401(k) · DOL Form 5500 · 2023

Sommerfield Industries Incorporated 401(k) Plan

Data updated 2026-08-25

$843K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$421,746
Avg per participant High balance/head
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Official DOL plan name: Sommerfield Industries 401(k) Plan · Sponsored by Sommerfield Industries Incorporated · Texas · Construction

$843K in assets, 2 participants

Sommerfield Industries Incorporated's Sommerfield Industries 401(k) Plan reported $843K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,834 in Construction (9,030 peers)

2023 asset change

Sommerfield Industries 401(k) Plan grew at a solid clip 13.2% in 2023 ($745K → $843K) for 2 participants.

#1,834
in Construction (9,030 peers)
+13.2%
assets growth YoY

Sommerfield Industries 401(k) Plan among the smaller filed plans by assets

Sommerfield Industries 401(k) Plan vs every filed plan by assets

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

$843,492 22nd percentile higher than 22% 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

Sommerfield Industries 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sommerfield Industries 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sommerfield Industries 401(k) Plan reported net income rose from $24K in the plan year 2022 filing to $98K in the plan year 2023 filing.
  • Sommerfield Industries 401(k) Plan end-of-year assets rose from $745K in the plan year 2022 filing to $843K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 812265429 · Sommerfield Industries Incorporated PY 2023 · 401(k)

Sommerfield Industries 401(k) Plan · $843K · 2 · 22nd

  • PCT $843K
  • PCT 2
  • PCT 22nd
  • PCT 401(k)
  • PCT near Antunez Enterprises 401(k) Profit Sharing Plan
  • PCT ind #1834

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 Construction retirement plans → · Plans in Texas →

Sommerfield Industries 401(k) Plan in the asset neighbourhood

Sommerfield Industries 401(k) PlanSommerfield Industries 401(k…$843KAntunez Enterprises 401(k) Profit Sharing PlanAntunez Enterprises 401(k) P…$843KRlb Cpas, Inc. Profit Sharing and 401(k) PlanRlb Cpas, Inc. Profit Sharin…$843KAber Capital Group Inc. Retirement PlanAber Capital Group Inc. Reti…$843KAdvantmed 401(k) and Profit Sharing PlanAdvantmed 401(k) and Profit …$844K
End-of-year total assets ($M) among Sommerfield Industries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sommerfield Industries Incorporated years around the 2023 move

Sponsor-wide plan assets over time

All Sommerfield Industries Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$757K 1.5921763724085374% vs 2022
2024 filing year
$0.7M$0.75M$0.8M$0.85M 202220232024 $0.75M $0.76M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 2 $745K
2023 1 2 $843K
2024 1 2 $757K

2023 asset-move particulars

Total Assets (Beginning of Year)$745K
Net Assets (End of Year)$843K
Net Income$98K
Employer EIN812265429
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sommerfield Industries 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sommerfield Industries 401(k) Plan, Total assets ($B): 0.000843492 · Participants: 2Sommerfield Industries 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
Sommerfield Industries 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sommerfield Industries 401(k) Plan side-by-side with 3 peers →

Sommerfield Industries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Antunez Enterprises 401(k) Profit Sharing Plan in OH ($843K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sommerfield Industries 401(k) Plan assets move in 2023? ▼
Sommerfield Industries 401(k) Plan grew at a solid clip - up 13.2% during 2023, from $745K to $843K. Reported net income was $98K.
How have Sommerfield Industries Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sommerfield Industries Incorporated's sponsor-wide assets grew 1.6%, from $745K to $757K.
Where does Sommerfield Industries 401(k) Plan rank by assets among Form 5500 filers? ▼
Sommerfield Industries 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sommerfield Industries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Antunez Enterprises 401(k) Profit Sharing Plan in OH ($843K, 42 participants).
Which 401(k) plans cover a similar participant headcount to Sommerfield Industries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 812265429.

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.