401(k) · DOL Form 5500 · 2023

Sobel Westex, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
135
Participants Small participant base
53rd
Percentile by assets National rank
$57,689
Avg per participant Low balance/head
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Official DOL plan name: Sobel Westex, Inc. Profit Sharing 401(k) Plan · Sponsored by Sobel Westex, Inc. · Nevada · Other Services

$8M in assets, 135 participants

Sobel Westex, Inc.'s Sobel Westex, Inc. Profit Sharing 401(k) Plan reported $8M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,709 in Other Services (7,857 peers)

Coverage in Nevada

Sobel Westex, Inc. Profit Sharing 401(k) Plan covers 135 participants in Nevada, about 21% of the average Nevada filer (state average ~636 per filing). Assets: $8M.

#5,709
in Other Services (7,857 peers)
+17.1%
assets growth YoY

Sobel Westex, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Other Services and all filers

Sobel Westex, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$7,787,968 Top 47% higher than 53% 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

Sobel Westex, Inc. Profit Sharing 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. Sobel Westex, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sobel Westex, Inc. Profit Sharing 401(k) Plan reported net income rose from -$915K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sobel Westex, Inc. Profit Sharing 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Sobel Westex, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 880174980 · Sobel Westex, Inc. PY 2023 · 401(k)

Sobel Westex, Inc. Profit Sharing 401(k) Plan · $8M · 135 · 53rd

  • EIN $8M
  • RANK 135
  • PHOTO 53rd
  • IND 401(k)
  • EOY near Patel Consultants 401(k) Plan
  • 5500 ind #5709

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 Other Services retirement plans → · Plans in Nevada →

Sobel Westex, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Sobel Westex, Inc. Profit Sharing 401(k) PlanSobel Westex, Inc. Profit Sh…$8MPatel Consultants 401(k) Plan$8MHotel Valencia Corporation 401(k) PlanHotel Valencia Corporation 4…$8MStanford Sierra Youth & Families 403b PlanStanford Sierra Youth & Fami…$8MThe Orden Company, LLC 401(k) PlanThe Orden Company, LLC 401(k…$8M
End-of-year total assets ($M) among Sobel Westex, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nevada filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN880174980
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sobel Westex, Inc.)

Sponsor-wide plan assets over time

All Sobel Westex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 17.88036290665161% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.65M $7.84M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 113 $7M
2023 1 135 $8M
2024 1 133 $8M

Nearby 401(k) Plans in Nevada

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

Sobel Westex, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Sobel Westex, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.007787968 · Participants: 135Sobel Westex, Inc. Profit Sharing 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Sobel Westex, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Sobel Westex, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Sobel Westex, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Patel Consultants 401(k) Plan in NJ ($8M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Sobel Westex, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Sobel Westex, Inc. Profit Sharing 401(k) Plan grew sharply - up 17.1% during 2023, from $7M to $8M. Reported net income was $1M.
How have Sobel Westex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sobel Westex, Inc.'s sponsor-wide assets grew 17.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Sobel Westex, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patel Consultants 401(k) Plan in NJ ($8M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Sobel Westex, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 880174980.

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.