401(k) · DOL Form 5500 · 2024

Self Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
293
Participants Below avg headcount
67th
Percentile by assets National rank
$59,119
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Self Financial, Inc. 401(k) Plan · Sponsored by Self Financial, Inc. · Texas · Finance & Insurance

$17M in assets, 293 participants

Self Financial, Inc.'s Self Financial, Inc. 401(k) Plan reported $17M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,437 in Finance & Insurance (8,549 peers)

Coverage in Texas

Self Financial, Inc. 401(k) Plan covers 293 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#4,437
in Finance & Insurance (8,549 peers)
+36.3%
assets growth YoY

Self Financial, Inc. 401(k) Plan's outsized position by total assets

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

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

$17,321,771 Top 33% higher than 67% 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

Self Financial, Inc. 401(k) 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. Self Financial, Inc. 401(k) Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Self Financial, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Self Financial, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Self Financial, Inc. 401(k) Plan reported participants fell from 302 in the plan year 2023 filing to 293 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 473596202 · Self Financial, Inc. PY 2024 · 401(k)

Self Financial, Inc. 401(k) Plan · $17M · 293 · 67th

  • ASSETS $17M
  • PCT 293
  • EIN 67th
  • RANK 401(k)
  • PHOTO near Environmental Alternatives Dba Ea Family Services 403(b) Plan
  • IND ind #4437

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 Finance & Insurance retirement plans → · Plans in Texas →

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

Self Financial, Inc. 401(k) PlanSelf Financial, Inc. 401(k) …$17MEnvironmental Alternatives Dba Ea Family Services 403(b) PlanEnvironmental Alternatives D…$17MCornell Forge Company 401(k) PlanCornell Forge Company 401(k)…$17MValley Communications Systems, Inc. Flexible Compensation Profit Sharing PlanValley Communications System…$17MDocmagic 401(k) Retirement PlanDocmagic 401(k) Retirement P…$17M
End-of-year total assets ($M) among Self Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN473596202
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Self Financial, Inc.)

Sponsor-wide plan assets over time

All Self Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 173.65474999960503% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.33M $17.3M ▲ +173.6%
Year Plans Participants Total Assets
2022 1 206 $6M
2023 1 302 $13M
2024 1 293 $17M

Nearby 401(k) Plans in Texas

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

Self Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Self Financial, Inc. 401(k) Plan, Total assets ($B): 0.017321771 · Participants: 293Self Financial, 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
Self Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Self Financial, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Environmental Alternatives Dba Ea Family Services 403(b) Plan in CA ($17M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Self Financial, Inc. 401(k) Plan assets move in 2024? ▼
Self Financial, Inc. 401(k) Plan surged - up 36.3% during 2024, from $13M to $17M. Reported net income was $5M.
How have Self Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self Financial, Inc.'s sponsor-wide assets grew 173.7%, from $6M to $17M.
Which 401(k) plans are similar in size to Self Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Environmental Alternatives Dba Ea Family Services 403(b) Plan in CA ($17M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Self Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 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 473596202.

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.