Profit Sharing · DOL Form 5500 · 2022

Assessments of the Southwest, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
22
Participants Small participant base
36th
Percentile by assets National rank
$102,855
Avg per participant Below avg balance/head
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Official DOL plan name: Assessments of the Southwest, Inc. Profit Sharing Plan and Trust · Sponsored by Assessments of the Southwest, Inc. · Texas · Information & Media

$2M in assets, 22 participants

Assessments of the Southwest, Inc.'s Assessments of the Southwest, Inc. Profit Sharing Plan and Trust reported $2M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #602 in Information & Media (2,911 peers)

Assessments of the Southwest, Inc. multi-year trail

Assessments of the Southwest, Inc.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows Assessments of the Southwest, Inc. Profit Sharing Plan and Trust at $2M / 22 participants.

#602
in Information & Media (2,911 peers)
+25.0%
assets growth YoY

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Information & Media and all filers

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,262,815 36th percentile higher than 36% 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

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assessments of the Southwest, Inc. Profit Sharing Plan and Trust is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 742146134 · Assessments of the Southwest, Inc. PY 2022 · Profit Sharing

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust · $2M · 22 · 36th

  • BOOK $2M
  • VS-ST 22
  • BOY 36th
  • SCH Profit Sharing
  • EBSA near Youth Dynamics, Inc. Employer Sponsored Plan
  • PART ind #602

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 Information & Media retirement plans → · Plans in Texas →

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Assessments of the Southwest, Inc. Profit Sharing Plan and TrustAssessments of the Southwest…$2MYouth Dynamics, Inc. Employer Sponsored PlanYouth Dynamics, Inc. Employe…$2MThe Argus Group and Affiliated Employer Profit Sharing PlanThe Argus Group and Affiliat…$2MTarget Constructors, Inc. Profit Sharing PlanTarget Constructors, Inc. Pr…$2MFrederick Pereira Keogh Plan$2M
End-of-year total assets ($M) among Assessments of the Southwest, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Assessments of the Southwest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Assessments of the Southwest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.59251861066857% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.26M $3.09M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 22 $2M
2023 1 19 $3M
2024 1 21 $3M

Assessments of the Southwest, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$452K
Employer EIN742146134
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Assessments of the Southwest, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.002262815 · Participants: 22Assessments of the Southwest, Inc. Profit Sharing Plan and TrustSouthwest 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
Assessments of the Southwest, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Assessments of the Southwest, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Youth Dynamics, Inc. Employer Sponsored Plan in MT ($2M); by covered participants it is Rose Gonzales Plants, Inc. Profit Sharing Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Assessments of the Southwest, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
Assessments of the Southwest, Inc. Profit Sharing Plan and Trust grew sharply - up 25.0% during 2022, from $2M to $2M. Reported net income was $452K.
How have Assessments of the Southwest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assessments of the Southwest, Inc.'s sponsor-wide assets grew 36.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Assessments of the Southwest, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Youth Dynamics, Inc. Employer Sponsored Plan in MT ($2M, 392 participants).
Which Profit Sharing plans cover a similar participant headcount to Assessments of the Southwest, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rose Gonzales Plants, Inc. Profit Sharing Plan in CA (22 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 742146134.

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.