401(k) · DOL Form 5500 · 2022

Sfe Intermediate Holdco, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
4,684
Participants Above avg headcount
59th
Percentile by assets National rank
$1,607
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Foodservice Excellence 401(k) Plan · Sponsored by Sfe Intermediate Holdco, LLC · Arizona · Food Services & Accommodation

$8M in assets, 4,684 participants

Sfe Intermediate Holdco, LLC's Southwest Foodservice Excellence 401(k) Plan reported $8M in total assets and 4,684 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,988 in Food Services & Accommodation (4,592 peers)

Coverage in Arizona

Southwest Foodservice Excellence 401(k) Plan covers 4,684 participants in Arizona, 8.3x the typical Arizona plan (state average ~564 per filing). Assets: $8M.

#3,988
in Food Services & Accommodation (4,592 peers)
+14.5%
assets growth YoY

Southwest Foodservice Excellence 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Southwest Foodservice Excellence 401(k) Plan vs every filed plan by assets

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

$7,527,329 Top 41% higher than 59% 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 Foodservice Excellence 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. Southwest Foodservice Excellence 401(k) Plan lands in the large band (4,684 participants).

Published 5500 schedule card

Filing strip 822192226 · Sfe Intermediate Holdco, LLC PY 2022 · 401(k)

Southwest Foodservice Excellence 401(k) Plan · $8M · 4,684 · 59th

  • BOY $8M
  • BOY 4,684
  • BOY 59th
  • BOY 401(k)
  • BOY near Premier Eyecare and Surgery 401(k) Plan
  • BOY ind #3988

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 Food Services & Accommodation retirement plans → · Plans in Arizona →

Southwest Foodservice Excellence 401(k) Plan in the asset neighbourhood

Southwest Foodservice Excellence 401(k) PlanSouthwest Foodservice Excell…$8MPremier Eyecare and Surgery 401(k) PlanPremier Eyecare and Surgery …$8MRt&t Rockfarm Retirement Plan$8MWawona Packing Company Retirement Savings PlanWawona Packing Company Retir…$8MContinuum Health Alliance, LLC 401(k) Profit Sharing PlanContinuum Health Alliance, L…$8M
End-of-year total assets ($M) among Southwest Foodservice Excellence 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$955K
Employer EIN822192226
Plan Effective Date2018-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sfe Intermediate Holdco, LLC)

Sponsor-wide plan assets over time

All Sfe Intermediate Holdco, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 66.22500491210096% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.53M $12.5M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 4,684 $8M
2023 1 6,168 $10M
2024 1 7,680 $13M

Nearby 401(k) Plans in Arizona

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

Southwest Foodservice Excellence 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -101234 Total assets ($B) Participants Southwest Foodservice Excellence 401(k) Plan, Total assets ($B): 0.007527329 · Participants: 4684Southwest Foodservice Excellence 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Southwest Foodservice Excellence 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Southwest Foodservice Excellence 401(k) Plan side-by-side with 3 peers →

Southwest Foodservice Excellence 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Premier Eyecare and Surgery 401(k) Plan in IL ($8M); by covered participants it is The Container Store, Inc. 401(k) Plan in TX (4,684 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,684 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 Foodservice Excellence 401(k) Plan assets move in 2022? ▼
Southwest Foodservice Excellence 401(k) Plan grew at a solid clip - up 14.5% during 2022, from $7M to $8M. Reported net income was $955K.
How have Sfe Intermediate Holdco, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sfe Intermediate Holdco, LLC's sponsor-wide assets grew 66.2%, from $8M to $13M.
Which 401(k) plans are similar in size to Southwest Foodservice Excellence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premier Eyecare and Surgery 401(k) Plan in IL ($8M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Foodservice Excellence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Container Store, Inc. 401(k) Plan in TX (4,684 participants, $122M 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 822192226.

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.