401(k) · DOL Form 5500 · 2024

Ledwell & Son Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
452
Participants Below avg headcount
87th
Percentile by assets National rank
$151,658
Avg per participant Above avg balance/head
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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.

  • #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.

#14,518
in Manufacturing (17,777 peers)
+13.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust's outsized position 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

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

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust 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. Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (452 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751090276 · Ledwell & Son Enterprises, Inc. PY 2024 · 401(k)

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust · $69M · 452 · 87th

  • VS-ST $69M
  • BOY 452
  • SCH 87th
  • EBSA 401(k)
  • PART near Truliant Federal Credit Union 401(k) Plan and Trust
  • TYPE ind #14518

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 →

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust in the asset neighbourhood

Sydenstricker Nobbe Partners 401(k) Profit Sharing Plan and TrustSydenstricker Nobbe Partners…$69MCentral Motor Wheel of America 401(k) PlanCentral Motor Wheel of Ameri…$69MLedwell & Son Enterprises, Inc. 401(k) Plan & TrustLedwell & Son Enterprises, I…$69MTruliant Federal Credit Union 401(k) Plan and TrustTruliant Federal Credit Unio…$69MCcfi Companies, LLC 401(k) PlanCcfi Companies, LLC 401(k) P…$69M
End-of-year total assets ($M) among Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$69M
Net Income$8M
Employer EIN751090276
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ledwell & Son Enterprises, Inc.)

Sponsor-wide plan assets over time

All Ledwell & Son Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 29.638829416745168% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $52.9M $68.6M ▲ +29.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust, Total assets ($B): 0.068549422 · Participants: 452Ledwell & Son Enterprises, Inc. 401(k) Plan & TrustAT&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
Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Truliant Federal Credit Union 401(k) Plan and Trust in NC ($69M); by covered participants it is Ehpv 401(k) Plan in NE (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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 Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust assets move in 2024? ▼
Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust grew at a solid clip - up 13.8% during 2024, from $60M to $69M. Reported net income was $8M.
How have Ledwell & Son Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ledwell & Son Enterprises, Inc.'s sponsor-wide assets grew 29.6%, from $53M to $69M.
Where does Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Truliant Federal Credit Union 401(k) Plan and Trust in NC ($69M, 875 participants).
Which 401(k) plans cover a similar participant headcount to Ledwell & Son Enterprises, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ehpv 401(k) Plan in NE (452 participants, $5M 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 751090276.

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.