401(k) · DOL Form 5500 · 2022
Southern Wealth Management 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $207,440
- Avg per participant Above avg balance/head
Official DOL plan name: Southern Wealth Management 401(k) Plan · Sponsored by Southern Wealth Management · Texas · Professional & Technical Services
$12M in assets, 59 participants
Southern Wealth Management's Southern Wealth Management 401(k) Plan reported $12M in total assets and 59 participants in its 2022 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.
- #14,698 in Professional & Technical Services (21,562 peers)
2022 asset change
Southern Wealth Management 401(k) Plan pulled back noticeably 12.9% in 2022 ($14M → $12M) for 59 participants.
- #14,698
- in Professional & Technical Services (21,562 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Wealth Management 401(k) Plan's outsized position by total assets
Southern Wealth Management 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,238,986 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southern Wealth Management 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Wealth Management 401(k) Plan is a small filing (59 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 202316955 · Southern Wealth Management PY 2022 · 401(k)
Southern Wealth Management 401(k) Plan · $12M · 59 · 69th
- VS-ST $12M
- BOY 59
- SCH 69th
- EBSA 401(k)
- PART near Hometown Bancorp, Ltd. 401(k) Savings Plan
- TYPE ind #14698
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 Professional & Technical Services retirement plans → · Plans in Texas →
Southern Wealth Management 401(k) Plan in the asset neighbourhood
Southern Wealth Management years around the 2022 move
Sponsor-wide plan assets over time
All Southern Wealth Management plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $12M |
| 2023 | 1 | 67 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 202316955 |
| Plan Effective Date | 2005-04-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Southern Wealth Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Hometown Bancorp, Ltd. 401(k) Savings Plan in WI ($12M); by covered participants it is Cai Inc Prodiac Pension Plan in MA (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (59 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.