401(k) · DOL Form 5500 · 2022

Southwest Human Development, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
789
Participants Near avg headcount
84th
Percentile by assets National rank
$42,476
Avg per participant Low balance/head
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Official DOL plan name: Southwest Human Development, Inc. 401(k) and Profit Sharing Plan · Sponsored by Southwest Human Development, Inc. · Arizona · Healthcare & Social Assistance

$34M in assets, 789 participants

Southwest Human Development, Inc.'s Southwest Human Development, Inc. 401(k) and Profit Sharing Plan reported $34M in total assets and 789 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,370 in Healthcare & Social Assistance (20,060 peers)

Where Southwest Human Development, Inc. 401(k) and Profit Sharing Plan sits by assets

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 789 participants (~$42,476/participant), down 17.4% in 2022.

#17,370
in Healthcare & Social Assistance (20,060 peers)
-17.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$33,513,826 Top 16% higher than 84% 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 Human Development, Inc. 401(k) and 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 Human Development, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (789 participants).

Plan-year Form 5500 strip

Filing strip 860407179 · Southwest Human Development, Inc. PY 2022 · 401(k)

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan · $34M · 789 · 84th

  • NET $34M
  • BOOK 789
  • VS-ST 84th
  • BOY 401(k)
  • SCH near Hooper Corporation Retirement Plan
  • EBSA ind #17370

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 Arizona →

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

401(k) Simplified Flexible$34MSouthwest Human Development, Inc. 401(k) and Profit Sharing PlanSouthwest Human Development,…$34MHooper Corporation Retirement PlanHooper Corporation Retiremen…$34MCumberland Family Medical Center Safe Harbor 401(k) PlanCumberland Family Medical Ce…$34MCubrc and Avarint Employee Retirement PlanCubrc and Avarint Employee R…$34M
End-of-year total assets ($M) among Southwest Human Development, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$34M
Net Income-$7M
Employer EIN860407179
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Human Development, Inc.)

Sponsor-wide plan assets over time

All Southwest Human Development, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 31.78079399230634% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.5M $44.2M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 789 $34M
2023 1 732 $38M
2024 1 832 $44M

Nearby 401(k) Plans in Arizona

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

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Southwest Human Development, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.033513826 · Participants: 789Southwest Human Development, Inc. 401(k) and 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 Human Development, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Southwest Human Development, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Hooper Corporation Retirement Plan in WI ($34M); by covered participants it is Iora Health, Inc. 401(k) Plan in MA (789 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (789 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 Human Development, Inc. 401(k) and Profit Sharing Plan assets move in 2022? ▼
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan declined sharply - down 17.4% during 2022, from $41M to $34M. Reported net income was -$7M.
How have Southwest Human Development, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Human Development, Inc.'s sponsor-wide assets grew 31.8%, from $34M to $44M.
Where does Southwest Human Development, Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan ranks in the 84th 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 Human Development, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hooper Corporation Retirement Plan in WI ($34M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Human Development, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iora Health, Inc. 401(k) Plan in MA (789 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 860407179.

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.