401(k) · DOL Form 5500 · 2023

Empire Southwest LLC 401(k) Plan

Data updated 2026-08-11

$417M
Total assets
2,528
Participants
97th
Percentile by assets
$164,865
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$417M
total plan assets (2023 EOY)
2,528
covered participants
97th
percentile by assets (of 127,072 plans)
$164,865
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Industry

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Empire Retirement Savings Plan reports 2,528 participants - 4.5x that state average ($417M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$255M
Net Assets (End of Year)$417M
Net Income$74M
Employer EIN860894087
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empire Southwest LLC)

$200M$300M$400M$500M$600M 202220232024 $255M $487M ▲ +91.5%
Total plan assets by year, all Empire Southwest LLC plans on file
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.

Empire Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Empire Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 0246 Total assets ($B) Participants Empire Retirement Sa…Bechtel Trust & Thri…Banner Health Employ…Republic Services, I…Freeport-Mcmoran Inc…Stantec 401(k) Plan
Empire Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Empire Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Empire Retirement Savings Plan assets move in 2023?
Empire Retirement Savings Plan surged - up 63.7% during 2023, from $255M to $417M. Reported net income was $74M.
How have Empire Southwest LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Empire Southwest LLC's sponsor-wide assets grew 91.5%, from $255M to $487M.
Where does Empire Retirement Savings Plan rank by assets among Form 5500 filers?
Empire Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Empire Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Emerson Electric Co. Retirement Savings Plan in MO ($417M, 4,696 participants).

Next read for Empire Retirement Savings Plan

Filing takeaways

Ways to act on Empire Retirement Savings Plan's numbers.