401(k) · DOL Form 5500 · 2024
Specs Family Partners, Ltd. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 4,179
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $4,544
- Avg per participant Low balance/head
Official DOL plan name: Spec's Family Partners Retirement Plan · Sponsored by Specs Family Partners, Ltd. · Texas · Retail Trade
$19M in assets, 4,179 participants
Specs Family Partners, Ltd.'s Spec's Family Partners Retirement Plan reported $19M in total assets and 4,179 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #6,443 in Retail Trade (8,048 peers)
Coverage in Texas
Spec's Family Partners Retirement Plan covers 4,179 participants in Texas, 6.1x the typical Texas plan (state average ~688 per filing). Assets: $19M.
- #6,443
- in Retail Trade (8,048 peers)
- +45.8%
- assets growth YoY
Spec's Family Partners Retirement Plan's outsized position by total assets
Spec's Family Partners Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,990,457 Top 31% higher than 69% 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
Spec's Family Partners Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spec's Family Partners Retirement Plan lands in the large band (4,179 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spec's Family Partners Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Spec's Family Partners Retirement Plan reported participants rose from 3,545 in the plan year 2023 filing to 4,179 in the plan year 2024 filing.
- Spec's Family Partners Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 741532648 · Specs Family Partners, Ltd. PY 2024 · 401(k)
Spec's Family Partners Retirement Plan · $19M · 4,179 · 69th
- IND $19M
- EOY 4,179
- 5500 69th
- ASSETS 401(k)
- PCT near Shoup Manufacturing Co., Inc. 401(k) Retirement Profit Sharing Plan
- EIN ind #6443
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 Retail Trade retirement plans → · Plans in Texas →
Spec's Family Partners Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $6M |
| Employer EIN | 741532648 |
| Plan Effective Date | 1968-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Specs Family Partners, Ltd.)
Sponsor-wide plan assets over time
All Specs Family Partners, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 296.17214733717555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,543 | $7M |
| 2023 | 1 | 3,545 | $13M |
| 2024 | 2 | 7,023 | $27M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Spec's Family Partners Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Shoup Manufacturing Co., Inc. 401(k) Retirement Profit Sharing Plan in IL ($19M); by covered participants it is Atkinsrealis US Retirement Savings Program in DE (4,179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,179 participants); asset peers above are excluded.
- Atkinsrealis US Retirement Savings Program (DE) 4,179 · 0 off
- Chemours Company Retirement Savings Plan (DE) 4,180 · 1 off
- Nexion Health, Inc. 401(k) Plan and Trust (MD) 4,180 · 1 off
- F.N.B. Corporation Progress Savings 401(k) Plan (PA) 4,181 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.