401(k) · DOL Form 5500 · 2024

Suntex Marina Investors, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1,156
Participants Near avg headcount
66th
Percentile by assets National rank
$14,011
Avg per participant Low balance/head
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Official DOL plan name: Smi 401(k) Plan · Sponsored by Suntex Marina Investors, LLC · Texas · Arts, Entertainment & Recreation

$16M in assets, 1,156 participants

Suntex Marina Investors, LLC's Smi 401(k) Plan reported $16M in total assets and 1,156 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #2,329 in Arts, Entertainment & Recreation (2,921 peers)

Suntex Marina Investors, LLC multi-year trail

Suntex Marina Investors, LLC's plans moved +126.7% in assets from 2022 to 2024; this filing shows Smi 401(k) Plan at $16M / 1,156 participants.

#2,329
in Arts, Entertainment & Recreation (2,921 peers)
+40.2%
assets growth YoY

Smi 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

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

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

$16,196,272 Top 34% higher than 66% 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

Smi 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smi 401(k) Plan lands in the large band (1,156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smi 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Smi 401(k) Plan reported participants rose from 1,061 in the plan year 2023 filing to 1,156 in the plan year 2024 filing.
  • Smi 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 474500502 · Suntex Marina Investors, LLC PY 2024 · 401(k)

Smi 401(k) Plan · $16M · 1,156 · 66th

  • TYPE $16M
  • NET 1,156
  • BOOK 66th
  • VS-ST 401(k)
  • BOY near Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions
  • SCH ind #2329

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Smi 401(k) Plan in the asset neighbourhood

Smi 401(k) Plan$16MWheatland Bank Employee Stock Ownership Plan with 401(k) ProvisionsWheatland Bank Employee Stoc…$16MBalboa Travel, Inc. Profit Sharing and 401(k) PlanBalboa Travel, Inc. Profit S…$16MCfsc Shared Services, LLC 401(k) PlanCfsc Shared Services, LLC 40…$16MBoston Interiors Home Furnishings 401(k) PlanBoston Interiors Home Furnis…$16M
End-of-year total assets ($M) among Smi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Suntex Marina Investors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Suntex Marina Investors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 126.71016957764671% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.14M $16.2M ▲ +126.9%
Year Plans Participants Total Assets
2022 1 751 $7M
2023 1 1,061 $12M
2024 1 1,156 $16M

Suntex Marina Investors, LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$5M
Employer EIN474500502
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Smi 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Smi 401(k) Plan, Total assets ($B): 0.016196272 · Participants: 1156Smi 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Smi 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Smi 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions in WA ($16M); by covered participants it is Washington Fruit Retirement Savings Plan in WA (1,156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,156 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 Smi 401(k) Plan assets move in 2024? ▼
Smi 401(k) Plan surged - up 40.2% during 2024, from $12M to $16M. Reported net income was $5M.
How have Suntex Marina Investors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suntex Marina Investors, LLC's sponsor-wide assets grew 126.7%, from $7M to $16M.
Which 401(k) plans are similar in size to Smi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wheatland Bank Employee Stock Ownership Plan with 401(k) Provisions in WA ($16M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Smi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Washington Fruit Retirement Savings Plan in WA (1,156 participants, $16M 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 474500502.

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.