401(k) · DOL Form 5500 · 2023
Southwest Materials Handling Company 401(k) Plan
Data updated 2026-08-25
- $693K
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $31,499
- Avg per participant Low balance/head
Official DOL plan name: Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan · Sponsored by Southwest Materials Handling Company · Texas · Manufacturing
$693K in assets, 22 participants
Southwest Materials Handling Company's Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan reported $693K in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #1,623 in Manufacturing (18,722 peers)
Southwest Materials Handling Company multi-year trail
Southwest Materials Handling Company's plans moved +42.7% in assets from 2022 to 2023; this filing shows Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan at $693K / 22 participants.
- #1,623
- in Manufacturing (18,722 peers)
- +42.7%
- assets growth YoY
Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan among the smaller filed plans by assets
Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$692,971 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southwest Materials Handling Company, Inc. Employees' Savings & 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. Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan reported net income rose from $20K in the plan year 2022 filing to $207K in the plan year 2023 filing.
- Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan end-of-year assets rose from $486K in the plan year 2022 filing to $693K in the plan year 2023 filing.
- Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan reported participants fell from 23 in the plan year 2022 filing to 22 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 751236087 · Southwest Materials Handling Company PY 2023 · 401(k)
Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan · $693K · 22 · 21st
- RANK $693K
- RANK 22
- RANK 21st
- RANK 401(k)
- RANK near West Family Investments Inc 401(k) Profit Sharing Plan & Trust
- RANK ind #1623
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 Manufacturing retirement plans → · Plans in Texas →
Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan in the asset neighbourhood
Southwest Materials Handling Company multi-year asset trail
Sponsor-wide plan assets over time
All Southwest Materials Handling Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $693K 42.65325573879157% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $486K |
| 2023 | 1 | 22 | $693K |
Southwest Materials Handling Company filing trail (2023)
| Total Assets (Beginning of Year) | $486K |
|---|---|
| Net Assets (End of Year) | $693K |
| Net Income | $207K |
| Employer EIN | 751236087 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Southwest Materials Handling Company, Inc. Employees' Savings & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is West Family Investments Inc 401(k) Profit Sharing Plan & Trust in CA ($693K); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($693K here).
- West Family Investments Inc 401(k) Profit Sharing Plan & Trust (CA) $693K · N/A
- Interapt Retirement Plan (KY) $693K · 147
- All4good, Inc. 401(k) Plan (NV) $693K · 6
- Baker 4, Inc. 401(k) Plan (AL) $694K · 32
Similar participant headcount
Nearest other-state filings by covered participants (22 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.