Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Southwestern Law School DC Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Southwestern Law School ยท California ยท Educational Services

What the 2023 filing shows

Southwestern Law School DC Retirement Plan holds $85M for 149 participants - about $571,015 per participant, down 10.0% over the 2022 plan year.

$85M
total plan assets (2022 EOY)
149
covered participants
$571,015
avg assets per participant
-10.0%
assets change YoY

The plan reported a net loss of $9M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$85M
Participants
149
State
Industry
Educational Services

What the Filing Says About Southwestern Law School DC Retirement Plan

Southwestern Law School DC Retirement Plan is a Profit Sharing retirement plan sponsored by Southwestern Law School, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $85M in total end-of-year assets and covers 149 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951246140, and the plan has been effective since 1979-09-26. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $95M at the beginning of 2022 to $85M at year-end โ€” a decline of 10.0%. Net assets (after liabilities) closed the year at $85M, with reported net income of $-9,478,192 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$95M
Total Assets (End of Year)$85M
Net Assets (End of Year)$85M
Net Income$-9,478,192
Plan TypeProfit Sharing
Employer EIN951246140
Plan Effective Date1979-09-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern Law School)

Year Plans Participants Total Assets
2022 1 149 $85M
2023 1 185 $98M
2024 1 194 $106M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Southwestern Law School DC Retirement Plan?
As of the 2022 Form 5500 filing, Southwestern Law School DC Retirement Plan holds $85M in total assets with 149 participants. It is sponsored by Southwestern Law School.
What type of plan is Southwestern Law School DC Retirement Plan?
Southwestern Law School DC Retirement Plan is a Profit Sharing plan. It has been effective since 1979-09-26. The plan is filed with the U.S. Department of Labor under EIN 951246140.
Who sponsors the Southwestern Law School DC Retirement Plan?
Southwestern Law School DC Retirement Plan is sponsored by Southwestern Law School, located in California. The sponsor's EIN is 951246140 and the plan operates in the Educational Services industry.
How did Southwestern Law School DC Retirement Plan perform in 2022?
Southwestern Law School DC Retirement Plan declined by 10.0% during 2022, moving from $95M to $85M in total assets. Net income was $-9,478,192.
Where can I find official filings for Southwestern Law School DC Retirement Plan?
Official Form 5500 filings for Southwestern Law School DC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951246140 or plan name at efast.dol.gov.
How does Southwestern Law School DC Retirement Plan compare to other plans?
You can compare Southwestern Law School DC Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 951246140.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.