Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Southwest Power Pool, Inc. Retirement Plan

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

Sponsored by Southwest Power Pool, Inc. ยท Arkansas ยท Professional & Technical Services

What the 2023 filing shows

Southwest Power Pool, Inc. Retirement Plan holds $109M for 632 participants - about $172,737 per participant, down 11.3% over the 2022 plan year.

$109M
total plan assets (2022 EOY)
632
covered participants
$172,737
avg assets per participant
-11.3%
assets change YoY

The plan reported a net loss of $14M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$109M
Participants
632
State
Industry
Professional & Technical Services

What the Filing Says About Southwest Power Pool, Inc. Retirement Plan

Southwest Power Pool, Inc. Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Southwest Power Pool, Inc., headquartered in Arkansas. As of the 2022 Form 5500 filing, the plan reports $109M in total end-of-year assets and covers 632 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 710748158, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $123M at the beginning of 2022 to $109M at year-end โ€” a decline of 11.3%. Net assets (after liabilities) closed the year at $109M, with reported net income of $-13,962,106 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 โ€” 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)$123M
Total Assets (End of Year)$109M
Net Assets (End of Year)$109M
Net Income$-13,962,106
Plan TypeDefined Benefit (Pension)
Employer EIN710748158
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Power Pool, Inc.)

Year Plans Participants Total Assets
2022 2 1,273 $267M
2023 2 1,322 $326M
2024 2 1,490 $384M

Nearby Defined Benefit (Pension) Plans in Arkansas

Peer Defined Benefit (Pension) plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Southwest Power Pool, Inc. Retirement Plan?
As of the 2022 Form 5500 filing, Southwest Power Pool, Inc. Retirement Plan holds $109M in total assets with 632 participants. It is sponsored by Southwest Power Pool, Inc..
What type of plan is Southwest Power Pool, Inc. Retirement Plan?
Southwest Power Pool, Inc. Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 710748158.
Who sponsors the Southwest Power Pool, Inc. Retirement Plan?
Southwest Power Pool, Inc. Retirement Plan is sponsored by Southwest Power Pool, Inc., located in Arkansas. The sponsor's EIN is 710748158 and the plan operates in the Professional & Technical Services industry.
How did Southwest Power Pool, Inc. Retirement Plan perform in 2022?
Southwest Power Pool, Inc. Retirement Plan declined by 11.3% during 2022, moving from $123M to $109M in total assets. Net income was $-13,962,106.
Where can I find official filings for Southwest Power Pool, Inc. Retirement Plan?
Official Form 5500 filings for Southwest Power Pool, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 710748158 or plan name at efast.dol.gov.
How does Southwest Power Pool, Inc. Retirement Plan compare to other plans?
You can compare Southwest Power Pool, Inc. Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Arkansas 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 710748158.

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

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

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.