ESOP · DOL Form 5500 · 2023

South West Lubricants, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
5
Participants Small participant base
53rd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Maxima Products Employee Stock Ownership Plan · Sponsored by South West Lubricants, Inc. · California · Manufacturing

$8M in assets, 5 participants

South West Lubricants, Inc.'s Maxima Products Employee Stock Ownership Plan reported $8M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #7,144 in Manufacturing (18,722 peers)

South West Lubricants, Inc. multi-year trail

South West Lubricants, Inc.'s plans moved +18.4% in assets from 2022 to 2024; this filing shows Maxima Products Employee Stock Ownership Plan at $8M / 5 participants.

#7,144
in Manufacturing (18,722 peers)
+7.0%
assets growth YoY

Maxima Products Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Maxima Products Employee Stock Ownership Plan vs every filed plan by assets

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

$7,796,924 Top 47% higher than 53% 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

Maxima Products Employee Stock Ownership 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. Maxima Products Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maxima Products Employee Stock Ownership Plan reported net income rose from $121K in the plan year 2022 filing to $513K in the plan year 2023 filing.
  • Maxima Products Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330089585 · South West Lubricants, Inc. PY 2023 · ESOP

Maxima Products Employee Stock Ownership Plan · $8M · 5 · 53rd

  • ASSETS $8M
  • PCT 5
  • EIN 53rd
  • RANK ESOP
  • PHOTO near Advanced Technology Products, Inc. Employee Stock Ownership Plan
  • IND ind #7144

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 What is an ESOP? → · Plans in California →

Maxima Products Employee Stock Ownership Plan in the asset neighbourhood

Cameron Tool Corporation Employee Stock Ownership PlanCameron Tool Corporation Emp…$8MMaxima Products Employee Stock Ownership PlanMaxima Products Employee Sto…$8MAdvanced Technology Products, Inc. Employee Stock Ownership PlanAdvanced Technology Products…$8MPandorf Land & Cattle, Inc. Employee Stock Ownership PlanPandorf Land & Cattle, Inc. …$8MPriority Designs Employee Stock Ownership PlanPriority Designs Employee St…$8M
End-of-year total assets ($M) among Maxima Products Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

South West Lubricants, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All South West Lubricants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 18.436067566419204% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.28M $8.63M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 5 $7M
2023 1 5 $8M
2024 1 5 $9M

South West Lubricants, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$513K
Employer EIN330089585
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Maxima Products Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Maxima Products Employee Stock Ownership Plan, Total assets ($B): 0.007796924 · Participants: 5Maxima Products Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Maxima Products Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Maxima Products Employee Stock Ownership Plan side-by-side with 3 peers →

Maxima Products Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Advanced Technology Products, Inc. Employee Stock Ownership Plan in OH ($8M); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Maxima Products Employee Stock Ownership Plan assets move in 2023? ▼
Maxima Products Employee Stock Ownership Plan grew at a solid clip - up 7.0% during 2023, from $7M to $8M. Reported net income was $513K.
How have South West Lubricants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South West Lubricants, Inc.'s sponsor-wide assets grew 18.4%, from $7M to $9M.
Which ESOP plans are similar in size to Maxima Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Advanced Technology Products, Inc. Employee Stock Ownership Plan in OH ($8M, 57 participants).
Which ESOP plans cover a similar participant headcount to Maxima Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $730K 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 330089585.

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.