401(k) · DOL Form 5500 · 2022
Southwest Energy Management, LLC 401(k) Plan
Data updated 2026-08-11
- $70M
- Total assets
- 225
- Participants
- 91st
- Percentile by assets
- $313,076
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $70M
- total plan assets (2022 EOY)
- 225
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $313,076
- avg assets per participant
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.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Southwest Energy Profit Sharing Plan reports 225 participants - about 40% of that state average ($70M EOY assets).
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)
| 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.
Southwest Energy Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southwest Energy Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Southwest Energy Profit Sharing Plan assets move in 2022? ▼
How have Southwest Energy Management, LLC plan assets changed over time? ▼
Where does Southwest Energy Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Southwest Energy Profit Sharing Plan? ▼
Next read for Southwest Energy Profit Sharing Plan
Filing takeaways
Ways to act on Southwest Energy Profit Sharing Plan's numbers.
- By total assets, Southwest Energy Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- Southwest Energy Management, LLC's sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans