401(k) · DOL Form 5500 · 2022

Southwest Bank 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
117
Participants Small participant base
65th
Percentile by assets National rank
$85,264
Avg per participant Below avg balance/head
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Official DOL plan name: Southwest Bank 401(k) Plan · Sponsored by Southwest Bank · Texas · Finance & Insurance

$10M in assets, 117 participants

Southwest Bank's Southwest Bank 401(k) Plan reported $10M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,465 in Finance & Insurance (9,261 peers)

Coverage in Texas

Southwest Bank 401(k) Plan covers 117 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#4,465
in Finance & Insurance (9,261 peers)
-12.4%
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 Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Southwest Bank 401(k) Plan vs every filed plan by assets

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

$9,975,924 Top 35% higher than 65% 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 Bank 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 Bank 401(k) Plan sits mid-pack in the medium band (117 participants).

Form 5500 schedule snapshot

Filing strip 750749819 · Southwest Bank PY 2022 · 401(k)

Southwest Bank 401(k) Plan · $10M · 117 · 65th

  • EIN $10M
  • EIN 117
  • EIN 65th
  • EIN 401(k)
  • EIN near H.G. Weber Company Employees' Trust
  • EIN ind #4465

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 Finance & Insurance retirement plans → · Plans in Texas →

Southwest Bank 401(k) Plan in the asset neighbourhood

Southwest Bank 401(k) Plan$10MH.G. Weber Company Employees' TrustH.G. Weber Company Employees…$10MSandy Sansing Automotive 401(k) Savings PlanSandy Sansing Automotive 401…$10MPolo Custom Products 401(k) PlanPolo Custom Products 401(k) …$10MFamily Ford, Inc. Dba Brandon Ford 401(k) PlanFamily Ford, Inc. Dba Brando…$10M
End-of-year total assets ($M) among Southwest Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN750749819
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Bank)

Sponsor-wide plan assets over time

All Southwest Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 45.77834594569887% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.98M $14.5M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 117 $10M
2023 1 119 $12M
2024 1 112 $15M

Nearby 401(k) Plans in Texas

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

Southwest Bank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Southwest Bank 401(k) Plan, Total assets ($B): 0.009975924 · Participants: 117Southwest Bank 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Southwest Bank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Bank 401(k) Plan side-by-side with 3 peers →

Southwest Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is H.G. Weber Company Employees' Trust in WI ($10M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Bank 401(k) Plan assets move in 2022? ▼
Southwest Bank 401(k) Plan pulled back noticeably - down 12.4% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Southwest Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Bank's sponsor-wide assets grew 45.8%, from $10M to $15M.
Which 401(k) plans are similar in size to Southwest Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is H.G. Weber Company Employees' Trust in WI ($10M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants, N/A 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 750749819.

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.