401(k) · DOL Form 5500 · 2022
Southwestern Financial Corp. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $96,807
- Avg per participant Below avg balance/head
Official DOL plan name: The Mahoney Group 401(k) Plan and Trust · Sponsored by Southwestern Financial Corp. · Arizona · Finance & Insurance
$18M in assets, 185 participants
Southwestern Financial Corp.'s The Mahoney Group 401(k) Plan and Trust reported $18M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #5,691 in Finance & Insurance (9,261 peers)
Coverage in Arizona
The Mahoney Group 401(k) Plan and Trust covers 185 participants in Arizona, about 33% of the average Arizona filer (state average ~564 per filing). Assets: $18M.
- #5,691
- in Finance & Insurance (9,261 peers)
- -11.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Mahoney Group 401(k) Plan and Trust's outsized position by total assets
The Mahoney Group 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,909,230 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Mahoney Group 401(k) 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. The Mahoney Group 401(k) Plan and Trust sits mid-pack in the medium band (185 participants).
DOL schedule card
Filing strip 860224638 · Southwestern Financial Corp. PY 2022 · 401(k)
The Mahoney Group 401(k) Plan and Trust · $18M · 185 · 76th
- RANK $18M
- PHOTO 185
- IND 76th
- EOY 401(k)
- 5500 near Jay Industries, Inc. Profit Sharing & 401(k) Plan
- ASSETS ind #5691
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 Arizona →
The Mahoney Group 401(k) Plan and Trust in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$2M |
| Employer EIN | 860224638 |
| Plan Effective Date | 1978-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwestern Financial Corp.)
Sponsor-wide plan assets over time
All Southwestern Financial Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 5.8265457669138545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 330 | $99M |
| 2023 | 2 | 346 | $107M |
| 2024 | 2 | 392 | $105M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
The Mahoney Group 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Jay Industries, Inc. Profit Sharing & 401(k) Plan in OH ($18M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (185 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.