401(k) · DOL Form 5500 · 2022
Empire Southwest LLC 401(k) Plan
Data updated 2026-08-25
- $255M
- Total assets Near avg plan size
- 2,275
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $111,883
- Avg per participant Below avg balance/head
Official DOL plan name: Empire Retirement Savings Plan · Sponsored by Empire Southwest LLC · Arizona · Real Estate
$255M in assets, 2,275 participants
Empire Southwest LLC's Empire Retirement Savings Plan reported $255M in total assets and 2,275 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #5,019 in Real Estate (5,057 peers)
Coverage in Arizona
Empire Retirement Savings Plan covers 2,275 participants in Arizona, 4.0x the typical Arizona plan (state average ~564 per filing). Assets: $255M.
- #5,019
- in Real Estate (5,057 peers)
- -14.6%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Empire Retirement Savings Plan's outsized position by total assets
Empire Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$254,533,914 Top 4% higher than 96% 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
Empire Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Empire Retirement Savings Plan lands in the large band (2,275 participants).
Plan-year Form 5500 strip
Filing strip 860894087 · Empire Southwest LLC PY 2022 · 401(k)
Empire Retirement Savings Plan · $255M · 2,275 · 96th
- PCT $255M
- PCT 2,275
- PCT 96th
- PCT 401(k)
- PCT near Carl Zeiss, Inc. 401(k) Savings & Investment Plan
- PCT ind #5019
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 Real Estate retirement plans → · Plans in Arizona →
Empire Retirement Savings Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $298M |
|---|---|
| Net Assets (End of Year) | $255M |
| Net Income | -$44M |
| Employer EIN | 860894087 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Empire Southwest LLC)
Sponsor-wide plan assets over time
All Empire Southwest LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $487M 91.46259346799657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,275 | $255M |
| 2023 | 1 | 2,528 | $417M |
| 2024 | 1 | 4,303 | $487M |
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
Empire Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Carl Zeiss, Inc. 401(k) Savings & Investment Plan in NY ($255M); by covered participants it is Asbury Communities, Inc. 401(k) Retirement Savings Plan in MD (2,275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($255M here).
- Carl Zeiss, Inc. 401(k) Savings & Investment Plan (NY) $255M · 1,377
- Oregon Tool 401(k) Retirement Profit Sharing Plus Plan (OR) $254M · 1,664
- Keller North America Retirement Savings Profit Sharing Plan (MD) $254M · 3,028
- Cirrus Logic, Inc. 401(k) Profit Sharing Plan (TX) $254M · 1,018
Similar participant headcount
Nearest other-state filings by covered participants (2,275 participants); asset peers above are excluded.
- Asbury Communities, Inc. 401(k) Retirement Savings Plan (MD) 2,275 · 0 off
- Freedom Financial Network 401(k) Plan (CA) 2,275 · 0 off
- Curative 401(k) Plan (TX) 2,275 · 0 off
- Kb Home 401(k) Savings Plan (CA) 2,274 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.