ESOP · DOL Form 5500 · 2023

Southwestern Electrical Company, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
46th
Percentile by assets National rank
$447,956
Avg per participant High balance/head
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Official DOL plan name: Southwestern Electrical Company, Inc. Employees Stock Ownership Plan · Sponsored by Southwestern Electrical Company, Inc. · Kansas · Construction

$5M in assets, 12 participants

Southwestern Electrical Company, Inc.'s Southwestern Electrical Company, Inc. Employees Stock Ownership Plan reported $5M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,969 in Construction (9,030 peers)

Southwestern Electrical Company, Inc. multi-year trail

Southwestern Electrical Company, Inc.'s plans moved +20.8% in assets from 2022 to 2024; this filing shows Southwestern Electrical Company, Inc. Employees Stock Ownership Plan at $5M / 12 participants.

#3,969
in Construction (9,030 peers)
+13.3%
assets growth YoY

Southwestern Electrical Company, Inc. Employees Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Southwestern Electrical Company, Inc. Employees Stock Ownership Plan vs every filed plan by assets

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

$5,375,466 46th percentile higher than 46% 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

Southwestern Electrical Company, Inc. Employees Stock Ownership 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. Southwestern Electrical Company, Inc. Employees Stock Ownership 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

  • Southwestern Electrical Company, Inc. Employees Stock Ownership Plan reported net income rose from $453K in the plan year 2022 filing to $659K in the plan year 2023 filing.
  • Southwestern Electrical Company, Inc. Employees Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 480691092 · Southwestern Electrical Company, Inc. PY 2023 · ESOP

Southwestern Electrical Company, Inc. Employees Stock Ownership Plan · $5M · 12 · 46th

  • TYPE $5M
  • TYPE 12
  • TYPE 46th
  • TYPE ESOP
  • TYPE near High Country Lumber Employee Stock Ownership Plan
  • TYPE ind #3969

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 What is an ESOP? → · Plans in Kansas →

Southwestern Electrical Company, Inc. Employees Stock Ownership Plan in the asset neighbourhood

Southwestern Electrical Company, Inc. Employees Stock Ownership PlanSouthwestern Electrical Comp…$5MHigh Country Lumber Employee Stock Ownership PlanHigh Country Lumber Employee…$5MHigh Country Lumber Employee Stock Ownership PlanHigh Country Lumber Employee…$5MThe Gadsden Corporation Employee Stock Ownership PlanThe Gadsden Corporation Empl…$5MPathfinder Bank Employee Stock Ownership PlanPathfinder Bank Employee Sto…$5M
End-of-year total assets ($M) among Southwestern Electrical Company, Inc. Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Southwestern Electrical Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southwestern Electrical Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.75272172233794% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.74M $5.73M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 12 $5M
2024 1 13 $6M

Southwestern Electrical Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$659K
Employer EIN480691092
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

Southwestern Electrical Company, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400 Total assets ($M) Participants Southwestern Electrical Company, Inc. Employees Stock Ownership Plan, Total assets ($M): 5.375466 · Participants: 12Southwestern Electrical Company, Inc. Employees Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Southwestern Electrical Company, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Southwestern Electrical Company, Inc. Employees Stock Ownership Plan side-by-side with 3 peers →

Southwestern Electrical Company, Inc. Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is High Country Lumber Employee Stock Ownership Plan in CA ($5M); by covered participants it is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (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 Southwestern Electrical Company, Inc. Employees Stock Ownership Plan assets move in 2023? ▼
Southwestern Electrical Company, Inc. Employees Stock Ownership Plan grew at a solid clip - up 13.3% during 2023, from $5M to $5M. Reported net income was $659K.
How have Southwestern Electrical Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern Electrical Company, Inc.'s sponsor-wide assets grew 20.8%, from $5M to $6M.
Which ESOP plans are similar in size to Southwestern Electrical Company, Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is High Country Lumber Employee Stock Ownership Plan in CA ($5M, 50 participants).
Which ESOP plans cover a similar participant headcount to Southwestern Electrical Company, Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants, $940K 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 480691092.

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.