401(k) · DOL Form 5500 · 2023

Setex, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
373
Participants Below avg headcount
86th
Percentile by assets National rank
$140,597
Avg per participant Near avg balance/head
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Official DOL plan name: Setex, Inc. Tax Deferred Savings Plan and Trust · Sponsored by Setex, Inc. · Ohio · Wholesale Trade

$52M in assets, 373 participants

Setex, Inc.'s Setex, Inc. Tax Deferred Savings Plan and Trust reported $52M in total assets and 373 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,517 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Setex, Inc. Tax Deferred Savings Plan and Trust covers 373 participants in Ohio, about 49% of the average Ohio filer (state average ~765 per filing). Assets: $52M.

#5,517
in Wholesale Trade (6,309 peers)
+8.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Setex, Inc. Tax Deferred Savings Plan and Trust's outsized position by total assets

Setex, Inc. Tax Deferred Savings Plan and Trust vs every filed plan by assets

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

$52,442,526 Top 14% higher than 86% 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

Setex, Inc. Tax Deferred Savings Plan and 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. Setex, Inc. Tax Deferred Savings Plan and Trust sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Setex, Inc. Tax Deferred Savings Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Setex, Inc. Tax Deferred Savings Plan and Trust reported participants fell from 414 in the plan year 2022 filing to 373 in the plan year 2023 filing.
  • Setex, Inc. Tax Deferred Savings Plan and Trust end-of-year assets rose from $48M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341570556 · Setex, Inc. PY 2023 · 401(k)

Setex, Inc. Tax Deferred Savings Plan and Trust · $52M · 373 · 86th

  • IND $52M
  • EOY 373
  • 5500 86th
  • ASSETS 401(k)
  • PCT near Strategic Analysis, Inc. Profit Sharing and 401(k) Plan
  • EIN ind #5517

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 Wholesale Trade retirement plans → · Plans in Ohio →

Setex, Inc. Tax Deferred Savings Plan and Trust in the asset neighbourhood

Strategic Analysis, Inc. Profit Sharing and 401(k) PlanStrategic Analysis, Inc. Pro…$52MViejas Retirement Program$52MArena Energy, LLC Profit Sharing and 401(k) PlanArena Energy, LLC Profit Sha…$52MSetex, Inc. Tax Deferred Savings Plan and TrustSetex, Inc. Tax Deferred Sav…$52MNorthtown Automotive Companies, Inc. 401(k) PlanNorthtown Automotive Compani…$52M
End-of-year total assets ($M) among Setex, Inc. Tax Deferred Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$4M
Employer EIN341570556
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Setex, Inc.)

Sponsor-wide plan assets over time

All Setex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 8.578342665009583% vs 2022
2024 filing year
$46M$48M$50M$52M$54M 202220232024 $48.4M $52.5M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 414 $48M
2023 1 373 $52M
2024 1 369 $52M

Nearby 401(k) Plans in Ohio

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

Setex, Inc. Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Setex, Inc. Tax Deferred Savings Plan and Trust, Total assets ($B): 0.052442526 · Participants: 373Setex, Inc. Tax Deferred Savings Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Setex, Inc. Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Setex, Inc. Tax Deferred Savings Plan and Trust side-by-side with 3 peers →

Setex, Inc. Tax Deferred Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Strategic Analysis, Inc. Profit Sharing and 401(k) Plan in VA ($52M); by covered participants it is Stupp Bros., Inc. 401(k) and Employee Thrift Plan in MO (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Setex, Inc. Tax Deferred Savings Plan and Trust assets move in 2023? ▼
Setex, Inc. Tax Deferred Savings Plan and Trust grew at a solid clip - up 8.5% during 2023, from $48M to $52M. Reported net income was $4M.
How have Setex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Setex, Inc.'s sponsor-wide assets grew 8.6%, from $48M to $52M.
Where does Setex, Inc. Tax Deferred Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Setex, Inc. Tax Deferred Savings Plan and Trust ranks in the 86th 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 Setex, Inc. Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Strategic Analysis, Inc. Profit Sharing and 401(k) Plan in VA ($52M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Setex, Inc. Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stupp Bros., Inc. 401(k) and Employee Thrift Plan in MO (373 participants, $44M 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 341570556.

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.