401(k) · DOL Form 5500 · 2023

Suntex Marina Investors, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,061
Participants Near avg headcount
62nd
Percentile by assets National rank
$10,891
Avg per participant Low balance/head
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Official DOL plan name: Smi 401(k) Plan · Sponsored by Suntex Marina Investors, LLC · Texas · Arts, Entertainment & Recreation

$12M in assets, 1,061 participants

Suntex Marina Investors, LLC's Smi 401(k) Plan reported $12M in total assets and 1,061 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,249 in Arts, Entertainment & Recreation (2,945 peers)

Suntex Marina Investors, LLC multi-year trail

Suntex Marina Investors, LLC's plans moved +126.7% in assets from 2022 to 2024; this filing shows Smi 401(k) Plan at $12M / 1,061 participants.

#2,249
in Arts, Entertainment & Recreation (2,945 peers)
+61.7%
assets growth YoY

Smi 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Smi 401(k) Plan vs every filed plan by assets

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

$11,555,187 Top 38% higher than 62% 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

Smi 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smi 401(k) Plan lands in the large band (1,061 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smi 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Smi 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Smi 401(k) Plan reported participants rose from 751 in the plan year 2022 filing to 1,061 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 474500502 · Suntex Marina Investors, LLC PY 2023 · 401(k)

Smi 401(k) Plan · $12M · 1,061 · 62nd

  • EIN $12M
  • EIN 1,061
  • EIN 62nd
  • EIN 401(k)
  • EIN near Elway Dealers 401(k) Plan
  • EIN ind #2249

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Smi 401(k) Plan in the asset neighbourhood

Smi 401(k) Plan$12MElway Dealers 401(k) Plan$12MOberer Companies 401(k) Plan$12MClow Valve Company Hourly 401(k) Retirement PlanClow Valve Company Hourly 40…$12MAll-State Industries, Inc. 401(k) Savings & Retirement PlanAll-State Industries, Inc. 4…$12M
End-of-year total assets ($M) among Smi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Suntex Marina Investors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Suntex Marina Investors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 126.71016957764671% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.14M $16.2M ▲ +126.9%
Year Plans Participants Total Assets
2022 1 751 $7M
2023 1 1,061 $12M
2024 1 1,156 $16M

Suntex Marina Investors, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN474500502
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Smi 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Smi 401(k) Plan, Total assets ($B): 0.011555187 · Participants: 1061Smi 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
Smi 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Smi 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Elway Dealers 401(k) Plan in AZ ($12M); by covered participants it is Revecore 401(k) Plan in TN (1,061 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,061 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 Smi 401(k) Plan assets move in 2023? ▼
Smi 401(k) Plan surged - up 61.7% during 2023, from $7M to $12M. Reported net income was $4M.
How have Suntex Marina Investors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suntex Marina Investors, LLC's sponsor-wide assets grew 126.7%, from $7M to $16M.
Which 401(k) plans are similar in size to Smi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elway Dealers 401(k) Plan in AZ ($12M, 342 participants).
Which 401(k) plans cover a similar participant headcount to Smi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revecore 401(k) Plan in TN (1,061 participants, $36M 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 474500502.

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.