401(k) · DOL Form 5500 · 2022

Southwest Business Corporation 401(k) Plan

Data updated 2026-08-11

$214M
Total assets
2,251
Participants
96th
Percentile by assets
$94,990
Avg per participant
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Official DOL plan name: Southwest Business Corporation 401(k) Profit Sharing Plan · Sponsored by Southwest Business Corporation · Texas · Finance & Insurance

$214M in assets, 2,251 participants

Southwest Business Corporation's Southwest Business Corporation 401(k) Profit Sharing Plan reported $214M in total assets and 2,251 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.

  • 96th percentile by assets (of 139,126 plans)
  • #8,608 in Finance & Insurance (9,261 peers)

Coverage in Texas

Southwest Business Corporation 401(k) Profit Sharing Plan covers 2,251 participants in Texas, 3.3x the typical Texas plan (state average ~688 per filing). Assets: $214M.

$214M
total plan assets (2022 EOY)
2,251
covered participants
96th
percentile by assets (of 139,126 plans)
$94,990
avg assets per participant

The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Southwest Business Corporation 401(k) Profit Sharing Plan sits by total assets

Southwest Business Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$213,821,711 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Southwest Business Corporation 401(k) Profit Sharing Plan reports 2,251 participants - 3.3x that state average ($214M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$262M
Net Assets (End of Year)$214M
Net Income-$48M
Employer EIN751553739
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Business Corporation)

$200M$220M$240M$260M$280M$300M 202220232024 $214M $275M ▲ +28.6%
Total plan assets by year, all Southwest Business Corporation plans on file
Year Plans Participants Total Assets
2022 1 2,251 $214M
2023 1 2,329 $253M
2024 1 2,210 $275M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Business Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Southwest Business C…, Total assets ($B): 0.213821711 · Participants: 2251Southwest Business C…AT&T Retirement Savi…, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Southwest Business Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Business Corporation 401(k) Pr… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Southwest Business Corporation 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Southwest Business Corporation 401(k) Profit Sharing Plan assets move in 2022? ▼
Southwest Business Corporation 401(k) Profit Sharing Plan declined sharply - down 18.4% during 2022, from $262M to $214M. Reported net income was -$48M.
How have Southwest Business Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Business Corporation's sponsor-wide assets grew 28.6%, from $214M to $275M.
Where does Southwest Business Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southwest Business Corporation 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Southwest Business Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cruise, LLC Retirement Trust in CA ($214M, 2,258 participants).

Next read for Southwest Business Corporation 401(k) Pr…

Filing takeaways

Ways to act on Southwest Business Corporation 401(k) Profit Sharing Plan's numbers.

  • By total assets, Southwest Business Corporation 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
  • Southwest Business Corporation's sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 751553739.

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.