401(k) · DOL Form 5500 · 2023
Empire Southwest LLC 401(k) Plan
Data updated 2026-08-25
- $417M
- Total assets Above avg plan size
- 2,528
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $164,865
- Avg per participant Above avg balance/head
Official DOL plan name: Empire Retirement Savings Plan · Sponsored by Empire Southwest LLC · Arizona · Real Estate
$417M in assets, 2,528 participants
Empire Southwest LLC's Empire Retirement Savings Plan reported $417M in total assets and 2,528 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #4,703 in Real Estate (4,727 peers)
Coverage in Arizona
Empire Retirement Savings Plan covers 2,528 participants in Arizona, 4.5x the typical Arizona plan (state average ~564 per filing). Assets: $417M.
- #4,703
- in Real Estate (4,727 peers)
- +63.7%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Empire Retirement Savings Plan's outsized position by total assets
Empire Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$416,779,340 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Empire Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Empire Retirement Savings Plan lands in the large band (2,528 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Empire Retirement Savings Plan reported net income rose from -$44M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Empire Retirement Savings Plan end-of-year assets rose from $255M in the plan year 2022 filing to $417M in the plan year 2023 filing.
- Empire Retirement Savings Plan reported participants rose from 2,275 in the plan year 2022 filing to 2,528 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860894087 · Empire Southwest LLC PY 2023 · 401(k)
Empire Retirement Savings Plan · $417M · 2,528 · 97th
- IND $417M
- IND 2,528
- IND 97th
- IND 401(k)
- IND near Emerson Electric Co. Retirement Savings Plan
- IND ind #4703
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 Real Estate retirement plans → · Plans in Arizona →
Empire Retirement Savings Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $255M |
|---|---|
| Net Assets (End of Year) | $417M |
| Net Income | $74M |
| Employer EIN | 860894087 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Empire Southwest LLC)
Sponsor-wide plan assets over time
All Empire Southwest LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $487M 91.46259346799657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,275 | $255M |
| 2023 | 1 | 2,528 | $417M |
| 2024 | 1 | 4,303 | $487M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Empire Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Emerson Electric Co. Retirement Savings Plan in MO ($417M); by covered participants it is Sargent & Lundy Savings Investment Plan in IL (2,527 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($417M here).
- Emerson Electric Co. Retirement Savings Plan (MO) $417M · 4,696
- John Bean Technologies Corporation Savings and Investment Plan (IL) $417M · 3,342
- Cooperative Savings Plan (IN) $417M · 4,526
- Central Ohio Primary Care Physicians, Inc. Savings Plan (OH) $416M · 2,168
Similar participant headcount
Nearest other-state filings by covered participants (2,528 participants); asset peers above are excluded.
- Sargent & Lundy Savings Investment Plan (IL) 2,527 · 1 off
- Nfi Group 401(k) Plan (CA) 2,530 · 2 off
- Fogo De Chao 401(k) Retirement Plan (TX) 2,526 · 2 off
- Roche Bros. 401(k) and Profit Sharing Plan (MA) 2,530 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.