401(k) · DOL Form 5500 · 2022
Petrosmith LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 333
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $12,971
- Avg per participant Low balance/head
Official DOL plan name: Petrosmith 401(k) Plan · Sponsored by Petrosmith LLC · Texas · Wholesale Trade
$4M in assets, 333 participants
Petrosmith LLC's Petrosmith 401(k) Plan reported $4M in total assets and 333 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #2,421 in Wholesale Trade (6,843 peers)
Coverage in Texas
Petrosmith 401(k) Plan covers 333 participants in Texas, about 48% of the average Texas filer (state average ~688 per filing). Assets: $4M.
- #2,421
- in Wholesale Trade (6,843 peers)
- -2.7%
- assets change YoY
The plan reported a net loss of $118K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Petrosmith 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Petrosmith 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,319,224 48th percentile higher than 48% 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
Petrosmith 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. Petrosmith 401(k) Plan sits mid-pack in the medium band (333 participants).
Plan-year Form 5500 strip
Filing strip 320376135 · Petrosmith LLC PY 2022 · 401(k)
Petrosmith 401(k) Plan · $4M · 333 · 48th
- 5500 $4M
- 5500 333
- 5500 48th
- 5500 401(k)
- 5500 near Gare, Inc. 401(k) Profit Sharing Plan
- 5500 ind #2421
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 →
Petrosmith 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$118K |
| Employer EIN | 320376135 |
| Plan Effective Date | 2012-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Petrosmith LLC)
Sponsor-wide plan assets over time
All Petrosmith LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 64.34489158237685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 333 | $4M |
| 2023 | 1 | 272 | $5M |
| 2024 | 1 | 413 | $7M |
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
Petrosmith 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Gare, Inc. 401(k) Profit Sharing Plan in MA ($4M); by covered participants it is Whitehat Security, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (333 participants); asset peers above are excluded.
- Whitehat Security, Inc. 401(k) Plan (CA) 333 · 0 off
- The Schusterman Interests, LLC Employees' Thrift Retirement Plan (OK) 333 · 0 off
- Ko-Kwel Enterprises 401(k) Plan (OR) 333 · 0 off
- Intercare Holdings, Inc. Retirement Savings Plan (CA) 333 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.