401(k) · DOL Form 5500 · 2023

Sim-Tex, L.P. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
23
Participants Small participant base
68th
Percentile by assets National rank
$669,327
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sim-Tex, L.P. 401(k) Plan · Sponsored by Sim-Tex, L.P. · Texas · Wholesale Trade

$15M in assets, 23 participants

Sim-Tex, L.P.'s Sim-Tex, L.P. 401(k) Plan reported $15M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,947 in Wholesale Trade (6,309 peers)

Sim-Tex, L.P. multi-year trail

Sim-Tex, L.P.'s plans moved +48.1% in assets from 2022 to 2024; this filing shows Sim-Tex, L.P. 401(k) Plan at $15M / 23 participants.

#3,947
in Wholesale Trade (6,309 peers)
+22.6%
assets growth YoY

Sim-Tex, L.P. 401(k) Plan's outsized position by total assets

Sim-Tex, L.P. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$15,394,520 Top 32% higher than 68% of 127,068 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 2023

Sim-Tex, L.P. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sim-Tex, L.P. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sim-Tex, L.P. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sim-Tex, L.P. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Sim-Tex, L.P. 401(k) Plan reported participants rose from 20 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 710884794 · Sim-Tex, L.P. PY 2023 · 401(k)

Sim-Tex, L.P. 401(k) Plan · $15M · 23 · 68th

  • BOY $15M
  • BOY 23
  • BOY 68th
  • BOY 401(k)
  • BOY near The York Water Company 401(k) Plan
  • BOY ind #3947

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 →

Sim-Tex, L.P. 401(k) Plan in the asset neighbourhood

The York Water Company 401(k) PlanThe York Water Company 401(k…$15MElkay Manufacturing Company Bargaining Unit Employees' Retirement and Savings PlanElkay Manufacturing Company …$15MJack Doheny Company 401(k) PlanJack Doheny Company 401(k) P…$15MSim-Tex, L.P. 401(k) Plan$15MIngenus Pharmaceuticals, LLC 401(k) Profit Sharing PlanIngenus Pharmaceuticals, LLC…$15M
End-of-year total assets ($M) among Sim-Tex, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sim-Tex, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Sim-Tex, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 48.14354064622573% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.6M $18.6M ▲ +48.2%
Year Plans Participants Total Assets
2022 1 20 $13M
2023 1 23 $15M
2024 1 22 $19M

Sim-Tex, L.P. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN710884794
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sim-Tex, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sim-Tex, L.P. 401(k) Plan, Total assets ($B): 0.01539452 · Participants: 23Sim-Tex, L.P. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sim-Tex, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sim-Tex, L.P. 401(k) Plan side-by-side with 3 peers →

Sim-Tex, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The York Water Company 401(k) Plan in PA ($15M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sim-Tex, L.P. 401(k) Plan assets move in 2023? ▼
Sim-Tex, L.P. 401(k) Plan grew sharply - up 22.6% during 2023, from $13M to $15M. Reported net income was $3M.
How have Sim-Tex, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sim-Tex, L.P.'s sponsor-wide assets grew 48.1%, from $13M to $19M.
Which 401(k) plans are similar in size to Sim-Tex, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The York Water Company 401(k) Plan in PA ($15M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Sim-Tex, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 710884794.

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.