Other · DOL Form 5500 · 2022

Economic Security Corporation of Southwest Area Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
388
Participants Below avg headcount
53rd
Percentile by assets National rank
$14,763
Avg per participant Low balance/head
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Official DOL plan name: Economic Security Corporation of Southwest Area 403(b) Plan · Sponsored by Economic Security Corporation of Southwest Area · Missouri · Healthcare & Social Assistance

$6M in assets, 388 participants

Economic Security Corporation of Southwest Area's Economic Security Corporation of Southwest Area 403(b) Plan reported $6M in total assets and 388 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,868 in Healthcare & Social Assistance (20,060 peers)

Economic Security Corporation of Southwest Area multi-year trail

Economic Security Corporation of Southwest Area's plans moved +30.2% in assets from 2022 to 2024; this filing shows Economic Security Corporation of Southwest Area 403(b) Plan at $6M / 388 participants.

#11,868
in Healthcare & Social Assistance (20,060 peers)
+5.1%
assets growth YoY

Economic Security Corporation of Southwest Area 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Economic Security Corporation of Southwest Area 403(b) Plan vs every filed plan by assets

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

$5,728,126 Top 47% higher than 53% 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

Economic Security Corporation of Southwest Area 403(b) Plan 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. Economic Security Corporation of Southwest Area 403(b) Plan sits mid-pack in the medium band (388 participants).

EBSA filing schedule strip

Filing strip 430834199 · Economic Security Corporation of Southwest Area PY 2022 · Other

Economic Security Corporation of Southwest Area 403(b) Plan · $6M · 388 · 53rd

  • BOY $6M
  • SCH 388
  • EBSA 53rd
  • PART Other
  • TYPE near Sterling Montessori Retirement Savings Plan
  • NET ind #11868

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Economic Security Corporation of Southwest Area 403(b) Plan in the asset neighbourhood

Economic Security Corporation of Southwest Area 403(b) PlanEconomic Security Corporatio…$6MSterling Montessori Retirement Savings PlanSterling Montessori Retireme…$6MAging Services of North Central Massachusetts, Inc. 403(b) PlanAging Services of North Cent…$6MFresno County Economic Opportunities Commission 403(b) PlanFresno County Economic Oppor…$6MCenter for Responsive Schools, Inc. 403(b) PlanCenter for Responsive School…$6M
End-of-year total assets ($M) among Economic Security Corporation of Southwest Area 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Economic Security Corporation of Southwest Area multi-year asset trail

Sponsor-wide plan assets over time

All Economic Security Corporation of Southwest Area plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.223252770626903% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.73M $7.46M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 388 $6M
2023 1 393 $7M
2024 1 311 $7M

Economic Security Corporation of Southwest Area filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$279K
Employer EIN430834199
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Missouri

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

Economic Security Corporation of Southwest Area 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Economic Security Corporation of Southwest Area 403(b) Plan, Total assets ($M): 5.728126 · Participants: 388Economic Security Corporation of Southwest Area 403(b) PlanSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
Economic Security Corporation of Southwest Area 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Economic Security Corporation of Southwest Area 403(b) Plan side-by-side with 3 peers →

Economic Security Corporation of Southwest Area 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Sterling Montessori Retirement Savings Plan in NC ($6M); by covered participants it is Food for the Poor 403b Plan in FL (388 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (388 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 Economic Security Corporation of Southwest Area 403(b) Plan assets move in 2022? ▼
Economic Security Corporation of Southwest Area 403(b) Plan grew at a solid clip - up 5.1% during 2022, from $5M to $6M. Reported net income was $279K.
How have Economic Security Corporation of Southwest Area plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Economic Security Corporation of Southwest Area's sponsor-wide assets grew 30.2%, from $6M to $7M.
Which Other plans are similar in size to Economic Security Corporation of Southwest Area 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Sterling Montessori Retirement Savings Plan in NC ($6M, 106 participants).
Which Other plans cover a similar participant headcount to Economic Security Corporation of Southwest Area 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Food for the Poor 403b Plan in FL (388 participants, $22M 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 430834199.

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.