ESOP · DOL Form 5500 · 2022
Southwest Solutions Group, Inc. ESOP
Data updated 2026-08-11
- $27M
- Total assets
- 107
- Participants
- 81st
- Percentile by assets
- $248,413
- Avg per participant
Official DOL plan name: Southwest Solutions Group, Inc. Employee Stock Ownership Plan · Sponsored by Southwest Solutions Group, Inc. · Texas · Other Services
$27M in assets, 107 participants
Southwest Solutions Group, Inc.'s Southwest Solutions Group, Inc. Employee Stock Ownership Plan reported $27M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 139,126 plans)
- #7,589 in Other Services (8,398 peers)
Coverage in Texas
Southwest Solutions Group, Inc. Employee Stock Ownership Plan covers 107 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $27M.
- $27M
- total plan assets (2022 EOY)
- 107
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $248,413
- avg assets per participant
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Southwest Solutions Group, Inc. Employee Stock Ownership Plan reports 107 participants - about 16% of that state average ($27M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $6M |
| Employer EIN | 752703228 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Solutions Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 215 | $34M |
| 2023 | 1 | 123 | $45M |
| 2024 | 1 | 125 | $43M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Southwest Solutions Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
- Highland Homes Employee Stock Ownership Plan $520M · 690
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Southwest Solutions Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Southwest Solutions Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Southwest Solutions Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Southwest Solutions Group, Inc.'s sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Other Services plans