401(k) · DOL Form 5500 · 2024

Southwest Texas Equipment Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
232
Participants Below avg headcount
70th
Percentile by assets National rank
$84,336
Avg per participant Below avg balance/head
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Official DOL plan name: Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan · Sponsored by Southwest Texas Equipment Distributors, Inc. · Texas · Wholesale Trade

$20M in assets, 232 participants

Southwest Texas Equipment Distributors, Inc.'s Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan reported $20M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,994 in Wholesale Trade (6,080 peers)

Coverage in Texas

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan covers 232 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $20M.

#3,994
in Wholesale Trade (6,080 peers)
+5.9%
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 2024 · DOL Form 5500

$19,565,900 Top 30% higher than 70% 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

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 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 (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan reported net income rose from $942K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan reported participants fell from 260 in the plan year 2023 filing to 232 in the plan year 2024 filing.
  • Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 742584530 · Southwest Texas Equipment Distributors, Inc. PY 2024 · 401(k)

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan · $20M · 232 · 70th

  • VS-ST $20M
  • VS-ST 232
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near Volunteer Behavioral Health Salary Reduction Profit Sharing Plan
  • VS-ST ind #3994

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

Southwest Texas Equipment Distributors, Inc. Profit Sharing PlanSouthwest Texas Equipment Di…$20MVolunteer Behavioral Health Salary Reduction Profit Sharing PlanVolunteer Behavioral Health …$20MRiverside Metro Auto Group 401(k) PlanRiverside Metro Auto Group 4…$20MWallace Roberts & Todd, L.L.C. 401(k) PlanWallace Roberts & Todd, L.L.…$20MGary W. Clem, Inc. Dba Almaco Retirement PlanGary W. Clem, Inc. Dba Almac…$20M
End-of-year total assets ($M) among Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN742584530
Plan Effective Date1992-01-01
Filing StatusFILING 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
$17M$18M$19M$20M 202220232024 $17.5M $19.6M ▲ +11.6%
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.

Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan, Total assets ($B): 0.0195659 · Participants: 232Southwest Texas Equipment Distributors, Inc. Profit Sharing 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
Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan side-by-side with 3 peers →

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 Volunteer Behavioral Health Salary Reduction Profit Sharing Plan in TN ($20M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan assets move in 2024? ▼
Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan grew at a solid clip - up 5.9% during 2024, from $18M to $20M. Reported net income was $1M.
How have Southwest Texas Equipment Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Texas Equipment Distributors, Inc.'s sponsor-wide assets grew 11.6%, from $18M to $20M.
Which 401(k) plans are similar in size to Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Volunteer Behavioral Health Salary Reduction Profit Sharing Plan in TN ($20M, 601 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Therapy 401(k) Plan in OH (232 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 742584530.

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.