Profit Sharing · DOL Form 5500 · 2022

Southwest Vacations, Inc. Profit Sharing Plan

Data updated 2026-08-25

$555K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$277,307
Avg per participant High balance/head
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Official DOL plan name: Southwest Vacations, Inc. Retirement Plan · Sponsored by Southwest Vacations, Inc. · Maine · Food Services & Accommodation

$555K in assets, 2 participants

Southwest Vacations, Inc.'s Southwest Vacations, Inc. Retirement Plan reported $555K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,227 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Southwest Vacations, Inc. Retirement Plan ranks #2,227 of 4,592 2022 filers by assets (3528% of the sector average)-$555K for 2 participants.

#2,227
in Food Services & Accommodation (4,592 peers)
-1.3%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Vacations, Inc. Retirement Plan among the smaller filed plans by assets

Southwest Vacations, Inc. Retirement Plan vs every filed plan by assets

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

$554,613 19th percentile higher than 19% 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

Southwest Vacations, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Vacations, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 842484794 · Southwest Vacations, Inc. PY 2022 · Profit Sharing

Southwest Vacations, Inc. Retirement Plan · $555K · 2 · 19th

  • EIN $555K
  • RANK 2
  • PHOTO 19th
  • IND Profit Sharing
  • EOY near Saorsa, Inc. Retirement Plan
  • 5500 ind #2227

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 Food Services & Accommodation retirement plans → · Plans in Maine →

Southwest Vacations, Inc. Retirement Plan in the asset neighbourhood

Southwest Vacations, Inc. Retirement PlanSouthwest Vacations, Inc. Re…$555KSaorsa, Inc. Retirement Plan$555KMji Enterprises, Inc. Profit Sharing PlanMji Enterprises, Inc. Profit…$555KChris Erhart Foundry & Machine Co. Profit Sharing PlanChris Erhart Foundry & Machi…$555KBss Williamson Inc. Retirement PlanBss Williamson Inc. Retireme…$555K
End-of-year total assets ($M) among Southwest Vacations, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$562K
Net Assets (End of Year)$555K
Net Income-$7K
Employer EIN842484794
Plan Effective Date2019-09-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Vacations, Inc.)

Sponsor-wide plan assets over time

All Southwest Vacations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$540K 2.5639499975658704% vs 2022
2024 filing year
$0.51M$0.52M$0.53M$0.54M$0.55M$0.56M 202220232024 $0.55M $0.54M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 2 $555K
2023 1 2 $521K
2024 1 2 $540K

Nearby Profit Sharing Plans in Maine

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Southwest Vacations, Inc. Retirement Plan vs. nearby Profit Sharing plans in Maine, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -1001020304050 Total assets ($M) Participants Southwest Vacations, Inc. Retirement Plan, Total assets ($M): 0.554613 · Participants: 2Southwest Vacations, Inc. Retirement PlanI.B.E.W. Local 1253 Retirement Plan, Total assets ($M): 42.62547 · Participants: 445I.B.E.W. Local 1253 Retirement PlanPenobscot Community Health Center 403(b) Plan, Total assets ($M): 28.898359 · Participants: 888Penobscot Community Health Center 403(b) PlanMillinocket Regional Hospital Partnership Retirement Plan, Total assets ($M): 25.967546 · Participants: 255Millinocket Regional Hospital Partnership Retirement PlanClark Insurance Profit Sharing Plan and Trust, Total assets ($M): 22.591312 · Participants: 134Clark Insurance Profit Sharing Plan and TrustClark Insurance Profit Sharing Plan and Trust, Total assets ($M): 22.591312 · Participants: 134Clark Insurance Profit Sharing Plan and Trust
Southwest Vacations, Inc. Retirement Plan vs. nearby Profit Sharing plans in Maine, assets vs. participants
Compare Southwest Vacations, Inc. Retirement Plan side-by-side with 3 peers →

Southwest Vacations, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maine, the nearest Profit Sharing by assets is Saorsa, Inc. Retirement Plan in VA ($555K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($555K here).

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 Southwest Vacations, Inc. Retirement Plan assets move in 2022? ▼
Southwest Vacations, Inc. Retirement Plan edged down modestly - down 1.3% during 2022, from $562K to $555K. Reported net income was -$7K.
How have Southwest Vacations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Vacations, Inc.'s sponsor-wide assets declined 2.6%, from $555K to $540K.
Where does Southwest Vacations, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Southwest Vacations, Inc. Retirement Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Southwest Vacations, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Saorsa, Inc. Retirement Plan in VA ($555K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Southwest Vacations, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 842484794.

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.