ESOP · DOL Form 5500 · 2022

South West Lubricants, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
5
Participants Small participant base
58th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Maxima Products Employee Stock Ownership Plan · Sponsored by South West Lubricants, Inc. · California · Manufacturing

$7M in assets, 5 participants

South West Lubricants, Inc.'s Maxima Products Employee Stock Ownership Plan reported $7M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #9,058 in Manufacturing (20,602 peers)

South West Lubricants, Inc. multi-year trail

South West Lubricants, Inc.'s plans moved +18.4% in assets from 2022 to 2024; this filing shows Maxima Products Employee Stock Ownership Plan at $7M / 5 participants.

#9,058
in Manufacturing (20,602 peers)
+1.7%
assets growth YoY

Maxima Products Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Maxima Products Employee Stock Ownership Plan vs every filed plan by assets

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

$7,284,151 Top 42% higher than 58% 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

Maxima Products Employee Stock Ownership 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. Maxima Products Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 330089585 · South West Lubricants, Inc. PY 2022 · ESOP

Maxima Products Employee Stock Ownership Plan · $7M · 5 · 58th

  • NET $7M
  • BOOK 5
  • VS-ST 58th
  • BOY ESOP
  • SCH near Hammers Construction, Inc. Employee Stock Ownership Plan
  • EBSA ind #9058

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 What is an ESOP? → · Plans in California →

Maxima Products Employee Stock Ownership Plan in the asset neighbourhood

Rincon Technology, Inc. Employee Stock Ownership PlanRincon Technology, Inc. Empl…$7MOnex, Inc. Employee Stock Ownership PlanOnex, Inc. Employee Stock Ow…$7MHammers Construction, Inc. Employee Stock Ownership PlanHammers Construction, Inc. E…$7MTricon Construction, Inc. Employee Stock Ownership PlanTricon Construction, Inc. Em…$7MMaxima Products Employee Stock Ownership PlanMaxima Products Employee Sto…$7M
End-of-year total assets ($M) among Maxima Products Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

South West Lubricants, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All South West Lubricants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 18.436067566419204% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.28M $8.63M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 5 $7M
2023 1 5 $8M
2024 1 5 $9M

South West Lubricants, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$121K
Employer EIN330089585
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Maxima Products Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Maxima Products Employee Stock Ownership Plan, Total assets ($B): 0.007284151 · Participants: 5Maxima Products Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Maxima Products Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Maxima Products Employee Stock Ownership Plan side-by-side with 3 peers →

Maxima Products Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Hammers Construction, Inc. Employee Stock Ownership Plan in MN ($7M); by covered participants it is The Topeka Blueprint and Supply Company Inc Employees Stock Ownership Plan in KS (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Maxima Products Employee Stock Ownership Plan assets move in 2022? ▼
Maxima Products Employee Stock Ownership Plan edged up modestly - up 1.7% during 2022, from $7M to $7M. Reported net income was $121K.
How have South West Lubricants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South West Lubricants, Inc.'s sponsor-wide assets grew 18.4%, from $7M to $9M.
Which ESOP plans are similar in size to Maxima Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hammers Construction, Inc. Employee Stock Ownership Plan in MN ($7M, 46 participants).
Which ESOP plans cover a similar participant headcount to Maxima Products Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Topeka Blueprint and Supply Company Inc Employees Stock Ownership Plan in KS (5 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 330089585.

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.