401(k) · DOL Form 5500 · 2022

Southwestern Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
159
Participants Small participant base
79th
Percentile by assets National rank
$146,600
Avg per participant Above avg balance/head
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Official DOL plan name: Southwestern Industries, Inc. 401(k) Plan · Sponsored by Southwestern Industries, Inc. · California · Manufacturing

$23M in assets, 159 participants

Southwestern Industries, Inc.'s Southwestern Industries, Inc. 401(k) Plan reported $23M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,633 in Manufacturing (20,602 peers)

Coverage in California

Southwestern Industries, Inc. 401(k) Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $23M.

#14,633
in Manufacturing (20,602 peers)
-11.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwestern Industries, Inc. 401(k) Plan's outsized position by total assets

Southwestern Industries, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,309,351 Top 21% higher than 79% of 139,123 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 2022

Southwestern Industries, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwestern Industries, Inc. 401(k) Plan sits mid-pack in the medium band (159 participants).

DOL schedule card

Filing strip 953746481 · Southwestern Industries, Inc. PY 2022 · 401(k)

Southwestern Industries, Inc. 401(k) Plan · $23M · 159 · 79th

  • TYPE $23M
  • TYPE 159
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Nordson Hourly-Rated Employees' Savings Trust Plan
  • TYPE ind #14633

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 Manufacturing retirement plans → · Plans in California →

Southwestern Industries, Inc. 401(k) Plan in the asset neighbourhood

Southwestern Industries, Inc. 401(k) PlanSouthwestern Industries, Inc…$23MNordson Hourly-Rated Employees' Savings Trust PlanNordson Hourly-Rated Employe…$23MValley Ent, P.C. 401(k) Profit Sharing PlanValley Ent, P.C. 401(k) Prof…$23MUno Restaurant Corporation 401(k) Savings PlanUno Restaurant Corporation 4…$23MArc Excess & Surplus, LLC 401(k) PlanArc Excess & Surplus, LLC 40…$23M
End-of-year total assets ($M) among Southwestern Industries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN953746481
Plan Effective Date1962-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern Industries, Inc.)

Sponsor-wide plan assets over time

All Southwestern Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 13.059531344308986% vs 2022
2024 filing year
$23M$24M$25M$26M$27M 202220232024 $23.3M $26.4M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 159 $23M
2023 1 166 $26M
2024 1 172 $26M

Nearby 401(k) Plans in California

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

Southwestern Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Southwestern Industries, Inc. 401(k) Plan, Total assets ($B): 0.023309351 · Participants: 159Southwestern Industries, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Southwestern Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Southwestern Industries, Inc. 401(k) Plan side-by-side with 3 peers →

Southwestern Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nordson Hourly-Rated Employees' Savings Trust Plan in OH ($23M); by covered participants it is Plymouth Foam 401(k) Retirement Savings Plan & Trust in WI (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwestern Industries, Inc. 401(k) Plan assets move in 2022? ▼
Southwestern Industries, Inc. 401(k) Plan pulled back noticeably - down 11.0% during 2022, from $26M to $23M. Reported net income was -$3M.
How have Southwestern Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern Industries, Inc.'s sponsor-wide assets grew 13.1%, from $23M to $26M.
Where does Southwestern Industries, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Southwestern Industries, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southwestern Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nordson Hourly-Rated Employees' Savings Trust Plan in OH ($23M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Southwestern Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plymouth Foam 401(k) Retirement Savings Plan & Trust in WI (159 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953746481.

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.