401(k) · DOL Form 5500 · 2023

Texas Forwarding Services, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
105
Participants Small participant base
39th
Percentile by assets National rank
$34,502
Avg per participant Low balance/head
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Official DOL plan name: Texas Forwarding Services, Inc. Retirement Savings Plan · Sponsored by Texas Forwarding Services, Inc. · Texas · Transportation & Warehousing

$4M in assets, 105 participants

Texas Forwarding Services, Inc.'s Texas Forwarding Services, Inc. Retirement Savings Plan reported $4M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,290 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Texas Forwarding Services, Inc. Retirement Savings Plan covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#1,290
in Transportation & Warehousing (3,362 peers)
+17.9%
assets growth YoY

Texas Forwarding Services, Inc. Retirement Savings Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Texas Forwarding Services, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,622,758 39th percentile higher than 39% of 127,068 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 2023

Texas Forwarding Services, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Forwarding Services, Inc. Retirement Savings Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Forwarding Services, Inc. Retirement Savings Plan reported net income rose from -$177K in the plan year 2022 filing to $550K in the plan year 2023 filing.
  • Texas Forwarding Services, Inc. Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Texas Forwarding Services, Inc. Retirement Savings Plan reported participants fell from 110 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742184729 · Texas Forwarding Services, Inc. PY 2023 · 401(k)

Texas Forwarding Services, Inc. Retirement Savings Plan · $4M · 105 · 39th

  • BOOK $4M
  • VS-ST 105
  • BOY 39th
  • SCH 401(k)
  • EBSA near Dental Associates of Manhattan, D.D.S., P.a. 401(k) Profit Sharing Plan
  • PART ind #1290

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Texas Forwarding Services, Inc. Retirement Savings Plan in the asset neighbourhood

Texas Forwarding Services, Inc. Retirement Savings PlanTexas Forwarding Services, I…$4MDental Associates of Manhattan, D.D.S., P.a. 401(k) Profit Sharing PlanDental Associates of Manhatt…$4MRd Henry & Company Inc 401(k) Profit Sharing Plan & TrustRd Henry & Company Inc 401(k…$4MDavis-Paul Management Group 401(k) Profit Sharing PlanDavis-Paul Management Group …$4MSilver Lining Assistance, Inc. 401(k) Profit Sharing PlanSilver Lining Assistance, In…$4M
End-of-year total assets ($M) among Texas Forwarding Services, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$550K
Employer EIN742184729
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Forwarding Services, Inc.)

Sponsor-wide plan assets over time

All Texas Forwarding Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.67907493481022% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.07M $4.2M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 110 $3M
2023 1 105 $4M
2024 1 105 $4M

Nearby 401(k) Plans in Texas

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

Texas Forwarding Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Forwarding Services, Inc. Retirement Savings Plan, Total assets ($B): 0.003622758 · Participants: 105Texas Forwarding Services, Inc. Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Texas Forwarding Services, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Texas Forwarding Services, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dental Associates of Manhattan, D.D.S., P.a. 401(k) Profit Sharing Plan in KS ($4M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Texas Forwarding Services, Inc. Retirement Savings Plan assets move in 2023?
Texas Forwarding Services, Inc. Retirement Savings Plan grew sharply - up 17.9% during 2023, from $3M to $4M. Reported net income was $550K.
How have Texas Forwarding Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Texas Forwarding Services, Inc.'s sponsor-wide assets grew 36.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Texas Forwarding Services, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Dental Associates of Manhattan, D.D.S., P.a. 401(k) Profit Sharing Plan in KS ($4M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Texas Forwarding Services, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M in assets).