401(k) · DOL Form 5500 · 2024

Formentera Partners, LP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
201
Participants Below avg headcount
60th
Percentile by assets National rank
$60,203
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Formentera Partners 401(k) Plan · Sponsored by Formentera Partners, LP · Texas · Mining & Oil Extraction

$12M in assets, 201 participants

Formentera Partners, LP's Formentera Partners 401(k) Plan reported $12M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #314 in Mining & Oil Extraction (785 peers)

Coverage in Texas

Formentera Partners 401(k) Plan covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#314
in Mining & Oil Extraction (785 peers)
+72.1%
assets growth YoY

Formentera Partners 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Formentera Partners 401(k) Plan vs every filed plan by assets

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

$12,100,789 Top 40% higher than 60% 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

Formentera Partners 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. Formentera Partners 401(k) Plan sits mid-pack in the medium band (201 participants).

EBSA filing schedule strip

Filing strip 852633960 · Formentera Partners, LP PY 2024 · 401(k)

Formentera Partners 401(k) Plan · $12M · 201 · 60th

  • ASSETS $12M
  • PCT 201
  • EIN 60th
  • RANK 401(k)
  • PHOTO near Dealers Supply Company, Inc. 401(k) and Profit Sharing Plan
  • IND ind #314

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Formentera Partners 401(k) Plan in the asset neighbourhood

Formentera Partners 401(k) PlanFormentera Partners 401(k) P…$12MDealers Supply Company, Inc. 401(k) and Profit Sharing PlanDealers Supply Company, Inc.…$12MAptia 401(k) Plan$12MLongyear 401(k) Profit Sharing PlanLongyear 401(k) Profit Shari…$12MVisiting Nurse Association of Florida, Inc Profit Sharing Plan & TrustVisiting Nurse Association o…$12M
End-of-year total assets ($M) among Formentera Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$12M
Net Income$5M
Employer EIN852633960
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Formentera Partners 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Formentera Partners 401(k) Plan, Total assets ($B): 0.012100789 · Participants: 201Formentera Partners 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
Formentera Partners 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Formentera Partners 401(k) Plan side-by-side with 3 peers →

Formentera Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dealers Supply Company, Inc. 401(k) and Profit Sharing Plan in GA ($12M); by covered participants it is Osi Digital, Inc. 401(k) Plan in CA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Formentera Partners 401(k) Plan assets move in 2024? ▼
Formentera Partners 401(k) Plan surged - up 72.1% during 2024, from $7M to $12M. Reported net income was $5M.
Which 401(k) plans are similar in size to Formentera Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dealers Supply Company, Inc. 401(k) and Profit Sharing Plan in GA ($12M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Formentera Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osi Digital, Inc. 401(k) Plan in CA (201 participants, $21M 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 852633960.

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.