Other · DOL Form 5500 · 2022

Trustees - Southwest States Conference Defined Contribution Fun Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
143
Participants Small participant base
47th
Percentile by assets National rank
$30,064
Avg per participant Low balance/head
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Official DOL plan name: Southwest States Conference Defined Contribution Fund · Sponsored by Trustees - Southwest States Conference Defined Contribution Fun · Louisiana · Construction

$4M in assets, 143 participants

Trustees - Southwest States Conference Defined Contribution Fun's Southwest States Conference Defined Contribution Fund reported $4M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,619 in Construction (9,927 peers)

Coverage in Louisiana

Southwest States Conference Defined Contribution Fund covers 143 participants in Louisiana, about 29% of the average Louisiana filer (state average ~495 per filing). Assets: $4M.

#4,619
in Construction (9,927 peers)
+71.3%
assets growth YoY

Southwest States Conference Defined Contribution Fund's mid-pack asset rank among Construction and all filers

Southwest States Conference Defined Contribution Fund vs every filed plan by assets

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

$4,299,200 47th percentile higher than 47% 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 States Conference Defined Contribution Fund 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 States Conference Defined Contribution Fund sits mid-pack in the medium band (143 participants).

Published 5500 schedule card

Filing strip 271555556 · Trustees - Southwest States Conference Defined Contribution Fun PY 2022 · Other

Southwest States Conference Defined Contribution Fund · $4M · 143 · 47th

  • BOY $4M
  • SCH 143
  • EBSA 47th
  • PART Other
  • TYPE near New England Village, Inc. 403(b) Plan
  • NET ind #4619

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 Construction retirement plans → · Plans in Louisiana →

Southwest States Conference Defined Contribution Fund in the asset neighbourhood

Food Lifeline 403(b) Plan$4MSouthwest States Conference Defined Contribution FundSouthwest States Conference …$4MNew England Village, Inc. 403(b) PlanNew England Village, Inc. 40…$4MAmerican Society of Mechanical Engineers DC Pension PlanAmerican Society of Mechanic…$4MSerendipity Center 403(b) PlanSerendipity Center 403(b) Pl…$4M
End-of-year total assets ($M) among Southwest States Conference Defined Contribution Fund and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN271555556
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees - Southwest States Conference Defined Contribution Fun)

Sponsor-wide plan assets over time

All Trustees - Southwest States Conference Defined Contribution Fun plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.84236602158541% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $4.3M $3.49M ▼ -18.8%
Year Plans Participants Total Assets
2022 1 143 $4M
2023 1 881 $5M
2024 1 813 $3M

Nearby Other Plans in Louisiana

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

Southwest States Conference Defined Contribution Fund vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants Southwest States Conference Defined Contribution Fund, Total assets ($M): 4.2992 · Participants: 143Southwest States Conference Defined Contribution FundTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 672.607791 · Participants: 3246Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 467.386097 · Participants: 3343Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 398.684054 · Participants: 24876Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 261.053356 · Participants: 3481Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 188.542297 · Participants: 672Loyola University Retirement Plan
Southwest States Conference Defined Contribution Fund vs. nearby Other plans in Louisiana, assets vs. participants
Compare Southwest States Conference Defined Contribution Fund side-by-side with 3 peers →

Southwest States Conference Defined Contribution Fund's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is New England Village, Inc. 403(b) Plan in MA ($4M); by covered participants it is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 States Conference Defined Contribution Fund assets move in 2022? ▼
Southwest States Conference Defined Contribution Fund surged - up 71.3% during 2022, from $3M to $4M. Reported net income was $2M.
How have Trustees - Southwest States Conference Defined Contribution Fun plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees - Southwest States Conference Defined Contribution Fun's sponsor-wide assets declined 18.8%, from $4M to $3M.
Which Other plans are similar in size to Southwest States Conference Defined Contribution Fund? ▼
Among Other plans in other states, the closest by assets is New England Village, Inc. 403(b) Plan in MA ($4M, 259 participants).
Which Other plans cover a similar participant headcount to Southwest States Conference Defined Contribution Fund? ▼
Among Other plans in other states, the closest by covered participants is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 participants, $3M 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 271555556.

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.