401(k) · DOL Form 5500 · 2023

Communities Southwest, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
45th
Percentile by assets National rank
$431,656
Avg per participant High balance/head
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Official DOL plan name: Communities Southwest 401(k) Profit Sharing Plan · Sponsored by Communities Southwest, Inc. · Arizona · Construction

$5M in assets, 12 participants

Communities Southwest, Inc.'s Communities Southwest 401(k) Profit Sharing Plan reported $5M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,910 in Construction (9,030 peers)

Communities Southwest, Inc. multi-year trail

Communities Southwest, Inc.'s plans moved +50.2% in assets from 2022 to 2024; this filing shows Communities Southwest 401(k) Profit Sharing Plan at $5M / 12 participants.

#3,910
in Construction (9,030 peers)
+25.5%
assets growth YoY

Communities Southwest 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Communities Southwest 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,179,868 45th percentile higher than 45% 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

Communities Southwest 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Communities Southwest 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Communities Southwest 401(k) Profit Sharing Plan reported net income rose from -$656K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Communities Southwest 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Communities Southwest 401(k) Profit Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 465742874 · Communities Southwest, Inc. PY 2023 · 401(k)

Communities Southwest 401(k) Profit Sharing Plan · $5M · 12 · 45th

  • TYPE $5M
  • NET 12
  • BOOK 45th
  • VS-ST 401(k)
  • BOY near Reach of Louisville, Inc. 401(k) Plan
  • SCH ind #3910

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 Construction retirement plans → · Plans in Arizona →

Communities Southwest 401(k) Profit Sharing Plan in the asset neighbourhood

Communities Southwest 401(k) Profit Sharing PlanCommunities Southwest 401(k)…$5MReach of Louisville, Inc. 401(k) PlanReach of Louisville, Inc. 40…$5MAurora Products, Inc Retirement Savings PlanAurora Products, Inc Retirem…$5MBraun Linen Service, Inc.401(k) Profit Sharing PlanBraun Linen Service, Inc.401…$5MKaiserman Company, Inc. 401(k) Profit Sharing PlanKaiserman Company, Inc. 401(…$5M
End-of-year total assets ($M) among Communities Southwest 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Communities Southwest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Communities Southwest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 50.209745454263576% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.13M $6.2M ▲ +50.1%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 12 $5M
2024 1 13 $6M

Communities Southwest, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN465742874
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Communities Southwest 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Communities Southwest 401(k) Profit Sharing Plan, Total assets ($B): 0.005179868 · Participants: 12Communities Southwest 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Communities Southwest 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Communities Southwest 401(k) Profit Sharing Plan side-by-side with 3 peers →

Communities Southwest 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Reach of Louisville, Inc. 401(k) Plan in KY ($5M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Communities Southwest 401(k) Profit Sharing Plan assets move in 2023? ▼
Communities Southwest 401(k) Profit Sharing Plan grew sharply - up 25.5% during 2023, from $4M to $5M. Reported net income was $1M.
How have Communities Southwest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Communities Southwest, Inc.'s sponsor-wide assets grew 50.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Communities Southwest 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reach of Louisville, Inc. 401(k) Plan in KY ($5M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Communities Southwest 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 465742874.

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.