401(k) · DOL Form 5500 · 2022
Southwest Material Handling, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $42,428
- Avg per participant Low balance/head
Official DOL plan name: Southwest Material Handling, Inc. 401(k) Plan · Sponsored by Southwest Material Handling, Inc. · California · Wholesale Trade
$8M in assets, 182 participants
Southwest Material Handling, Inc.'s Southwest Material Handling, Inc. 401(k) Plan reported $8M in total assets and 182 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #3,442 in Wholesale Trade (6,843 peers)
Coverage in California
Southwest Material Handling, Inc. 401(k) Plan covers 182 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $8M.
- #3,442
- in Wholesale Trade (6,843 peers)
- -13.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southwest Material Handling, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Southwest Material Handling, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,721,927 Top 40% higher than 60% 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
Southwest Material Handling, Inc. 401(k) 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 Material Handling, Inc. 401(k) Plan sits mid-pack in the medium band (182 participants).
DOL schedule card
Filing strip 330349012 · Southwest Material Handling, Inc. PY 2022 · 401(k)
Southwest Material Handling, Inc. 401(k) Plan · $8M · 182 · 60th
- PART $8M
- TYPE 182
- NET 60th
- BOOK 401(k)
- VS-ST near Allpak Container, LLC Retirement Savings Plan
- BOY ind #3442
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 Wholesale Trade retirement plans → · Plans in California →
Southwest Material Handling, Inc. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 330349012 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Southwest Material Handling, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Allpak Container, LLC Retirement Savings Plan in WA ($8M); by covered participants it is Hillman Bus 401(k) in NJ (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Hillman Bus 401(k) (NJ) 182 · 0 off
- The Sourcing Group Profit Sharing 401(k) Plan and Trust (NY) 182 · 0 off
- Ramey-Estep Homes, Inc. 401(k) Retirement Savings Plan (KY) 182 · 0 off
- Mark Jacobson Toyota 401(k) Profit Sharing Plan (NC) 182 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.