401(k) · DOL Form 5500 · 2022

Southwest Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
46
Participants Small participant base
86th
Percentile by assets National rank
$913,043
Avg per participant High balance/head
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Official DOL plan name: Southwest Sales ESOP & 401(k) Retirement Plan · Sponsored by Southwest Sales, Inc. · Texas · Wholesale Trade

$42M in assets, 46 participants

Southwest Sales, Inc.'s Southwest Sales ESOP & 401(k) Retirement Plan reported $42M in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,984 in Wholesale Trade (6,843 peers)

Where Southwest Sales ESOP & 401(k) Retirement Plan sits by assets

Southwest Sales ESOP & 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 46 participants (~$913,043/participant), up 0.0% in 2022.

#5,984
in Wholesale Trade (6,843 peers)
+0.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Southwest Sales ESOP & 401(k) Retirement Plan's outsized position by total assets

Southwest Sales ESOP & 401(k) Retirement Plan vs every filed plan by assets

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

$41,999,997 Top 14% higher than 86% 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 Sales ESOP & 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Sales ESOP & 401(k) Retirement Plan is a small filing (46 participants) on this national headcount ladder.

DOL schedule card

Filing strip 752863336 · Southwest Sales, Inc. PY 2022 · 401(k)

Southwest Sales ESOP & 401(k) Retirement Plan · $42M · 46 · 86th

  • EIN $42M
  • EIN 46
  • EIN 86th
  • EIN 401(k)
  • EIN near Mitutoyo America Corp. Retirement Plan
  • EIN ind #5984

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 Texas →

Southwest Sales ESOP & 401(k) Retirement Plan in the asset neighbourhood

Savant Capital, LLC 401(k) PlanSavant Capital, LLC 401(k) P…$42MSouthwest Sales ESOP & 401(k) Retirement PlanSouthwest Sales ESOP & 401(k…$42MMitutoyo America Corp. Retirement PlanMitutoyo America Corp. Retir…$42MBlackhawk Industrial Distribution, Inc. 401(k) PlanBlackhawk Industrial Distrib…$42MShoe Show Retirement Savings PlanShoe Show Retirement Savings…$42M
End-of-year total assets ($M) among Southwest Sales ESOP & 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$39M
Net Income$267K
Employer EIN752863336
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Sales, Inc.)

Sponsor-wide plan assets over time

All Southwest Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 25.906866136204727% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42M $52.9M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 46 $42M
2023 1 54 $46M
2024 1 63 $53M

Nearby 401(k) Plans in Texas

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

Southwest Sales ESOP & 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Southwest Sales ESOP & 401(k) Retirement Plan, Total assets ($B): 0.041999997 · Participants: 46Southwest Sales ESOP & 401(k) Retirement 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 Sales ESOP & 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Sales ESOP & 401(k) Retirement Plan side-by-side with 3 peers →

Southwest Sales ESOP & 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mitutoyo America Corp. Retirement Plan in IL ($42M); by covered participants it is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Sales ESOP & 401(k) Retirement Plan assets move in 2022? ▼
Southwest Sales ESOP & 401(k) Retirement Plan held essentially flat - up 0.0% during 2022, from $42M to $42M. Reported net income was $267K.
How have Southwest Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Sales, Inc.'s sponsor-wide assets grew 25.9%, from $42M to $53M.
Where does Southwest Sales ESOP & 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Southwest Sales ESOP & 401(k) Retirement Plan ranks in the 86th 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 401(k) plans are similar in size to Southwest Sales ESOP & 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mitutoyo America Corp. Retirement Plan in IL ($42M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Sales ESOP & 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants, $2M 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 752863336.

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.