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and TrustR.L. Morrissey & Associates,…$7MBill Subin, M.D., Ltd 401 (K) PlanBill Subin, M.D., Ltd 401 (K…$7MEllicott Dredge Group Plan$7M
End-of-year total assets ($M) among Smi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Suntex Marina Investors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Suntex Marina Investors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 126.71016957764671% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.14M $16.2M ▲ +126.9%
Year Plans Participants Total Assets
2022 1 751 $7M
2023 1 1,061 $12M
2024 1 1,156 $16M

Suntex Marina Investors, LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN474500502
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Smi 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Smi 401(k) Plan, Total assets ($B): 0.007144043 · Participants: 751Smi 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
Smi 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Smi 401(k) Plan side-by-side with 3 peers →

Smi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ieq Capital 401(k) Plan in CA ($7M); by covered participants it is Consumer Portfolio Services, Inc. 401(k) Plan in CA (751 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (751 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 Smi 401(k) Plan assets move in 2022? ▼
Smi 401(k) Plan surged - up 63.7% during 2022, from $4M to $7M. Reported net income was $3M.
How have Suntex Marina Investors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suntex Marina Investors, LLC's sponsor-wide assets grew 126.7%, from $7M to $16M.
Which 401(k) plans are similar in size to Smi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ieq Capital 401(k) Plan in CA ($7M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Smi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Portfolio Services, Inc. 401(k) Plan in CA (751 participants, $49M 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 474500502.

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.