401(k)
2023 plan-year 401(k) DOL Form 5500

PURVIS 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PURVIS INDUSTRIES, LLC

This 401(k) plan holds $46M in total assets and serves 771 participants as of 2023. It is sponsored by PURVIS INDUSTRIES, LLC in Texas. The plan reported positive net income of $12M for the year.

Total Assets (2023)
$46M
Participants
771
State
Industry
Wholesale Trade

What the Filing Says About PURVIS 401(K) PLAN

PURVIS 401(K) PLAN is a 401(k) retirement plan sponsored by PURVIS INDUSTRIES, LLC, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $46M in total end-of-year assets and covers 771 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 752905412, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2023 to $46M at year-end — a gain of 34.8%. Net assets (after liabilities) closed the year at $46M, with reported net income of $12M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$46M
Net Assets (End of Year)$46M
Net Income$12M
Plan Type401(k)
Employer EIN752905412
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PURVIS INDUSTRIES, LLC)

Year Plans Participants Total Assets
2022 1 745 $34M
2023 1 771 $46M
2024 1 900 $55M

Nearby 401(k) Plans in Texas

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Frequently Asked Questions

How much money is in the PURVIS 401(K) PLAN?
As of the 2023 Form 5500 filing, PURVIS 401(K) PLAN holds $46M in total assets with 771 participants. It is sponsored by PURVIS INDUSTRIES, LLC.
What type of plan is PURVIS 401(K) PLAN?
PURVIS 401(K) PLAN is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 752905412.
Who sponsors the PURVIS 401(K) PLAN?
PURVIS 401(K) PLAN is sponsored by PURVIS INDUSTRIES, LLC, located in Texas. The sponsor's EIN is 752905412 and the plan operates in the Wholesale Trade industry.
How did PURVIS 401(K) PLAN perform in 2023?
PURVIS 401(K) PLAN grew by 34.8% during 2023, moving from $34M to $46M in total assets. Net income was $12M.
Where can I find official filings for PURVIS 401(K) PLAN?
Official Form 5500 filings for PURVIS 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 752905412 or plan name at efast.dol.gov.
How does PURVIS 401(K) PLAN compare to other plans?
You can compare PURVIS 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 752905412.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.