401(k) · DOL Form 5500 · 2024
Ledwell & Son Enterprises, Inc. 401(k) Plan
Data updated 2026-08-11
- $69M
- Total assets
- 452
- Participants
- 87th
- Percentile by assets
- $151,658
- Avg per participant
Official DOL plan name: Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust · Sponsored by Ledwell & Son Enterprises, Inc. · Texas · Manufacturing
$69M in assets, 452 participants
Ledwell & Son Enterprises, Inc.'s Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust reported $69M in total assets and 452 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #14,518 in Manufacturing (17,777 peers)
Where Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust sits by assets
Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $69M for 452 participants (~$151,658/participant), up 13.8% in 2024.
- $69M
- total plan assets (2024 EOY)
- 452
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $151,658
- avg assets per participant
Where Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust sits by total assets
Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,549,422 Top 13% higher than 87% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust end-of-year assets rose from $60M in the plan year 2023 filing to $69M in the plan year 2024 filing.
- Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust reported participants rose from 405 in the plan year 2023 filing to 452 in the plan year 2024 filing.
Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust vs the 2024 asset distribution
By assets, Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $8M |
| Employer EIN | 751090276 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ledwell & Son Enterprises, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $53M |
| 2023 | 1 | 405 | $60M |
| 2024 | 1 | 452 | $69M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust's numbers.
- By total assets, Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Ledwell & Son Enterprises, Inc.'s sponsor-wide assets have grown 29.6% since 2022 across 3 plan years on file. More Manufacturing plans