401(k) · DOL Form 5500 · 2022

Southworth Development LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
158
Participants Small participant base
63rd
Percentile by assets National rank
$56,927
Avg per participant Low balance/head
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Official DOL plan name: Southworth Development LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Southworth Development LLC · Massachusetts · Arts, Entertainment & Recreation

$9M in assets, 158 participants

Southworth Development LLC's Southworth Development LLC 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #2,340 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Massachusetts

Southworth Development LLC 401(k) Profit Sharing Plan & Trust covers 158 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#2,340
in Arts, Entertainment & Recreation (3,077 peers)
-6.7%
assets change YoY

The plan reported a net loss of $644K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southworth Development LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Southworth Development LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,994,425 Top 37% higher than 63% 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

Southworth Development LLC 401(k) Profit Sharing Plan & 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. Southworth Development LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (158 participants).

EBSA filing schedule strip

Filing strip 202759238 · Southworth Development LLC PY 2022 · 401(k)

Southworth Development LLC 401(k) Profit Sharing Plan & Trust · $9M · 158 · 63rd

  • TYPE $9M
  • TYPE 158
  • TYPE 63rd
  • TYPE 401(k)
  • TYPE near Rand Group Solutions, LLC 401(k) Profit Sharing Plan & Trust
  • TYPE ind #2340

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 Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →

Southworth Development LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ncsp Bu 401(k) Plan$9MSouthworth Development LLC 401(k) Profit Sharing Plan & TrustSouthworth Development LLC 4…$9MRand Group Solutions, LLC 401(k) Profit Sharing Plan & TrustRand Group Solutions, LLC 40…$9MDawood Engineering Inc 401(k) PlanDawood Engineering Inc 401(k…$9MVeoneer Brake Systems LLC 401(k) PlanVeoneer Brake Systems LLC 40…$9M
End-of-year total assets ($M) among Southworth Development LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$644K
Employer EIN202759238
Plan Effective Date2008-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Southworth Development LLC)

Sponsor-wide plan assets over time

All Southworth Development LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.22313544223227% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.99M $12.3M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 158 $9M
2023 1 142 $10M
2024 1 273 $12M

Nearby 401(k) Plans in Massachusetts

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

Southworth Development LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Southworth Development LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008994425 · Participants: 158Southworth Development LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Southworth Development LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Southworth Development LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Southworth Development LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rand Group Solutions, LLC 401(k) Profit Sharing Plan & Trust in TX ($9M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Southworth Development LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Southworth Development LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.7% during 2022, from $10M to $9M. Reported net income was -$644K.
How have Southworth Development LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southworth Development LLC's sponsor-wide assets grew 37.2%, from $9M to $12M.
Which 401(k) plans are similar in size to Southworth Development LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rand Group Solutions, LLC 401(k) Profit Sharing Plan & Trust in TX ($9M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Southworth Development LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 participants, N/A 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 202759238.

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.