401(k) · DOL Form 5500 · 2022

Southwest Beverage Co. Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
200
Participants Below avg headcount
69th
Percentile by assets National rank
$63,007
Avg per participant Low balance/head
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Official DOL plan name: Southwest Beverage Company, Inc. Employee Benefit Plan & Trust · Sponsored by Southwest Beverage Co. Inc. · Louisiana · Wholesale Trade

$13M in assets, 200 participants

Southwest Beverage Co. Inc.'s Southwest Beverage Company, Inc. Employee Benefit Plan & Trust reported $13M in total assets and 200 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.

  • #4,369 in Wholesale Trade (6,843 peers)

Coverage in Louisiana

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust covers 200 participants in Louisiana, about 40% of the average Louisiana filer (state average ~495 per filing). Assets: $13M.

#4,369
in Wholesale Trade (6,843 peers)
-30.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust's outsized position by total assets

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust vs every filed plan by assets

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

$12,601,407 Top 31% higher than 69% 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 Beverage Company, Inc. Employee Benefit Plan & Trust 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. Southwest Beverage Company, Inc. Employee Benefit Plan & Trust sits mid-pack in the medium band (200 participants).

DOL schedule card

Filing strip 720568095 · Southwest Beverage Co. Inc. PY 2022 · 401(k)

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust · $13M · 200 · 69th

  • PCT $13M
  • PCT 200
  • PCT 69th
  • PCT 401(k)
  • PCT near Jay S. Raju, M.D., Inc. Profit Sharing Plan
  • PCT ind #4369

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 Louisiana →

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust in the asset neighbourhood

Southwest Beverage Company, Inc. Employee Benefit Plan & TrustSouthwest Beverage Company, …$13MJay S. Raju, M.D., Inc. Profit Sharing PlanJay S. Raju, M.D., Inc. Prof…$13MMidwest Drywall Co., Inc. 401(k) Profit Sharing PlanMidwest Drywall Co., Inc. 40…$13MSchierl Companies 401(k) Plan$13MHardy Diagnostics 401(k) Profit Sharing PlanHardy Diagnostics 401(k) Pro…$13M
End-of-year total assets ($M) among Southwest Beverage Company, Inc. Employee Benefit Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$13M
Net Income-$5M
Employer EIN720568095
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Beverage Co. Inc.)

Sponsor-wide plan assets over time

All Southwest Beverage Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $12.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 200 $13M
2023 1 201 $16M
2024 1 182 N/A

Nearby 401(k) Plans in Louisiana

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

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Southwest Beverage Company, Inc. Employee Benefit Plan & Trust, Total assets ($B): 0.012601407 · Participants: 200Southwest Beverage Company, Inc. Employee Benefit Plan & TrustSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Southwest Beverage Company, Inc. Employee Benefit Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Southwest Beverage Company, Inc. Employee Benefit Plan & Trust side-by-side with 3 peers →

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Jay S. Raju, M.D., Inc. Profit Sharing Plan in CA ($13M); by covered participants it is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Southwest Beverage Company, Inc. Employee Benefit Plan & Trust assets move in 2022? ▼
Southwest Beverage Company, Inc. Employee Benefit Plan & Trust contracted severely - down 30.1% during 2022, from $18M to $13M. Reported net income was -$5M.
Which 401(k) plans are similar in size to Southwest Beverage Company, Inc. Employee Benefit Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jay S. Raju, M.D., Inc. Profit Sharing Plan in CA ($13M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Beverage Company, Inc. Employee Benefit Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants, $22M 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 720568095.

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.