Profit Sharing · DOL Form 5500 · 2023
West Texas Opportunities, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 201
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $19,848
- Avg per participant Low balance/head
Official DOL plan name: West Texas Opportunities, Inc. Profit Sharing Plan · Sponsored by West Texas Opportunities, Inc. · Texas · Healthcare & Social Assistance
$4M in assets, 201 participants
West Texas Opportunities, Inc.'s West Texas Opportunities, Inc. Profit Sharing Plan reported $4M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,568 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
West Texas Opportunities, Inc. Profit Sharing Plan covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $4M.
- #7,568
- in Healthcare & Social Assistance (17,684 peers)
- +14.9%
- assets growth YoY
West Texas Opportunities, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
West Texas Opportunities, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,989,547 40th percentile higher than 40% 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
West Texas Opportunities, Inc. Profit Sharing 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. West Texas Opportunities, Inc. Profit Sharing Plan sits mid-pack in the medium band (201 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Texas Opportunities, Inc. Profit Sharing Plan reported net income rose from -$906K in the plan year 2022 filing to $517K in the plan year 2023 filing.
- West Texas Opportunities, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- West Texas Opportunities, Inc. Profit Sharing Plan reported participants rose from 199 in the plan year 2022 filing to 201 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 751226644 · West Texas Opportunities, Inc. PY 2023 · Profit Sharing
West Texas Opportunities, Inc. Profit Sharing Plan · $4M · 201 · 40th
- ASSETS $4M
- ASSETS 201
- ASSETS 40th
- ASSETS Profit Sharing
- ASSETS near Partac Peat Corporation
- ASSETS ind #7568
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
West Texas Opportunities, Inc. Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $517K |
| Employer EIN | 751226644 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Texas Opportunities, Inc.)
Sponsor-wide plan assets over time
All West Texas Opportunities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 29.853984247760295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $3M |
| 2023 | 1 | 201 | $4M |
| 2024 | 1 | 176 | $5M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
West Texas Opportunities, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Partac Peat Corporation in NJ ($4M); by covered participants it is First Farmers & Merchants Bank Profit Sharing Plan in TN (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (201 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.