401(k) · DOL Form 5500 · 2023

Southwest Healthcare Associates, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 8
Participants Small participant base: 36th
Percentile by assets National rank: $391,069
Avg per participant High balance/head

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Official DOL plan name: Southwest Healthcare Associates, LLC Employee Savings Trust · Sponsored by Southwest Healthcare Associates, LLC · New Mexico · Healthcare & Social Assistance

$3M in assets, 8 participants

Southwest Healthcare Associates, LLC's Southwest Healthcare Associates, LLC Employee Savings Trust reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#6,619 in Healthcare & Social Assistance (17,684 peers)

Southwest Healthcare Associates, LLC multi-year trail

Southwest Healthcare Associates, LLC's plans moved +27.3% in assets from 2023 to 2024; this filing shows Southwest Healthcare Associates, LLC Employee Savings Trust at $3M / 8 participants.

#6,619
in Healthcare & Social Assistance (17,684 peers): +29.1%
assets growth YoY

Southwest Healthcare Associates, LLC Employee Savings Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southwest Healthcare Associates, LLC Employee Savings Trust vs every filed plan by assets

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

$3,128,554 36th percentile higher than 36% 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

Southwest Healthcare Associates, LLC Employee Savings 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. Southwest Healthcare Associates, LLC Employee Savings Trust is a micro filing (8 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 850481272 · Southwest Healthcare Associates, LLC PY 2023 · 401(k)

Southwest Healthcare Associates, LLC Employee Savings Trust · $3M · 8 · 36th

PHOTO $3M
IND 8
EOY 36th
5500 401(k)
ASSETS near Apex Marine 401(k) Plan
PCT ind #6619

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 New Mexico →

End-of-year total assets ($M) among Southwest Healthcare Associates, LLC Employee Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southwest Healthcare Associates, LLC multi-year asset trail

Latest sponsor-wide plan assets: $4M 27.29513379024303% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	8	$3M
2024	1	9	$4M

Southwest Healthcare Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$704K
Employer EIN	850481272
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Healthcare Associates, LLC Employee Savings Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants

Ntess Savings and Income Plan $6.1B · 14,721
Triad 401(k) Retirement Plan $2.0B · 10,005
Triad 401(k) Savings Plan $840M · 2,249
Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962

Compare Southwest Healthcare Associates, LLC Employee Savings Trust side-by-side with 3 peers →

Southwest Healthcare Associates, LLC Employee Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Apex Marine 401(k) Plan in MI ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Apex Marine 401(k) Plan (MI) $3M · 157
Milk Makeup, LLC 401(k) Plan (NY) $3M · 80
Empire Paper Company 401(k) Plan (TX) $3M · 71
Bruce a Gershman PA Profit Sharing Plan & Trust (MN) $3M · 1

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

Burke Optometry, Inc. 401(k) Plan (CA) 8 · 0 off
Culshaw & Company LLC Employee Savings Plan (OR) 8 · 0 off
Cei 401(k) Profit Sharing Plan & Trust (GA) 8 · 0 off
Scott J. Maslow, D.M.D., P.a. 401(k) Profit Sharing Plan (NJ) 8 · 0 off

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 Southwest Healthcare Associates, LLC Employee Savings Trust assets move in 2023? ▼

Southwest Healthcare Associates, LLC Employee Savings Trust grew sharply - up 29.1% during 2023, from $2M to $3M. Reported net income was $704K.

How have Southwest Healthcare Associates, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Southwest Healthcare Associates, LLC's sponsor-wide assets grew 27.3%, from $3M to $4M.

Which 401(k) plans are similar in size to Southwest Healthcare Associates, LLC Employee Savings Trust? ▼

Among 401(k) plans in other states, the closest by assets is Apex Marine 401(k) Plan in MI ($3M, 157 participants).

Which 401(k) plans cover a similar participant headcount to Southwest Healthcare Associates, LLC Employee Savings Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 850481272.