401(k) · DOL Form 5500 · 2022

Southwest Texas Equipment Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
273
Participants Below avg headcount
75th
Percentile by assets National rank
$64,244
Avg per participant Low balance/head
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Official DOL plan name: Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan · Sponsored by Southwest Texas Equipment Distributors, Inc. · Texas · Wholesale Trade

$18M in assets, 273 participants

Southwest Texas Equipment Distributors, Inc.'s Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan reported $18M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,927 in Wholesale Trade (6,843 peers)

Coverage in Texas

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan covers 273 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#4,927
in Wholesale Trade (6,843 peers)
-12.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan's outsized position by total assets

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan vs every filed plan by assets

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

$17,538,728 Top 25% higher than 75% 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 Texas Equipment Distributors, Inc. Profit Sharing 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. Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan sits mid-pack in the medium band (273 participants).

Published 5500 schedule card

Filing strip 742584530 · Southwest Texas Equipment Distributors, Inc. PY 2022 · 401(k)

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan · $18M · 273 · 75th

  • BOOK $18M
  • BOOK 273
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near Neu Brothers Holdings, Inc. 401(k) Plan
  • BOOK ind #4927

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 Wholesale Trade retirement plans → · Plans in Texas →

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan in the asset neighbourhood

Southwest Texas Equipment Distributors, Inc. Profit Sharing PlanSouthwest Texas Equipment Di…$18MNeu Brothers Holdings, Inc. 401(k) PlanNeu Brothers Holdings, Inc. …$18MGeneva Trading Retirement PlanGeneva Trading Retirement Pl…$18MThe Inside Source, Inc. 401(k) Profit Sharing PlanThe Inside Source, Inc. 401(…$18MAmerican Family Care Savings PlanAmerican Family Care Savings…$18M
End-of-year total assets ($M) among Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN742584530
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Texas Equipment Distributors, Inc.)

Sponsor-wide plan assets over time

All Southwest Texas Equipment Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 11.558261237645057% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.5M $19.6M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 273 $18M
2023 1 260 $18M
2024 1 232 $20M

Nearby 401(k) Plans in Texas

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

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan, Total assets ($B): 0.017538728 · Participants: 273Southwest Texas Equipment Distributors, Inc. Profit Sharing 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 Texas Equipment Distributors, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan side-by-side with 3 peers →

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Neu Brothers Holdings, Inc. 401(k) Plan in NJ ($18M); by covered participants it is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Texas Equipment Distributors, Inc. Profit Sharing Plan assets move in 2022? ▼
Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan pulled back noticeably - down 12.2% during 2022, from $20M to $18M. Reported net income was -$2M.
How have Southwest Texas Equipment Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Texas Equipment Distributors, Inc.'s sponsor-wide assets grew 11.6%, from $18M to $20M.
Where does Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neu Brothers Holdings, Inc. 401(k) Plan in NJ ($18M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants, $10M 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 742584530.

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.