401(k) · DOL Form 5500 · 2023

Sxsw LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
155
Participants Small participant base
74th
Percentile by assets National rank
$139,669
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sxsw 401(k) Plan · Sponsored by Sxsw LLC · Texas · Educational Services

$22M in assets, 155 participants

Sxsw LLC's Sxsw 401(k) Plan reported $22M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,142 in Educational Services (3,735 peers)

Coverage in Texas

Sxsw 401(k) Plan covers 155 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#2,142
in Educational Services (3,735 peers)
+7.7%
assets growth YoY

Sxsw 401(k) Plan's outsized position by total assets

Sxsw 401(k) Plan vs every filed plan by assets

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

$21,648,707 Top 26% higher than 74% 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

Sxsw 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. Sxsw 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sxsw 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sxsw 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Sxsw 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461604402 · Sxsw LLC PY 2023 · 401(k)

Sxsw 401(k) Plan · $22M · 155 · 74th

  • VS-ST $22M
  • VS-ST 155
  • VS-ST 74th
  • VS-ST 401(k)
  • VS-ST near Clark Material Handling Company Employee 401(k) Retirement Savings Plan
  • VS-ST ind #2142

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 Educational Services retirement plans → · Plans in Texas →

Sxsw 401(k) Plan in the asset neighbourhood

Sxsw 401(k) Plan$22MClark Material Handling Company Employee 401(k) Retirement Savings PlanClark Material Handling Comp…$22MAztec Engineering Group, Inc. 401(k) Profit Sharing PlanAztec Engineering Group, Inc…$22MEntertainment One 401(k) Plan$22MCitizens National Bank 401(k) Profit Sharing PlanCitizens National Bank 401(k…$22M
End-of-year total assets ($M) among Sxsw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN461604402
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sxsw LLC)

Sponsor-wide plan assets over time

All Sxsw LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 14.728247138140752% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $20.1M $23.1M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 144 $20M
2023 1 155 $22M
2024 1 178 $23M

Nearby 401(k) Plans in Texas

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

Sxsw 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sxsw 401(k) Plan, Total assets ($B): 0.021648707 · Participants: 155Sxsw 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
Sxsw 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Sxsw 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Clark Material Handling Company Employee 401(k) Retirement Savings Plan in KY ($22M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Sxsw 401(k) Plan assets move in 2023?
Sxsw 401(k) Plan grew at a solid clip - up 7.7% during 2023, from $20M to $22M. Reported net income was $2M.
How have Sxsw LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Sxsw LLC's sponsor-wide assets grew 14.7%, from $20M to $23M.
Which 401(k) plans are similar in size to Sxsw 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Clark Material Handling Company Employee 401(k) Retirement Savings Plan in KY ($22M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Sxsw 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M in assets).