ESOP · DOL Form 5500 · 2022

Southwest Automated Security, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
80
Participants Small participant base
69th
Percentile by assets National rank
$150,813
Avg per participant Above avg balance/head
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Official DOL plan name: Southwest Automated Security Inc Employee Stock Ownership Plan · Sponsored by Southwest Automated Security, Inc. · Texas · Wholesale Trade

$12M in assets, 80 participants

Southwest Automated Security, Inc.'s Southwest Automated Security Inc Employee Stock Ownership Plan reported $12M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,269 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Southwest Automated Security Inc Employee Stock Ownership Plan holds $12M for 80 participants - about $150,813 per participant, above the median plan by assets.

#4,269
in Wholesale Trade (6,843 peers)
-5.4%
assets change YoY

The plan reported a net loss of $687K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Automated Security Inc Employee Stock Ownership Plan's outsized position by total assets

Southwest Automated Security Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$12,065,004 Top 31% higher than 69% 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 Automated Security Inc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Automated Security Inc Employee Stock Ownership Plan is a small filing (80 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 270103211 · Southwest Automated Security, Inc. PY 2022 · ESOP

Southwest Automated Security Inc Employee Stock Ownership Plan · $12M · 80 · 69th

  • EOY $12M
  • EOY 80
  • EOY 69th
  • EOY ESOP
  • EOY near Toto's Employee Stock Ownership Plan
  • EOY ind #4269

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 What is an ESOP? → · Plans in Texas →

Southwest Automated Security Inc Employee Stock Ownership Plan in the asset neighbourhood

Heritage Bancshares Group, Inc. Employee Stock Ownership Plan and TrustHeritage Bancshares Group, I…$12MSouthwest Automated Security Inc Employee Stock Ownership PlanSouthwest Automated Security…$12MToto's Employee Stock Ownership PlanToto's Employee Stock Owners…$12MForum One Communications Corporation Employee Stock Ownership PlanForum One Communications Cor…$12MRei Engineers, Inc. Employee Stock Ownership PlanRei Engineers, Inc. Employee…$12M
End-of-year total assets ($M) among Southwest Automated Security Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$687K
Employer EIN270103211
Plan Effective Date2011-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Automated Security, Inc.)

Sponsor-wide plan assets over time

All Southwest Automated Security, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 6.299276817479712% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M 202220232024 $12.1M $11.3M ▼ -6.4%
Year Plans Participants Total Assets
2022 1 80 $12M
2023 1 97 $12M
2024 1 96 $11M

Nearby ESOP Plans in Texas

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

Southwest Automated Security Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Southwest Automated Security Inc Employee Stock Ownership Plan, Total assets ($B): 0.012065004 · Participants: 80Southwest Automated Security Inc Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Southwest Automated Security Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Southwest Automated Security Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Southwest Automated Security Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Toto's Employee Stock Ownership Plan in WI ($12M); by covered participants it is Belcam Inc. Employee Stock Ownership Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Automated Security Inc Employee Stock Ownership Plan assets move in 2022? ▼
Southwest Automated Security Inc Employee Stock Ownership Plan pulled back noticeably - down 5.4% during 2022, from $13M to $12M. Reported net income was -$687K.
How have Southwest Automated Security, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Automated Security, Inc.'s sponsor-wide assets declined 6.3%, from $12M to $11M.
Which ESOP plans are similar in size to Southwest Automated Security Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Toto's Employee Stock Ownership Plan in WI ($12M, 3 participants).
Which ESOP plans cover a similar participant headcount to Southwest Automated Security Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Belcam Inc. Employee Stock Ownership Plan in NY (80 participants, $601K 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 270103211.

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.