401(k) · DOL Form 5500 · 2023

Ark-La-Tex Financial Services, L 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
870
Participants Near avg headcount
87th
Percentile by assets National rank
$63,602
Avg per participant Low balance/head
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Official DOL plan name: Ark-La-Tex Financial Services, LLC 401(k) Plan · Sponsored by Ark-La-Tex Financial Services, L · Texas · Finance & Insurance

$55M in assets, 870 participants

Ark-La-Tex Financial Services, L's Ark-La-Tex Financial Services, LLC 401(k) Plan reported $55M in total assets and 870 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,040 in Finance & Insurance (8,869 peers)

Where Ark-La-Tex Financial Services, LLC 401(k) Plan sits by assets

Ark-La-Tex Financial Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 870 participants (~$63,602/participant), up 17.4% in 2023.

#7,040
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ark-La-Tex Financial Services, LLC 401(k) Plan's outsized position by total assets

Ark-La-Tex Financial Services, LLC 401(k) Plan vs every filed plan by assets

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

$55,333,478 Top 13% higher than 87% 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

Ark-La-Tex Financial Services, LLC 401(k) 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. Ark-La-Tex Financial Services, LLC 401(k) Plan sits mid-pack in the medium band (870 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ark-La-Tex Financial Services, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ark-La-Tex Financial Services, LLC 401(k) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Ark-La-Tex Financial Services, LLC 401(k) Plan reported participants fell from 905 in the plan year 2022 filing to 870 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752838184 · Ark-La-Tex Financial Services, L PY 2023 · 401(k)

Ark-La-Tex Financial Services, LLC 401(k) Plan · $55M · 870 · 87th

  • EOY $55M
  • EOY 870
  • EOY 87th
  • EOY 401(k)
  • EOY near Nab Group/USA 401(k) Investment Plan
  • EOY ind #7040

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 Finance & Insurance retirement plans → · Plans in Texas →

Ark-La-Tex Financial Services, LLC 401(k) Plan in the asset neighbourhood

Ark-La-Tex Financial Services, LLC 401(k) PlanArk-La-Tex Financial Service…$55MNab Group/USA 401(k) Investment PlanNab Group/USA 401(k) Investm…$55MMark Thomas & Company, Inc. 401(k) Savings PlanMark Thomas & Company, Inc. …$55MKrispy Kreme Doughnut Corporation Retirement Savings PlanKrispy Kreme Doughnut Corpor…$55MGf Machining Solutions Retirement Savings PlanGf Machining Solutions Retir…$55M
End-of-year total assets ($M) among Ark-La-Tex Financial Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$55M
Net Income$8M
Employer EIN752838184
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ark-La-Tex Financial Services, L)

Sponsor-wide plan assets over time

All Ark-La-Tex Financial Services, L plans reported in each filing year

Latest sponsor-wide plan assets
$61M 28.70958747318955% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.1M $60.7M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 905 $47M
2023 1 870 $55M
2024 1 779 $61M

Nearby 401(k) Plans in Texas

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

Ark-La-Tex Financial Services, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ark-La-Tex Financial Services, LLC 401(k) Plan, Total assets ($B): 0.055333478 · Participants: 870Ark-La-Tex Financial Services, LLC 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
Ark-La-Tex Financial Services, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ark-La-Tex Financial Services, LLC 401(k) Plan side-by-side with 3 peers →

Ark-La-Tex Financial Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Nab Group/USA 401(k) Investment Plan in NY ($55M); by covered participants it is Intermed, P.a. 401(k) & Profit Sharing Plan in ME (870 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (870 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 Ark-La-Tex Financial Services, LLC 401(k) Plan assets move in 2023? ▼
Ark-La-Tex Financial Services, LLC 401(k) Plan grew sharply - up 17.4% during 2023, from $47M to $55M. Reported net income was $8M.
How have Ark-La-Tex Financial Services, L plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ark-La-Tex Financial Services, L's sponsor-wide assets grew 28.7%, from $47M to $61M.
Where does Ark-La-Tex Financial Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ark-La-Tex Financial Services, LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ark-La-Tex Financial Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nab Group/USA 401(k) Investment Plan in NY ($55M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Ark-La-Tex Financial Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermed, P.a. 401(k) & Profit Sharing Plan in ME (870 participants, $146M 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 752838184.

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.