401(k) · DOL Form 5500 · 2022

Southwestern/Great American, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
232
Participants Below avg headcount
85th
Percentile by assets National rank
$161,947
Avg per participant Above avg balance/head
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Official DOL plan name: Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan · Sponsored by Southwestern/Great American, Inc. · Tennessee · Wholesale Trade

$38M in assets, 232 participants

Southwestern/Great American, Inc.'s Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan reported $38M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,883 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan covers 232 participants in Tennessee, about 21% of the average Tennessee filer (state average ~1,126 per filing). Assets: $38M.

#5,883
in Wholesale Trade (6,843 peers)
-22.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan's outsized position by total assets

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan vs every filed plan by assets

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

$37,571,817 Top 15% higher than 85% 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

Southwestern/Great American Inc. Profit Sharing and Employee Savings 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. Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan sits mid-pack in the medium band (232 participants).

EBSA filing schedule strip

Filing strip 621147144 · Southwestern/Great American, Inc. PY 2022 · 401(k)

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan · $38M · 232 · 85th

  • IND $38M
  • EOY 232
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Mac Haik Employees' Retirement Plan
  • EIN ind #5883

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 Tennessee →

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan in the asset neighbourhood

Southwestern/Great American Inc. Profit Sharing and Employee Savings PlanSouthwestern/Great American …$38MMac Haik Employees' Retirement PlanMac Haik Employees' Retireme…$38MSands Anderson PC Profit Sharing PlanSands Anderson PC Profit Sha…$38MAvalign Technologies Inc 401(k) PlanAvalign Technologies Inc 401…$38MTerritorial Savings Bank 401(k) PlanTerritorial Savings Bank 401…$38M
End-of-year total assets ($M) among Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$38M
Net Income-$11M
Employer EIN621147144
Plan Effective Date1960-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern/Great American, Inc.)

Sponsor-wide plan assets over time

All Southwestern/Great American, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 0.7015710738716736% vs 2022
2024 filing year
$36M$38M$40M$42M 202220232024 $37.6M $37.8M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 232 $38M
2023 1 253 $41M
2024 1 253 $38M

Nearby 401(k) Plans in Tennessee

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

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan, Total assets ($B): 0.037571817 · Participants: 232Southwestern/Great American Inc. Profit Sharing and Employee Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan side-by-side with 3 peers →

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Mac Haik Employees' Retirement Plan in TX ($38M); by covered participants it is Argo Data Resource Corporation 401(k) Plan in TX (232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan assets move in 2022? ▼
Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan declined sharply - down 22.1% during 2022, from $48M to $38M. Reported net income was -$11M.
How have Southwestern/Great American, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern/Great American, Inc.'s sponsor-wide assets grew 0.7%, from $38M to $38M.
Where does Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan rank by assets among Form 5500 filers? ▼
Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan ranks in the 85th 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 Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mac Haik Employees' Retirement Plan in TX ($38M, 1,754 participants).
Which 401(k) plans cover a similar participant headcount to Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Argo Data Resource Corporation 401(k) Plan in TX (232 participants, $42M 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 621147144.

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.