ESOP · DOL Form 5500 · 2022

Southwest Solutions Group, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
107
Participants Small participant base
81st
Percentile by assets National rank
$248,413
Avg per participant Above avg balance/head
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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.

  • #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.

#7,589
in Other Services (8,398 peers)
+26.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southwest Solutions Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Southwest Solutions Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$26,580,236 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Southwest Solutions Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Solutions Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 752703228 · Southwest Solutions Group, Inc. PY 2022 · ESOP

Southwest Solutions Group, Inc. Employee Stock Ownership Plan · $27M · 107 · 81st

  • PCT $27M
  • EIN 107
  • RANK 81st
  • PHOTO ESOP
  • IND near D & K Truck Company Employee Stock Ownership Plan
  • EOY ind #7589

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 What is an ESOP? → · Plans in Texas →

Southwest Solutions Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Employee Stock Ownership Plan of Lawrence Companies, Inc.Employee Stock Ownership Pla…$27MSouthwest Solutions Group, Inc. Employee Stock Ownership PlanSouthwest Solutions Group, I…$27MD & K Truck Company Employee Stock Ownership PlanD & K Truck Company Employee…$27MZealandia Holding Company, Inc. Employee Stock Ownership PlanZealandia Holding Company, I…$27MCarney, Sandoe & Associates Employee Stock Ownership PlanCarney, Sandoe & Associates …$27M
End-of-year total assets ($M) among Southwest Solutions Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN752703228
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Solutions Group, Inc.)

Sponsor-wide plan assets over time

All Southwest Solutions Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 28.581253270478353% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.7M $43.3M ▲ +28.6%
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 Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Southwest Solutions Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.026580236 · Participants: 107Southwest Solutions Group, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Southwest Solutions Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Southwest Solutions Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Southwest Solutions Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is D & K Truck Company Employee Stock Ownership Plan in MI ($27M); by covered participants it is Community Bancshares, Inc. Employee Stock Ownership Plan and Trust in WA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwest Solutions Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Southwest Solutions Group, Inc. Employee Stock Ownership Plan grew sharply - up 26.0% during 2022, from $21M to $27M. Reported net income was $6M.
How have Southwest Solutions Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Solutions Group, Inc.'s sponsor-wide assets grew 28.6%, from $34M to $43M.
Where does Southwest Solutions Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Southwest Solutions Group, Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Southwest Solutions Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is D & K Truck Company Employee Stock Ownership Plan in MI ($27M, 56 participants).
Which ESOP plans cover a similar participant headcount to Southwest Solutions Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community Bancshares, Inc. Employee Stock Ownership Plan and Trust in WA (107 participants, $828K in assets).

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 752703228.

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.