401(k) · DOL Form 5500 · 2023
Southwest Texas Equipment Distributors, Inc. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 260
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $71,079
- Avg per participant Below avg balance/head
Official DOL plan name: Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan · Sponsored by Southwest Texas Equipment Distributors, Inc. · Texas · Wholesale Trade
$18M in assets, 260 participants
Southwest Texas Equipment Distributors, Inc.'s Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan reported $18M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #4,261 in Wholesale Trade (6,309 peers)
Coverage in Texas
Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan covers 260 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $18M.
- #4,261
- in Wholesale Trade (6,309 peers)
- +5.4%
- assets growth YoY
Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan's outsized position by total assets
Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,480,419 Top 29% higher than 71% 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
Southwest Texas Equipment Distributors, Inc. Profit Sharing 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. Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan sits mid-pack in the medium band (260 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $942K in the plan year 2023 filing.
- Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan reported participants fell from 273 in the plan year 2022 filing to 260 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 742584530 · Southwest Texas Equipment Distributors, Inc. PY 2023 · 401(k)
Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan · $18M · 260 · 71st
- EBSA $18M
- EBSA 260
- EBSA 71st
- EBSA 401(k)
- EBSA near Central Electric Power Association 401(k) Plan
- EBSA ind #4261
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 Texas →
Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $942K |
| Employer EIN | 742584530 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Texas Equipment Distributors, Inc.)
Sponsor-wide plan assets over time
All Southwest Texas Equipment Distributors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 11.558261237645057% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $18M |
| 2023 | 1 | 260 | $18M |
| 2024 | 1 | 232 | $20M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Central Electric Power Association 401(k) Plan in MS ($18M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Central Electric Power Association 401(k) Plan (MS) $18M · 98
- Yamada North America Inc. Associates Retirement Plan (OH) $18M · 307
- Empower Profit Sharing Plan (AZ) $18M · 44
- Turn 5, Inc 401(k) Plan (PA) $18M · 529
Similar participant headcount
Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.
- Roofing Wholesale Co., Inc. 401(k) Plan (AZ) 260 · 0 off
- Esp, Inc. 401(k) Plan (FL) 260 · 0 off
- Athenex Inc 401(k) Profit Sharing Plan and Trust (NY) 260 · 0 off
- Assets, Inc. 401(k) Plan (AK) 260 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.