Profit Sharing · DOL Form 5500 · 2023

Sws Associates Inc Profit Sharing Plan

Data updated 2026-08-25

$840K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$420,068
Avg per participant High balance/head
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Official DOL plan name: Sws Associates Inc Profit Sharing Plan & Trust · Sponsored by Sws Associates Inc · Texas · Wholesale Trade

$840K in assets, 2 participants

Sws Associates Inc's Sws Associates Inc Profit Sharing Plan & Trust reported $840K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #756 in Wholesale Trade (6,309 peers)

Sws Associates Inc multi-year trail

Sws Associates Inc's plans moved -78.4% in assets from 2022 to 2024; this filing shows Sws Associates Inc Profit Sharing Plan & Trust at $840K / 2 participants.

#756
in Wholesale Trade (6,309 peers)
+21.3%
assets growth YoY

Sws Associates Inc Profit Sharing Plan & Trust among the smaller filed plans by assets

Sws Associates Inc Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$840,135 22nd percentile higher than 22% of 127,068 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 2023

Sws Associates Inc Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sws Associates Inc Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sws Associates Inc Profit Sharing Plan & Trust reported net income rose from -$180K in the plan year 2022 filing to $147K in the plan year 2023 filing.
  • Sws Associates Inc Profit Sharing Plan & Trust end-of-year assets rose from $693K in the plan year 2022 filing to $840K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741973977 · Sws Associates Inc PY 2023 · Profit Sharing

Sws Associates Inc Profit Sharing Plan & Trust · $840K · 2 · 22nd

  • BOOK $840K
  • VS-ST 2
  • BOY 22nd
  • SCH Profit Sharing
  • EBSA near Royale Blue Hospitality, LLC. Retirement Plan
  • PART ind #756

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 Wholesale Trade retirement plans → · Plans in Texas →

Sws Associates Inc Profit Sharing Plan & Trust in the asset neighbourhood

Sws Associates Inc Profit Sharing Plan & TrustSws Associates Inc Profit Sh…$840KRoyale Blue Hospitality, LLC. Retirement PlanRoyale Blue Hospitality, LLC…$840KMilliken Research Associates,Inc. Profit Sharing PlanMilliken Research Associates…$841KInnovaflex Corporation Retirement PlanInnovaflex Corporation Retir…$840KGalanopoulos & Galgan Profit Sharing PlanGalanopoulos & Galgan Profit…$841K
End-of-year total assets ($M) among Sws Associates Inc Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sws Associates Inc multi-year asset trail

Sponsor-wide plan assets over time

All Sws Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$150K 78.41018681604251% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.69M $0.15M ▼ -78.3%
Year Plans Participants Total Assets
2022 1 2 $693K
2023 1 2 $840K
2024 1 2 $150K

Sws Associates Inc filing trail (2023)

Total Assets (Beginning of Year)$693K
Net Assets (End of Year)$840K
Net Income$147K
Employer EIN741973977
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Sws Associates Inc Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Sws Associates Inc Profit Sharing Plan & Trust, Total assets ($B): 0.000840135 · Participants: 2Sws Associates Inc Profit Sharing Plan & TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Sws Associates Inc Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Sws Associates Inc Profit Sharing Plan & Trust side-by-side with 3 peers →

Sws Associates Inc Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Royale Blue Hospitality, LLC. Retirement Plan in PR ($840K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sws Associates Inc Profit Sharing Plan & Trust assets move in 2023? ▼
Sws Associates Inc Profit Sharing Plan & Trust grew sharply - up 21.3% during 2023, from $693K to $840K. Reported net income was $147K.
How have Sws Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sws Associates Inc's sponsor-wide assets declined 78.4%, from $693K to $150K.
Where does Sws Associates Inc Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Sws Associates Inc Profit Sharing Plan & Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sws Associates Inc Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Royale Blue Hospitality, LLC. Retirement Plan in PR ($840K, 454 participants).
Which Profit Sharing plans cover a similar participant headcount to Sws Associates Inc Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741973977.

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.