401(k) · DOL Form 5500 · 2022
Self Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $30,727
- Avg per participant Low balance/head
Official DOL plan name: Self Financial, Inc. 401(k) Plan · Sponsored by Self Financial, Inc. · Texas · Finance & Insurance
$6M in assets, 206 participants
Self Financial, Inc.'s Self Financial, Inc. 401(k) Plan reported $6M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #3,624 in Finance & Insurance (9,261 peers)
Coverage in Texas
Self Financial, Inc. 401(k) Plan covers 206 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $6M.
- #3,624
- in Finance & Insurance (9,261 peers)
- +83.5%
- assets growth YoY
Self Financial, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Self Financial, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,329,790 Top 45% higher than 55% 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
Self Financial, Inc. 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. Self Financial, Inc. 401(k) Plan sits mid-pack in the medium band (206 participants).
EBSA filing schedule strip
Filing strip 473596202 · Self Financial, Inc. PY 2022 · 401(k)
Self Financial, Inc. 401(k) Plan · $6M · 206 · 55th
- BOOK $6M
- VS-ST 206
- BOY 55th
- SCH 401(k)
- EBSA near Fst Logistics, Inc. 401(k) Retirement Plan
- PART ind #3624
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 Finance & Insurance retirement plans → · Plans in Texas →
Self Financial, Inc. 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $3M |
| Employer EIN | 473596202 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Self Financial, Inc.)
Sponsor-wide plan assets over time
All Self Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 173.65474999960503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $6M |
| 2023 | 1 | 302 | $13M |
| 2024 | 1 | 293 | $17M |
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
Self Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Fst Logistics, Inc. 401(k) Retirement Plan in OH ($6M); by covered participants it is Westrec Properties, Inc. & Affiliated Companies 401(k) Plan in CA (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 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.