401(k) · DOL Form 5500 · 2022

Southwest Ohio Ent Specialists, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
126
Participants Small participant base
77th
Percentile by assets National rank
$156,393
Avg per participant Above avg balance/head
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Official DOL plan name: Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust · Sponsored by Southwest Ohio Ent Specialists, Inc. · Ohio · Healthcare & Social Assistance

$20M in assets, 126 participants

Southwest Ohio Ent Specialists, Inc.'s Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust reported $20M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,188 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust covers 126 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#16,188
in Healthcare & Social Assistance (20,060 peers)
-13.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust's outsized position by total assets

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$19,705,511 Top 23% higher than 77% 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 Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust 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 Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust sits mid-pack in the medium band (126 participants).

Published 5500 schedule card

Filing strip 310644802 · Southwest Ohio Ent Specialists, Inc. PY 2022 · 401(k)

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust · $20M · 126 · 77th

  • IND $20M
  • EOY 126
  • 5500 77th
  • ASSETS 401(k)
  • PCT near John Boyd Enterprises Inc Profit Sharing 401(k) Plan & Trust
  • EIN ind #16188

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust in the asset neighbourhood

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and TrustSouthwest Ohio Ent Specialis…$20MJohn Boyd Enterprises Inc Profit Sharing 401(k) Plan & TrustJohn Boyd Enterprises Inc Pr…$20MCalifornia Pacific Orthopaedics & Sports Medicine Ps PlanCalifornia Pacific Orthopaed…$20MGar Bennett, LLC. 401(k) Profit Sharing PlanGar Bennett, LLC. 401(k) Pro…$20MProfit Sharing Plan of Liggett Group Inc. for Bargaining Unit and Hourly EmployeesProfit Sharing Plan of Ligge…$20M
End-of-year total assets ($M) among Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN310644802
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Ohio Ent Specialists, Inc.)

Sponsor-wide plan assets over time

All Southwest Ohio Ent Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 58.038675073854094% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.1M $35M ▲ +58.0%
Year Plans Participants Total Assets
2022 2 250 $22M
2023 2 231 $29M
2024 2 238 $35M

Nearby 401(k) Plans in Ohio

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

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust, Total assets ($B): 0.019705511 · Participants: 126Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is John Boyd Enterprises Inc Profit Sharing 401(k) Plan & Trust in CA ($20M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust assets move in 2022? ▼
Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust pulled back noticeably - down 13.1% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Southwest Ohio Ent Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Ohio Ent Specialists, Inc.'s sponsor-wide assets grew 58.0%, from $22M to $35M.
Where does Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust ranks in the 77th 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 Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is John Boyd Enterprises Inc Profit Sharing 401(k) Plan & Trust in CA ($20M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 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 310644802.

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.