401(k) · DOL Form 5500 · 2022
W. Joe Shaw, Ltd. Dba Medsafe 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $118,234
- Avg per participant Near avg balance/head
Official DOL plan name: Medsafe 401(k) Retirement Plan and Trust · Sponsored by W. Joe Shaw, Ltd. Dba Medsafe · Texas · Wholesale Trade
$10M in assets, 81 participants
W. Joe Shaw, Ltd. Dba Medsafe's Medsafe 401(k) Retirement Plan and Trust reported $10M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #3,842 in Wholesale Trade (6,843 peers)
2022 asset change
Medsafe 401(k) Retirement Plan and Trust declined sharply 18.4% in 2022 ($12M → $10M) for 81 participants.
- #3,842
- in Wholesale Trade (6,843 peers)
- -18.4%
- assets change YoY
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.
Medsafe 401(k) Retirement Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Medsafe 401(k) Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,576,973 Top 36% higher than 64% 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
Medsafe 401(k) Retirement Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Medsafe 401(k) Retirement Plan and Trust is a small filing (81 participants) on this national headcount ladder.
DOL schedule card
Filing strip 751672432 · W. Joe Shaw, Ltd. Dba Medsafe PY 2022 · 401(k)
Medsafe 401(k) Retirement Plan and Trust · $10M · 81 · 64th
- NET $10M
- BOOK 81
- VS-ST 64th
- BOY 401(k)
- SCH near Nesco Resource LLC 401(k) Plan
- EBSA ind #3842
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 →
Medsafe 401(k) Retirement Plan and Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 751672432 |
| Plan Effective Date | 1984-11-01 |
| Filing Status | FILING RECEIVED |
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
Medsafe 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Nesco Resource LLC 401(k) Plan in FL ($10M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Nesco Resource LLC 401(k) Plan (FL) $10M · 3,545
- Revenue Analytics Inc 401(k) Profit Sharing Plan & Trust (GA) $10M · 65
- Watson Chevrolet, Inc. 401(k) Plan (AZ) $10M · 156
- Medacuity LLC 401(k) Plan and Trust (MA) $10M · 108
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
- Ocean Express, LLC 401(k) Plan (MA) 81 · 0 off
- Amini Innovation Corporation 401(k) Plan (CA) 81 · 0 off
- Biscuits & Bath 401(k) Plan (NY) 81 · 0 off
- Mica Profit Sharing/401(k) Plan (AZ) 81 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.