Profit Sharing · DOL Form 5500 · 2022

Southwest Transplant Alliance Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
295
Participants Below avg headcount
68th
Percentile by assets National rank
$39,290
Avg per participant Low balance/head
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Official DOL plan name: Southwest Transplant Alliance 401(a) Retirement Plan · Sponsored by Southwest Transplant Alliance · Texas · Other Services

$12M in assets, 295 participants

Southwest Transplant Alliance's Southwest Transplant Alliance 401(a) Retirement Plan reported $12M in total assets and 295 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,839 in Other Services (8,398 peers)

Coverage in Texas

Southwest Transplant Alliance 401(a) Retirement Plan covers 295 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#6,839
in Other Services (8,398 peers)
-7.4%
assets change YoY

The plan reported a net loss of $930K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Transplant Alliance 401(a) Retirement Plan's outsized position by total assets

Southwest Transplant Alliance 401(a) Retirement Plan vs every filed plan by assets

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

$11,590,504 Top 32% higher than 68% 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 Transplant Alliance 401(a) Retirement 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 Transplant Alliance 401(a) Retirement Plan sits mid-pack in the medium band (295 participants).

DOL schedule card

Filing strip 751469319 · Southwest Transplant Alliance PY 2022 · Profit Sharing

Southwest Transplant Alliance 401(a) Retirement Plan · $12M · 295 · 68th

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  • BOOK near Mountaineer Contractors, Inc. 401(k) Profit Sharing Plan
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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 Other Services retirement plans → · Plans in Texas →

Southwest Transplant Alliance 401(a) Retirement Plan in the asset neighbourhood

Southwest Transplant Alliance 401(a) Retirement PlanSouthwest Transplant Allianc…$12MMountaineer Contractors, Inc. 401(k) Profit Sharing PlanMountaineer Contractors, Inc…$12MMorgan Energy Corporation Profit Sharing PlanMorgan Energy Corporation Pr…$12MNovus, Inc. Coda Profit Sharing PlanNovus, Inc. Coda Profit Shar…$12MG.L. Wilson Building Company Profit Sharing PlanG.L. Wilson Building Company…$12M
End-of-year total assets ($M) among Southwest Transplant Alliance 401(a) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$930K
Employer EIN751469319
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Transplant Alliance)

Sponsor-wide plan assets over time

All Southwest Transplant Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$28M 44.502708972622095% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $28.4M ▲ +44.5%
Year Plans Participants Total Assets
2022 2 590 $20M
2023 2 645 $24M
2024 2 723 $28M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Southwest Transplant Alliance 401(a) Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Southwest Transplant Alliance 401(a) Retirement Plan, Total assets ($B): 0.011590504 · Participants: 295Southwest Transplant Alliance 401(a) Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Southwest Transplant Alliance 401(a) Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Southwest Transplant Alliance 401(a) Retirement Plan side-by-side with 3 peers →

Southwest Transplant Alliance 401(a) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Mountaineer Contractors, Inc. 401(k) Profit Sharing Plan in WV ($12M); by covered participants it is Cal-State Auto Parts, Inc. Profit Sharing Plan and Trust in CA (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Transplant Alliance 401(a) Retirement Plan assets move in 2022? ▼
Southwest Transplant Alliance 401(a) Retirement Plan pulled back noticeably - down 7.4% during 2022, from $13M to $12M. Reported net income was -$930K.
How have Southwest Transplant Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Transplant Alliance's sponsor-wide assets grew 44.5%, from $20M to $28M.
Which Profit Sharing plans are similar in size to Southwest Transplant Alliance 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mountaineer Contractors, Inc. 401(k) Profit Sharing Plan in WV ($12M, 235 participants).
Which Profit Sharing plans cover a similar participant headcount to Southwest Transplant Alliance 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cal-State Auto Parts, Inc. Profit Sharing Plan and Trust in CA (295 participants, $2M 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 751469319.

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.