401(k) · DOL Form 5500 · 2024

Utex Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
439
Participants Below avg headcount
71st
Percentile by assets National rank
$47,126
Avg per participant Low balance/head
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Official DOL plan name: Utex Industries, Inc. Employees' 401(k) Plan · Sponsored by Utex Industries, Inc. · Texas · Manufacturing

$21M in assets, 439 participants

Utex Industries, Inc.'s Utex Industries, Inc. Employees' 401(k) Plan reported $21M in total assets and 439 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #10,770 in Manufacturing (17,777 peers)

Utex Industries, Inc. multi-year trail

Utex Industries, Inc.'s plans moved +23.9% in assets from 2022 to 2024; this filing shows Utex Industries, Inc. Employees' 401(k) Plan at $21M / 439 participants.

#10,770
in Manufacturing (17,777 peers)
+7.1%
assets growth YoY

Utex Industries, Inc. Employees' 401(k) Plan's outsized position by total assets

Utex Industries, Inc. Employees' 401(k) Plan vs every filed plan by assets

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

$20,688,456 Top 29% higher than 71% 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

Utex Industries, Inc. Employees' 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. Utex Industries, Inc. Employees' 401(k) Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utex Industries, Inc. Employees' 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Utex Industries, Inc. Employees' 401(k) Plan reported participants fell from 583 in the plan year 2023 filing to 439 in the plan year 2024 filing.
  • Utex Industries, Inc. Employees' 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 462738160 · Utex Industries, Inc. PY 2024 · 401(k)

Utex Industries, Inc. Employees' 401(k) Plan · $21M · 439 · 71st

  • EBSA $21M
  • PART 439
  • TYPE 71st
  • NET 401(k)
  • BOOK near Kbi Services, Inc. 401(k) & Profit Sharing Plan
  • VS-ST ind #10770

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 →

Utex Industries, Inc. Employees' 401(k) Plan in the asset neighbourhood

Utex Industries, Inc. Employees' 401(k) PlanUtex Industries, Inc. Employ…$21MKbi Services, Inc. 401(k) & Profit Sharing PlanKbi Services, Inc. 401(k) & …$21MMills-James Inc 401(k) Profit Sharing Plan & TrustMills-James Inc 401(k) Profi…$21MFineline Technologies, Inc. 401(k) PlanFineline Technologies, Inc. …$21MKingspan Insulation LLC 401(k) PlanKingspan Insulation LLC 401(…$21M
End-of-year total assets ($M) among Utex Industries, Inc. Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utex Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Utex Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 23.85320820811143% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.7M $20.7M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 584 $17M
2023 1 583 $19M
2024 1 439 $21M

Utex Industries, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN462738160
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Utex Industries, Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Utex Industries, Inc. Employees' 401(k) Plan, Total assets ($B): 0.020688456 · Participants: 439Utex Industries, Inc. Employees' 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
Utex Industries, Inc. Employees' 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Utex Industries, Inc. Employees' 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Kbi Services, Inc. 401(k) & Profit Sharing Plan in NY ($21M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Utex Industries, Inc. Employees' 401(k) Plan assets move in 2024? ▼
Utex Industries, Inc. Employees' 401(k) Plan grew at a solid clip - up 7.1% during 2024, from $19M to $21M. Reported net income was $1M.
How have Utex Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utex Industries, Inc.'s sponsor-wide assets grew 23.9%, from $17M to $21M.
Which 401(k) plans are similar in size to Utex Industries, Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kbi Services, Inc. 401(k) & Profit Sharing Plan in NY ($21M, 846 participants).
Which 401(k) plans cover a similar participant headcount to Utex Industries, Inc. Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (439 participants, $54M 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 462738160.

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.