401(k) · DOL Form 5500 · 2023

B. W. Sinclair, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
34
Participants Small participant base
43rd
Percentile by assets National rank
$138,553
Avg per participant Near avg balance/head
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Official DOL plan name: B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by B. W. Sinclair, Inc. · Texas · Manufacturing

$5M in assets, 34 participants

B. W. Sinclair, Inc.'s B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,945 in Manufacturing (18,722 peers)

B. W. Sinclair, Inc. multi-year trail

B. W. Sinclair, Inc.'s plans moved +33.5% in assets from 2022 to 2024; this filing shows B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust at $5M / 34 participants.

#4,945
in Manufacturing (18,722 peers)
+15.8%
assets growth YoY

B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,710,786 43rd percentile higher than 43% 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

B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$492K in the plan year 2022 filing to $642K in the plan year 2023 filing.
  • B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 35 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752066340 · B. W. Sinclair, Inc. PY 2023 · 401(k)

B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust · $5M · 34 · 43rd

  • EOY $5M
  • EOY 34
  • EOY 43rd
  • EOY 401(k)
  • EOY near Employee Benefit Plan of Coastal Community Action, Inc.
  • EOY ind #4945

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 →

B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & TrustB.W. Sinclair, Inc. 401(k) P…$5MEmployee Benefit Plan of Coastal Community Action, Inc.Employee Benefit Plan of Coa…$5MAndrus Transportation Services, Inc. 401(k) PlanAndrus Transportation Servic…$5MMissouri Star Quilt Company 401(k) PlanMissouri Star Quilt Company …$5MTangram International Exhibitions, Inc. 401(k) Safe Harbor Profit Sharing PlanTangram International Exhibi…$5M
End-of-year total assets ($M) among B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

B. W. Sinclair, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All B. W. Sinclair, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.52758141717365% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.07M $5.43M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 35 $4M
2023 1 34 $5M
2024 1 30 $5M

B. W. Sinclair, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$642K
Employer EIN752066340
Plan Effective Date1992-02-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004710786 · Participants: 34B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & TrustAT&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
B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Employee Benefit Plan of Coastal Community Action, Inc. in NC ($5M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 15.8% during 2023, from $4M to $5M. Reported net income was $642K.
How have B. W. Sinclair, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B. W. Sinclair, Inc.'s sponsor-wide assets grew 33.5%, from $4M to $5M.
Which 401(k) plans are similar in size to B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Coastal Community Action, Inc. in NC ($5M, 84 participants).
Which 401(k) plans cover a similar participant headcount to B.W. Sinclair, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 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 752066340.

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.