401(k) · DOL Form 5500 · 2023

Sfk Development, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 6
Participants Small participant base: 60th
Percentile by assets National rank: $1.8M
Avg per participant High balance/head

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Official DOL plan name: Sfk Development Investment Trust · Sponsored by Sfk Development, Inc. · Texas · Real Estate

$11M in assets, 6 participants

Sfk Development, Inc.'s Sfk Development Investment Trust reported $11M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#3,662 in Real Estate (4,727 peers)

What the 2023 filing shows

Sfk Development Investment Trust holds $11M for 6 participants - about $1.8M per participant, above the median plan by assets.

#3,662
in Real Estate (4,727 peers): +0.0%
assets growth YoY

Sfk Development Investment Trust's mid-pack asset rank among Real Estate and all filers

Sfk Development Investment Trust vs every filed plan by assets

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

$10,709,968 Top 40% higher than 60% 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

Sfk Development Investment Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sfk Development Investment Trust is a micro filing (6 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 262263479 · Sfk Development, Inc. PY 2023 · 401(k)

Sfk Development Investment Trust · $11M · 6 · 60th

EIN $11M
EIN 6
EIN 60th
EIN 401(k)
EIN near Formstack, LLC 401(k) Plan
EIN ind #3662

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 Real Estate retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Sfk Development Investment Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$11M
Employer EIN	262263479
Plan Effective Date	2008-03-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Sfk Development, Inc.)

Latest sponsor-wide plan assets: $11M 0% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$11M
2023	1	6	$11M

Nearby 401(k) Plans in Texas

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

Sfk Development Investment Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Sfk Development Investment Trust side-by-side with 3 peers →

Sfk Development Investment Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Formstack, LLC 401(k) Plan in IN ($11M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Formstack, LLC 401(k) Plan (IN) $11M · 253
Ken Grody Ford 401(k) Profit Sharing Plan (CA) $11M · 430
Cox, Graae & Spack Architects 401(k) Plan (DC) $11M · 28
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust (TN) $11M · 52

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Gears Over Gravity, Inc. 401(k) Plan (CA) 6 · 0 off
Shockco Oil Tools Inc. 401(k) Plan (UT) 6 · 0 off
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust (IL) 6 · 0 off
Br3 Enterprises Inc 401(k) Plan (MO) 6 · 0 off

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 Sfk Development Investment Trust assets move in 2023? ▼

Sfk Development Investment Trust held essentially flat - up 0.0% during 2023, from $11M to $11M.

How have Sfk Development, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Sfk Development, Inc.'s sponsor-wide assets grew 0.0%, from $11M to $11M.

Which 401(k) plans are similar in size to Sfk Development Investment Trust? ▼

Among 401(k) plans in other states, the closest by assets is Formstack, LLC 401(k) Plan in IN ($11M, 253 participants).

Which 401(k) plans cover a similar participant headcount to Sfk Development Investment Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 262263479.