401(k) · DOL Form 5500 · 2024
Southwest Shipyard, L.P. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 302
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $46,098
- Avg per participant Low balance/head
Official DOL plan name: Southwest Shipyard L.P. 401(k) Savings and Retirement Plan · Sponsored by Southwest Shipyard, L.P. · Texas · Manufacturing
$14M in assets, 302 participants
Southwest Shipyard, L.P.'s Southwest Shipyard L.P. 401(k) Savings and Retirement Plan reported $14M in total assets and 302 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #8,954 in Manufacturing (17,777 peers)
Coverage in Texas
Southwest Shipyard L.P. 401(k) Savings and Retirement Plan covers 302 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $14M.
- #8,954
- in Manufacturing (17,777 peers)
- +9.6%
- assets growth YoY
Southwest Shipyard L.P. 401(k) Savings and Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Southwest Shipyard L.P. 401(k) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,921,687 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Southwest Shipyard L.P. 401(k) Savings and Retirement 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 Shipyard L.P. 401(k) Savings and Retirement Plan sits mid-pack in the medium band (302 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwest Shipyard L.P. 401(k) Savings and Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Southwest Shipyard L.P. 401(k) Savings and Retirement Plan reported participants rose from 239 in the plan year 2023 filing to 302 in the plan year 2024 filing.
- Southwest Shipyard L.P. 401(k) Savings and Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 760515702 · Southwest Shipyard, L.P. PY 2024 · 401(k)
Southwest Shipyard L.P. 401(k) Savings and Retirement Plan · $14M · 302 · 63rd
- NET $14M
- NET 302
- NET 63rd
- NET 401(k)
- NET near Coral Springs Auto Mall 401(k) Retirement Plan
- NET ind #8954
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 Manufacturing retirement plans → · Plans in Texas →
Southwest Shipyard L.P. 401(k) Savings and Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 760515702 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Shipyard, L.P.)
Sponsor-wide plan assets over time
All Southwest Shipyard, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 28.5056301629673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $11M |
| 2023 | 1 | 239 | $13M |
| 2024 | 1 | 302 | $14M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Southwest Shipyard L.P. 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Coral Springs Auto Mall 401(k) Retirement Plan in FL ($14M); by covered participants it is Sunworks 401(k) Plan & Trust in DE (302 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Coral Springs Auto Mall 401(k) Retirement Plan (FL) $14M · 326
- Solar Mosaic, LLC 401(k) Plan (MO) $14M · 157
- Ben Mynatt Family of Dealerships 401(k) Plan (NC) $14M · 141
- Kong Company 401(k) Plan (CO) $14M · 233
Similar participant headcount
Nearest other-state filings by covered participants (302 participants); asset peers above are excluded.
- Sunworks 401(k) Plan & Trust (DE) 302 · 0 off
- Seiler LLP 401(k) Plan (CA) 302 · 0 off
- Aafcpas, Inc 401(k) Savings Plan (MA) 302 · 0 off
- Gracent, LLC 401(k) Plan (IL) 302 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.