401(k) · DOL Form 5500 · 2022

Swbc Professional Employer Services V, LLC 401(k) Plan

Data updated 2026-08-11

$116M
Total assets
8,631
Participants
94th
Percentile by assets
$13,444
Avg per participant
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Official DOL plan name: Swbc Professional Employer Services 401(k) Plan · Sponsored by Swbc Professional Employer Services V, LLC · Texas · Professional & Technical Services

$116M in assets, 8,631 participants

Swbc Professional Employer Services V, LLC's Swbc Professional Employer Services 401(k) Plan reported $116M in total assets and 8,631 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #20,410 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Swbc Professional Employer Services 401(k) Plan covers 8,631 participants in Texas, 13x the typical Texas plan (state average ~688 per filing). Assets: $116M.

$116M
total plan assets (2022 EOY)
8,631
covered participants
94th
percentile by assets (of 139,126 plans)
$13,444
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Swbc Professional Employer Services 401(k) Plan sits by total assets

Swbc Professional Employer Services 401(k) Plan vs every filed plan by assets

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

$116,034,076 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Professional & Technical Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Swbc Professional Employer Services 401(k) Plan reports 8,631 participants - 13x that state average ($116M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$116M
Net Income-$13M
Employer EIN273708085
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swbc Professional Employer Services V, LLC)

$100M$150M$200M$250M 202220232024 $116M $201M ▲ +73.4%
Total plan assets by year, all Swbc Professional Employer Services V, LLC plans on file
Year Plans Participants Total Assets
2022 1 8,631 $116M
2023 1 11,002 $155M
2024 1 13,091 $201M

Nearby 401(k) Plans in Texas

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

Swbc Professional Employer Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 -10010203040 Total assets ($B) Participants Swbc Professional Em…, Total assets ($B): 0.116034076 · Participants: 8631Swbc Professional Em…AT&T Retirement Savi…, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Swbc Professional Employer Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Swbc Professional Employer Services 401(… side-by-side with 3 peers →

Scale composition for Swbc Professional Employer Services 401(k) Plan

Swbc Professional Employer Services 401(k) Plan reports $116M in end-of-year assets across 8,631 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $13,444 per participant (10% of the national average assets-per-participant) . Net income for plan year 2022 was -$13M.

This plan identity (EIN 273708085, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $116M to $201M (+73.4%) while covered participants moved from 8,631 to 13,091 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,631 $116M This page
2023 11,002 $155M Open filing
2024 · index core 13,091 $201M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Swbc Professional Employer Services 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Swbc Professional Employer Services 401(k) Plan assets move in 2022? ▼
Swbc Professional Employer Services 401(k) Plan edged up modestly - up 1.2% during 2022, from $115M to $116M. Reported net income was -$13M.
How have Swbc Professional Employer Services V, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swbc Professional Employer Services V, LLC's sponsor-wide assets grew 73.4%, from $116M to $201M.
Where does Swbc Professional Employer Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Swbc Professional Employer Services 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Swbc Professional Employer Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suntec Concrete, Inc. 401(k) Profit Sharing Plan in AZ ($116M, 996 participants).

Next read for Swbc Professional Employer Services 401(…

Filing takeaways

Ways to act on Swbc Professional Employer Services 401(k) Plan's numbers.

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 273708085.

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.