Profit Sharing · DOL Form 5500 · 2024

Texo Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
37th
Percentile by assets National rank
$277,803
Avg per participant High balance/head
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Official DOL plan name: Texo Enterprises, Inc. Retirement Plan · Sponsored by Texo Enterprises, Inc. · Kentucky · Retail Trade

$4M in assets, 13 participants

Texo Enterprises, Inc.'s Texo Enterprises, Inc. Retirement Plan reported $4M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,864 in Retail Trade (8,048 peers)

Texo Enterprises, Inc. multi-year trail

Texo Enterprises, Inc.'s plans moved +13.0% in assets from 2022 to 2024; this filing shows Texo Enterprises, Inc. Retirement Plan at $4M / 13 participants.

#3,864
in Retail Trade (8,048 peers)
+4.0%
assets growth YoY

Texo Enterprises, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Texo Enterprises, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,611,444 37th percentile higher than 37% of 123,620 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 2024

Texo Enterprises, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texo Enterprises, Inc. Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texo Enterprises, Inc. Retirement Plan reported net income fell from $276K in the plan year 2023 filing to $141K in the plan year 2024 filing.
  • Texo Enterprises, Inc. Retirement Plan reported participants fell from 16 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Texo Enterprises, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473900638 · Texo Enterprises, Inc. PY 2024 · Profit Sharing

Texo Enterprises, Inc. Retirement Plan · $4M · 13 · 37th

  • PART $4M
  • TYPE 13
  • NET 37th
  • BOOK Profit Sharing
  • VS-ST near Michael G. Hines, an Accountancy Corp. Profit Sharing Plan
  • BOY ind #3864

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 Retail Trade retirement plans → · Plans in Kentucky →

Texo Enterprises, Inc. Retirement Plan in the asset neighbourhood

Southern California Health & Rehabilitation Program Profit Sharing PlanSouthern California Health &…$4MTexo Enterprises, Inc. Retirement PlanTexo Enterprises, Inc. Retir…$4MMichael G. Hines, an Accountancy Corp. Profit Sharing PlanMichael G. Hines, an Account…$4MPeterson's Oil Service, Inc.Profit Sharing PlanPeterson's Oil Service, Inc.…$4MWest Ohio Community Action Partnership 403(b) PlanWest Ohio Community Action P…$4M
End-of-year total assets ($M) among Texo Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Texo Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Texo Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 13.029323606891593% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.2M $3.61M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 15 $3M
2023 1 16 $3M
2024 1 13 $4M

Texo Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$141K
Employer EIN473900638
Plan Effective Date2015-05-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Texo Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Texo Enterprises, Inc. Retirement Plan, Total assets ($B): 0.003611444 · Participants: 13Texo Enterprises, Inc. Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.941175586 · Participants: 29259Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.310607828 · Participants: 1368IBEW Local 150 Supplemental Pension FundMed Center Health Retirement Savings Plan, Total assets ($B): 0.098723351 · Participants: 3155Med Center Health Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.038855365 · Participants: 594Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.038566019 · Participants: 220Ball Homes, LLC Retirement Plan
Texo Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Texo Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Texo Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Michael G. Hines, an Accountancy Corp. Profit Sharing Plan in CA ($4M); by covered participants it is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Texo Enterprises, Inc. Retirement Plan assets move in 2024? ▼
Texo Enterprises, Inc. Retirement Plan edged up modestly - up 4.0% during 2024, from $3M to $4M. Reported net income was $141K.
How have Texo Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texo Enterprises, Inc.'s sponsor-wide assets grew 13.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Texo Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Michael G. Hines, an Accountancy Corp. Profit Sharing Plan in CA ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Texo Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473900638.

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.