Setex, Inc. Tax Deferred Savings Plan and Trust

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Setex, Inc. · Ohio · Wholesale Trade

What the 2023 filing shows

Setex, Inc. Tax Deferred Savings Plan and Trust holds $48M for 414 participants — about $116,780 per participant, down 7.2% over the 2022 plan year.

$48M
total plan assets (2022 EOY): 414
covered participants: $116,780
avg assets per participant: -7.2%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$48M

Participants

414

State

Ohio

Industry

Wholesale Trade

What the Filing Says About Setex, Inc. Tax Deferred Savings Plan and Trust

Setex, Inc. Tax Deferred Savings Plan and Trust is a 401(k) retirement plan sponsored by Setex, Inc., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 414 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 341570556, and the plan has been effective since 1989-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $52M at the beginning of 2022 to $48M at year-end — a decline of 7.2%. Net assets (after liabilities) closed the year at $48M, with reported net income of $-3,761,365 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$52M
Total Assets (End of Year)	$48M
Net Assets (End of Year)	$48M
Net Income	$-3,761,365
Plan Type	401(k)
Employer EIN	341570556
Plan Effective Date	1989-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Setex, Inc.)

Year	Plans	Participants	Total Assets
2022	1	414	$48M
2023	1	373	$52M
2024	1	369	$52M

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Compare Setex, Inc. Tax Deferred Savings Plan an… side-by-side with 3 peers →

Related Data

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Frequently Asked Questions

How much money is in the Setex, Inc. Tax Deferred Savings Plan and Trust? ▼

As of the 2022 Form 5500 filing, Setex, Inc. Tax Deferred Savings Plan and Trust holds $48M in total assets with 414 participants. It is sponsored by Setex, Inc..

What type of plan is Setex, Inc. Tax Deferred Savings Plan and Trust? ▼

Setex, Inc. Tax Deferred Savings Plan and Trust is a 401(k) plan. It has been effective since 1989-04-01. The plan is filed with the U.S. Department of Labor under EIN 341570556.

Who sponsors the Setex, Inc. Tax Deferred Savings Plan and Trust? ▼

Setex, Inc. Tax Deferred Savings Plan and Trust is sponsored by Setex, Inc., located in Ohio. The sponsor's EIN is 341570556 and the plan operates in the Wholesale Trade industry.

How did Setex, Inc. Tax Deferred Savings Plan and Trust perform in 2022? ▼

Setex, Inc. Tax Deferred Savings Plan and Trust declined by 7.2% during 2022, moving from $52M to $48M in total assets. Net income was $-3,761,365.

Where can I find official filings for Setex, Inc. Tax Deferred Savings Plan and Trust? ▼

Official Form 5500 filings for Setex, Inc. Tax Deferred Savings Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341570556 or plan name at efast.dol.gov.

How does Setex, Inc. Tax Deferred Savings Plan and Trust compare to other plans? ▼

You can compare Setex, Inc. Tax Deferred Savings Plan and Trust against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.