401(k) · DOL Form 5500 · 2023

Spfm, L.P. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
N/A
Participants Small participant base
56th
Percentile by assets National rank
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Official DOL plan name: Spfm, L.P. 401(k) Plan · Sponsored by Spfm, L.P. · Texas · Wholesale Trade

$9M in assets, N/A participants

Spfm, L.P.'s Spfm, L.P. 401(k) Plan reported $9M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,988 in Wholesale Trade (6,309 peers)

Spfm, L.P. multi-year trail

Spfm, L.P.'s plans moved +35.7% in assets from 2022 to 2024; this filing shows Spfm, L.P. 401(k) Plan at $9M / N/A participants.

#2,988
in Wholesale Trade (6,309 peers)
+20.3%
assets growth YoY

Spfm, L.P. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Spfm, L.P. 401(k) Plan vs every filed plan by assets

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

$8,922,127 Top 44% higher than 56% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spfm, L.P. 401(k) Plan reported net income rose from -$873K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Spfm, L.P. 401(k) Plan reported participants fell from 280 in the plan year 2022 filing to N/A in the plan year 2023 filing.
  • Spfm, L.P. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742738856 · Spfm, L.P. PY 2023 · 401(k)

Spfm, L.P. 401(k) Plan · $9M · N/A · 56th

  • EOY $9M
  • EOY N/A
  • EOY 56th
  • EOY 401(k)
  • EOY near Children's Home Society of Nc, Inc. 403(b) Plan
  • EOY ind #2988

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 Wholesale Trade retirement plans → · Plans in Texas →

Spfm, L.P. 401(k) Plan in the asset neighbourhood

Spfm, L.P. 401(k) Plan$9MChildren's Home Society of Nc, Inc. 403(b) PlanChildren's Home Society of N…$9MWelsco, Inc. 401(k) Plan$9MMcelroy, Quirk & Burch (Apc) 401(k) Profit Sharing PlanMcelroy, Quirk & Burch (Apc)…$9MRoberts Company, Inc. Savings Plan and TrustRoberts Company, Inc. Saving…$9M
End-of-year total assets ($M) among Spfm, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Spfm, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Spfm, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 35.74564403898457% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.42M $10.1M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 280 $7M
2023 1 N/A $9M
2024 1 N/A $10M

Spfm, L.P. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN742738856
Plan Effective Date2003-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Spfm, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Spfm, L.P. 401(k) Plan, Total assets ($B): 0.008922127 · Participants: 0Spfm, L.P. 401(k) 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
Spfm, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Spfm, L.P. 401(k) Plan side-by-side with 3 peers →

Spfm, L.P. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Texas, the nearest 401(k) by end-of-year assets is Children's Home Society of Nc, Inc. 403(b) Plan in NC at $9M (this filing: $9M).

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 Spfm, L.P. 401(k) Plan assets move in 2023? ▼
Spfm, L.P. 401(k) Plan grew sharply - up 20.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have Spfm, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spfm, L.P.'s sponsor-wide assets grew 35.7%, from $7M to $10M.
Which 401(k) plans are similar in size to Spfm, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Children's Home Society of Nc, Inc. 403(b) Plan in NC ($9M, 311 participants).

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 742738856.

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.