401(k) · DOL Form 5500 · 2023

Southwest Shipyard, L.P. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
239
Participants Below avg headcount
64th
Percentile by assets National rank
$53,158
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Shipyard L.P. 401(k) Savings and Retirement Plan · Sponsored by Southwest Shipyard, L.P. · Texas · Manufacturing

$13M in assets, 239 participants

Southwest Shipyard, L.P.'s Southwest Shipyard L.P. 401(k) Savings and Retirement Plan reported $13M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,609 in Manufacturing (18,722 peers)

Coverage in Texas

Southwest Shipyard L.P. 401(k) Savings and Retirement Plan covers 239 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#9,609
in Manufacturing (18,722 peers)
+17.3%
assets growth YoY

Southwest Shipyard L.P. 401(k) Savings and Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Southwest Shipyard L.P. 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$12,704,810 Top 36% higher than 64% 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

Southwest Shipyard L.P. 401(k) Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Shipyard L.P. 401(k) Savings and Retirement Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Shipyard L.P. 401(k) Savings and Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southwest Shipyard L.P. 401(k) Savings and Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Southwest Shipyard L.P. 401(k) Savings and Retirement Plan reported participants fell from 250 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760515702 · Southwest Shipyard, L.P. PY 2023 · 401(k)

Southwest Shipyard L.P. 401(k) Savings and Retirement Plan · $13M · 239 · 64th

  • TYPE $13M
  • TYPE 239
  • TYPE 64th
  • TYPE 401(k)
  • TYPE near Manati Medical Center Retirement Plan
  • TYPE ind #9609

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 Shipyard L.P. 401(k) Savings and Retirement Plan in the asset neighbourhood

Silicon Ranch 401(k) Plan$13MSouthwest Shipyard L.P. 401(k) Savings and Retirement PlanSouthwest Shipyard L.P. 401(…$13MManati Medical Center Retirement PlanManati Medical Center Retire…$13MAdelman Travel Systems, Inc. Profit Sharing 401(k) PlanAdelman Travel Systems, Inc.…$13MColortech, Inc. 401(k) Plan$13M
End-of-year total assets ($M) among Southwest Shipyard L.P. 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN760515702
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Shipyard, L.P.)

Sponsor-wide plan assets over time

All Southwest Shipyard, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 28.5056301629673% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $10.8M $13.9M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 250 $11M
2023 1 239 $13M
2024 1 302 $14M

Nearby 401(k) Plans in Texas

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

Southwest Shipyard L.P. 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Shipyard L.P. 401(k) Savings and Retirement Plan, Total assets ($B): 0.01270481 · Participants: 239Southwest Shipyard L.P. 401(k) Savings and Retirement 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
Southwest Shipyard L.P. 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Shipyard L.P. 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Southwest Shipyard L.P. 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Manati Medical Center Retirement Plan in PR ($13M); by covered participants it is Bryan Heart Retirement Savings Plan in NE (239 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Southwest Shipyard L.P. 401(k) Savings and Retirement Plan assets move in 2023? ▼
Southwest Shipyard L.P. 401(k) Savings and Retirement Plan grew sharply - up 17.3% during 2023, from $11M to $13M. Reported net income was $2M.
How have Southwest Shipyard, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Shipyard, L.P.'s sponsor-wide assets grew 28.5%, from $11M to $14M.
Which 401(k) plans are similar in size to Southwest Shipyard L.P. 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Manati Medical Center Retirement Plan in PR ($13M, 2,095 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Shipyard L.P. 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Heart Retirement Savings Plan in NE (239 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 760515702.

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.