401(k) · DOL Form 5500 · 2022

Southwest Distributing Co. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
111
Participants Small participant base
50th
Percentile by assets National rank
$44,147
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Distributing Co. 401(k) Profit Sharing Plan · Sponsored by Southwest Distributing Co. · Arizona · Construction

$5M in assets, 111 participants

Southwest Distributing Co.'s Southwest Distributing Co. 401(k) Profit Sharing Plan reported $5M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,891 in Construction (9,927 peers)

Coverage in Arizona

Southwest Distributing Co. 401(k) Profit Sharing Plan covers 111 participants in Arizona, about 20% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#4,891
in Construction (9,927 peers)
-7.5%
assets change YoY

The plan reported a net loss of $399K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Distributing Co. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Southwest Distributing Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,900,337 Top 50% higher than 50% 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 Distributing Co. 401(k) Profit Sharing 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 Distributing Co. 401(k) Profit Sharing Plan sits mid-pack in the medium band (111 participants).

EBSA filing schedule strip

Filing strip 860267481 · Southwest Distributing Co. PY 2022 · 401(k)

Southwest Distributing Co. 401(k) Profit Sharing Plan · $5M · 111 · 50th

  • RANK $5M
  • PHOTO 111
  • IND 50th
  • EOY 401(k)
  • 5500 near Erie Strayer Company 401(k) Retirement Plan
  • ASSETS ind #4891

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 Construction retirement plans → · Plans in Arizona →

Southwest Distributing Co. 401(k) Profit Sharing Plan in the asset neighbourhood

Southwest Distributing Co. 401(k) Profit Sharing PlanSouthwest Distributing Co. 4…$5MErie Strayer Company 401(k) Retirement PlanErie Strayer Company 401(k) …$5MBognar and Company, Inc. and Affiliates 401(k) PlanBognar and Company, Inc. and…$5MBig Fouche Productions, Inc. 401(k) Profit Sharing PlanBig Fouche Productions, Inc.…$5MBroadway Mechanical 401(k) PlanBroadway Mechanical 401(k) P…$5M
End-of-year total assets ($M) among Southwest Distributing Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$399K
Employer EIN860267481
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Distributing Co.)

Sponsor-wide plan assets over time

All Southwest Distributing Co. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.628906134414837% vs 2022
2023 filing year
$4.8M$4.9M$5M$5.1M$5.2M 20222023 $4.9M $5.13M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 111 $5M
2023 1 104 $5M

Nearby 401(k) Plans in Arizona

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

Southwest Distributing Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Southwest Distributing Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.004900337 · Participants: 111Southwest Distributing Co. 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Southwest Distributing Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Southwest Distributing Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southwest Distributing Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Erie Strayer Company 401(k) Retirement Plan in PA ($5M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Distributing Co. 401(k) Profit Sharing Plan assets move in 2022? ▼
Southwest Distributing Co. 401(k) Profit Sharing Plan pulled back noticeably - down 7.5% during 2022, from $5M to $5M. Reported net income was -$399K.
How have Southwest Distributing Co. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southwest Distributing Co.'s sponsor-wide assets grew 4.6%, from $5M to $5M.
Which 401(k) plans are similar in size to Southwest Distributing Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Erie Strayer Company 401(k) Retirement Plan in PA ($5M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Distributing Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 860267481.

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.