401(k) · DOL Form 5500 · 2023

Ledwell & Son Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
405
Participants Below avg headcount
87th
Percentile by assets National rank
$148,767
Avg per participant Above avg balance/head
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Official DOL plan name: Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust · Sponsored by Ledwell & Son Enterprises, Inc. · Texas · Manufacturing

$60M in assets, 405 participants

Ledwell & Son Enterprises, Inc.'s Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust reported $60M in total assets and 405 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.

  • #15,248 in Manufacturing (18,722 peers)

Where Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust sits by assets

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $60M for 405 participants (~$148,767/participant), up 13.9% in 2023.

#15,248
in Manufacturing (18,722 peers)
+13.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust's outsized position by total assets

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$60,250,826 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

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust 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. Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (405 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust reported net income rose from -$14M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust end-of-year assets rose from $53M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust reported participants fell from 418 in the plan year 2022 filing to 405 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751090276 · Ledwell & Son Enterprises, Inc. PY 2023 · 401(k)

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust · $60M · 405 · 87th

  • EIN $60M
  • RANK 405
  • PHOTO 87th
  • IND 401(k)
  • EOY near Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan
  • 5500 ind #15248

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 →

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust in the asset neighbourhood

Ledwell & Son Enterprises, Inc. 401(k) Plan & TrustLedwell & Son Enterprises, I…$60MCalegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing PlanCalegari & Morris, Accountan…$60MFirst Supply LLC Retirement PlanFirst Supply LLC Retirement …$60MEnt and Allergy Associates of Florida, LLC 401(k) PlanEnt and Allergy Associates o…$60MYork Capital Management 401(k) PlanYork Capital Management 401(…$60M
End-of-year total assets ($M) among Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$60M
Net Income$7M
Employer EIN751090276
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ledwell & Son Enterprises, Inc.)

Sponsor-wide plan assets over time

All Ledwell & Son Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 29.638829416745168% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $52.9M $68.6M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 418 $53M
2023 1 405 $60M
2024 1 452 $69M

Nearby 401(k) Plans in Texas

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

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust, Total assets ($B): 0.060250826 · Participants: 405Ledwell & Son Enterprises, Inc. 401(k) 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
Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan in CA ($60M); by covered participants it is Children's Specialty Group, PLLC 401(k) Profit Sharing Plan in VA (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust grew at a solid clip - up 13.9% during 2023, from $53M to $60M. Reported net income was $7M.
How have Ledwell & Son Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ledwell & Son Enterprises, Inc.'s sponsor-wide assets grew 29.6%, from $53M to $69M.
Where does Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust 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 Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan in CA ($60M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Children's Specialty Group, PLLC 401(k) Profit Sharing Plan in VA (405 participants, $197M 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 751090276.

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.