401(k) · DOL Form 5500 · 2024

Shipwell, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
77
Participants Small participant base
40th
Percentile by assets National rank
$58,492
Avg per participant Low balance/head
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Official DOL plan name: Shipwell, Inc. 401(k) Plan · Sponsored by Shipwell, Inc. · Texas · Professional & Technical Services

$5M in assets, 77 participants

Shipwell, Inc.'s Shipwell, Inc. 401(k) Plan reported $5M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,571 in Professional & Technical Services (20,173 peers)

Shipwell, Inc. multi-year trail

Shipwell, Inc.'s plans moved +55.9% in assets from 2022 to 2024; this filing shows Shipwell, Inc. 401(k) Plan at $5M / 77 participants.

#7,571
in Professional & Technical Services (20,173 peers)
-5.5%
assets change YoY

The plan reported a net loss of $261K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shipwell, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shipwell, Inc. 401(k) Plan vs every filed plan by assets

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

$4,503,899 40th percentile higher than 40% 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

Shipwell, Inc. 401(k) 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. Shipwell, Inc. 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shipwell, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$261K in the plan year 2024 filing.
  • Shipwell, Inc. 401(k) Plan reported participants fell from 130 in the plan year 2023 filing to 77 in the plan year 2024 filing.
  • Shipwell, Inc. 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813192507 · Shipwell, Inc. PY 2024 · 401(k)

Shipwell, Inc. 401(k) Plan · $5M · 77 · 40th

  • PHOTO $5M
  • IND 77
  • EOY 40th
  • 5500 401(k)
  • ASSETS near Instructional Empowerment Inc 401(k) Profit Sharing Plan & Trust
  • PCT ind #7571

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 Professional & Technical Services retirement plans → · Plans in Texas →

Shipwell, Inc. 401(k) Plan in the asset neighbourhood

Shipwell, Inc. 401(k) Plan$5MInstructional Empowerment Inc 401(k) Profit Sharing Plan & TrustInstructional Empowerment In…$5MGuaranteed Returns 401(k) Profit Sharing PlanGuaranteed Returns 401(k) Pr…$5MPritchett Trucking, Inc. 401(k) PlanPritchett Trucking, Inc. 401…$5MSpringboard Social Enterprises Retirement PlanSpringboard Social Enterpris…$5M
End-of-year total assets ($M) among Shipwell, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shipwell, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shipwell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 55.90230134126062% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.89M $4.5M ▲ +55.7%
Year Plans Participants Total Assets
2022 1 145 $3M
2023 1 130 $5M
2024 1 77 $5M

Shipwell, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$261K
Employer EIN813192507
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Shipwell, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shipwell, Inc. 401(k) Plan, Total assets ($B): 0.004503899 · Participants: 77Shipwell, Inc. 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
Shipwell, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shipwell, Inc. 401(k) Plan side-by-side with 3 peers →

Shipwell, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Instructional Empowerment Inc 401(k) Profit Sharing Plan & Trust in PA ($5M); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Shipwell, Inc. 401(k) Plan assets move in 2024? ▼
Shipwell, Inc. 401(k) Plan pulled back noticeably - down 5.5% during 2024, from $5M to $5M. Reported net income was -$261K.
How have Shipwell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shipwell, Inc.'s sponsor-wide assets grew 55.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Shipwell, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Instructional Empowerment Inc 401(k) Profit Sharing Plan & Trust in PA ($5M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Shipwell, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants, N/A 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 813192507.

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.