401(k) · DOL Form 5500 · 2023

Self Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
302
Participants Below avg headcount
64th
Percentile by assets National rank
$42,095
Avg per participant Low balance/head
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Official DOL plan name: Self Financial, Inc. 401(k) Plan · Sponsored by Self Financial, Inc. · Texas · Finance & Insurance

$13M in assets, 302 participants

Self Financial, Inc.'s Self Financial, Inc. 401(k) Plan reported $13M in total assets and 302 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.

  • #4,320 in Finance & Insurance (8,869 peers)

Coverage in Texas

Self Financial, Inc. 401(k) Plan covers 302 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#4,320
in Finance & Insurance (8,869 peers)
+100.8%
assets growth YoY

Self Financial, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Self Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$12,712,607 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

Self Financial, Inc. 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. Self Financial, Inc. 401(k) Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Self Financial, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Self Financial, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Self Financial, Inc. 401(k) Plan reported participants rose from 206 in the plan year 2022 filing to 302 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 473596202 · Self Financial, Inc. PY 2023 · 401(k)

Self Financial, Inc. 401(k) Plan · $13M · 302 · 64th

  • ASSETS $13M
  • PCT 302
  • EIN 64th
  • RANK 401(k)
  • PHOTO near Diagnostic Imaging Consultants 401(k) Plan
  • IND ind #4320

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 →

Self Financial, Inc. 401(k) Plan in the asset neighbourhood

Self Financial, Inc. 401(k) PlanSelf Financial, Inc. 401(k) …$13MDiagnostic Imaging Consultants 401(k) PlanDiagnostic Imaging Consultan…$13MWoodvine Group, LLC 401(k) Retirement PlanWoodvine Group, LLC 401(k) R…$13MCity First Bank, N.a. 401(k) Profit Sharing PlanCity First Bank, N.a. 401(k)…$13MAlexander Youth Network 401(k) Profit Sharing PlanAlexander Youth Network 401(…$13M
End-of-year total assets ($M) among Self Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$13M
Net Income$6M
Employer EIN473596202
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Self Financial, Inc.)

Sponsor-wide plan assets over time

All Self Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 173.65474999960503% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.33M $17.3M ▲ +173.6%
Year Plans Participants Total Assets
2022 1 206 $6M
2023 1 302 $13M
2024 1 293 $17M

Nearby 401(k) Plans in Texas

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

Self Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Self Financial, Inc. 401(k) Plan, Total assets ($B): 0.012712607 · Participants: 302Self Financial, Inc. 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
Self Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Self Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Self Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Diagnostic Imaging Consultants 401(k) Plan in TN ($13M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Self Financial, Inc. 401(k) Plan assets move in 2023? ▼
Self Financial, Inc. 401(k) Plan surged - up 100.8% during 2023, from $6M to $13M. Reported net income was $6M.
How have Self Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self Financial, Inc.'s sponsor-wide assets grew 173.7%, from $6M to $17M.
Which 401(k) plans are similar in size to Self Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diagnostic Imaging Consultants 401(k) Plan in TN ($13M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Self Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Village Group USA Retirement Savings Plan in NJ (302 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 473596202.

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.