401(k) · DOL Form 5500 · 2022
Swbc Professional Employer Services V, LLC 401(k) Plan
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 8,631
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $13,444
- Avg per participant Low balance/head
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.
- #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.
- #20,410
- in Professional & Technical Services (21,562 peers)
- +1.2%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
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.
Swbc Professional Employer Services 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Swbc Professional Employer Services 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swbc Professional Employer Services 401(k) Plan lands in the large band (8,631 participants).
Published 5500 schedule card
Filing strip 273708085 · Swbc Professional Employer Services V, LLC PY 2022 · 401(k)
Swbc Professional Employer Services 401(k) Plan · $116M · 8,631 · 94th
- 5500 $116M
- ASSETS 8,631
- PCT 94th
- EIN 401(k)
- RANK near Suntec Concrete, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #20410
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 Professional & Technical Services retirement plans → · Plans in Texas →
Swbc Professional Employer Services 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | -$13M |
| Employer EIN | 273708085 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swbc Professional Employer Services V, LLC)
Sponsor-wide plan assets over time
All Swbc Professional Employer Services V, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $201M 73.43710997448714% vs 2022
- 2024 filing year
| 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.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
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:
- Swbc Professional Employer Services 401(k) Plan (401(k), $201M, 13,091 participants)
Swbc Professional Employer Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Suntec Concrete, Inc. 401(k) Profit Sharing Plan in AZ ($116M); by covered participants it is Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan in IN (8,632 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
- Suntec Concrete, Inc. 401(k) Profit Sharing Plan (AZ) $116M · 996
- Pennoni Associates Inc. 401(k)/Profit Sharing Plan (PA) $116M · 1,078
- Vector Security, Inc. Retirement Savings Plan (PA) $116M · 1,558
- Columbia Bank Savings and Investment Plan (NJ) $116M · 663
Similar participant headcount
Nearest other-state filings by covered participants (8,631 participants); asset peers above are excluded.
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan (IN) 8,632 · 1 off
- Employee Savings Plan (IL) 8,626 · 5 off
- Crst Expedited Inc D/B/a Crst the Transportation Solution Inc Ps 401(k) Plan (IA) 8,624 · 7 off
- Coca-Cola Bottling Company United, Inc. 401(k) Plan (AL) 8,612 · 19 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.