401(k) · DOL Form 5500 · 2022

Swt Arizona Investments LLC 401(k) Plan

Data updated 2026-08-25

$429K
Total assets Small plan by assets
2,279
Participants Above avg headcount
17th
Percentile by assets National rank
$188
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Swt Arizona Investments LLC 401(k) Plan · Sponsored by Swt Arizona Investments LLC · Texas · Food Services & Accommodation

$429K in assets, 2,279 participants

Swt Arizona Investments LLC's Swt Arizona Investments LLC 401(k) Plan reported $429K in total assets and 2,279 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,972 in Food Services & Accommodation (4,592 peers)

Coverage in Texas

Swt Arizona Investments LLC 401(k) Plan covers 2,279 participants in Texas, 3.3x the typical Texas plan (state average ~688 per filing). Assets: $429K.

#1,972
in Food Services & Accommodation (4,592 peers)
-15.7%
assets change YoY

The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swt Arizona Investments LLC 401(k) Plan among the smaller filed plans by assets

Swt Arizona Investments LLC 401(k) Plan vs every filed plan by assets

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

$428,943 17th percentile higher than 17% 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

Swt Arizona Investments LLC 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. Swt Arizona Investments LLC 401(k) Plan lands in the large band (2,279 participants).

Published 5500 schedule card

Filing strip 208656457 · Swt Arizona Investments LLC PY 2022 · 401(k)

Swt Arizona Investments LLC 401(k) Plan · $429K · 2,279 · 17th

  • EOY $429K
  • 5500 2,279
  • ASSETS 17th
  • PCT 401(k)
  • EIN near 1st Results Billing & Collections, Inc. 401(k) Plan
  • RANK ind #1972

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 Texas →

Swt Arizona Investments LLC 401(k) Plan in the asset neighbourhood

Swt Arizona Investments LLC 401(k) PlanSwt Arizona Investments LLC …$429K1st Results Billing & Collections, Inc. 401(k) Plan1st Results Billing & Collec…$429KAarmark Beer Gardens 401(k) PlanAarmark Beer Gardens 401(k) …$429KFull Sail Enterprises, Inc. 401(k) Profit Sharing PlanFull Sail Enterprises, Inc. …$429KTriplekicks, Inc. 401(k) Profit Sharing PlanTriplekicks, Inc. 401(k) Pro…$429K
End-of-year total assets ($M) among Swt Arizona Investments LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$509K
Net Assets (End of Year)$427K
Net Income-$80K
Employer EIN208656457
Plan Effective Date2012-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Swt Arizona Investments LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Swt Arizona Investments LLC 401(k) Plan, Total assets ($B): 0.000428943 · Participants: 2279Swt Arizona Investments LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Swt Arizona Investments LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Swt Arizona Investments LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is 1st Results Billing & Collections, Inc. 401(k) Plan in NC ($429K); by covered participants it is Hexcel Corporation 401(k) Retirement Savings Plan in CT (2,279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,279 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 Swt Arizona Investments LLC 401(k) Plan assets move in 2022?
Swt Arizona Investments LLC 401(k) Plan declined sharply - down 15.7% during 2022, from $509K to $429K. Reported net income was -$80K.
Where does Swt Arizona Investments LLC 401(k) Plan rank by assets among Form 5500 filers?
Swt Arizona Investments LLC 401(k) Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Swt Arizona Investments LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is 1st Results Billing & Collections, Inc. 401(k) Plan in NC ($429K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Swt Arizona Investments LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Hexcel Corporation 401(k) Retirement Savings Plan in CT (2,279 participants, $409M in assets).