401(k) · DOL Form 5500 · 2022
Southwest Energy Management, LLC 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 225
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $313,076
- Avg per participant High balance/head
Official DOL plan name: Southwest Energy Profit Sharing Plan · Sponsored by Southwest Energy Management, LLC · Arizona · Mining & Oil Extraction
$70M in assets, 225 participants
Southwest Energy Management, LLC's Southwest Energy Profit Sharing Plan reported $70M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #724 in Mining & Oil Extraction (892 peers)
Coverage in Arizona
Southwest Energy Profit Sharing Plan covers 225 participants in Arizona, about 40% of the average Arizona filer (state average ~564 per filing). Assets: $70M.
- #724
- in Mining & Oil Extraction (892 peers)
- -15.9%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southwest Energy Profit Sharing Plan's outsized position by total assets
Southwest Energy Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$70,442,171 Top 9% higher than 91% 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
Southwest Energy Profit Sharing Plan 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 Energy Profit Sharing Plan sits mid-pack in the medium band (225 participants).
Plan-year Form 5500 strip
Filing strip 263253459 · Southwest Energy Management, LLC PY 2022 · 401(k)
Southwest Energy Profit Sharing Plan · $70M · 225 · 91st
- EOY $70M
- EOY 225
- EOY 91st
- EOY 401(k)
- EOY near Open Pep
- EOY ind #724
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 Mining & Oil Extraction retirement plans → · Plans in Arizona →
Southwest Energy Profit Sharing Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$13M |
| Employer EIN | 263253459 |
| Plan Effective Date | 1978-08-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Energy Management, LLC)
Sponsor-wide plan assets over time
All Southwest Energy Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 34.169801495754584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 225 | $70M |
| 2023 | 1 | 229 | $81M |
| 2024 | 1 | 279 | $95M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Southwest Energy Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Open Pep in NJ ($70M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Open Pep (NJ) $70M · 813
- Dunn Investment Company 401(k) Plan (AL) $70M · 1,736
- Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan (NC) $70M · 156
- One Workplace L. Ferrari 401(k) Plan (CA) $70M · 1,004
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
- Combs Concrete Construction Company 401(k) Plan (NC) 225 · 0 off
- Bank of the Pacific 401(k) Plan (WA) 225 · 0 off
- Benchmark Landscape, Inc. 401(k) Profit Sharing Plan (CA) 225 · 0 off
- Bills Cafe 401(k) (CA) 225 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.