401(k) · DOL Form 5500 · 2023

Southwest Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
54
Participants Small participant base
85th
Percentile by assets National rank
$847,056
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Sales ESOP & 401(k) Retirement Plan · Sponsored by Southwest Sales, Inc. · Texas · Wholesale Trade

$46M in assets, 54 participants

Southwest Sales, Inc.'s Southwest Sales ESOP & 401(k) Retirement Plan reported $46M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,404 in Wholesale Trade (6,309 peers)

Where Southwest Sales ESOP & 401(k) Retirement Plan sits by assets

Southwest Sales ESOP & 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $46M for 54 participants (~$847,056/participant), up 8.9% in 2023.

#5,404
in Wholesale Trade (6,309 peers)
+8.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Southwest Sales ESOP & 401(k) Retirement Plan's outsized position by total assets

Southwest Sales ESOP & 401(k) Retirement Plan vs every filed plan by assets

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

$45,741,042 Top 15% higher than 85% 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

Southwest Sales ESOP & 401(k) Retirement 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. Southwest Sales ESOP & 401(k) Retirement Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Sales ESOP & 401(k) Retirement Plan reported net income rose from $267K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Southwest Sales ESOP & 401(k) Retirement Plan reported participants rose from 46 in the plan year 2022 filing to 54 in the plan year 2023 filing.
  • Southwest Sales ESOP & 401(k) Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752863336 · Southwest Sales, Inc. PY 2023 · 401(k)

Southwest Sales ESOP & 401(k) Retirement Plan · $46M · 54 · 85th

  • SCH $46M
  • EBSA 54
  • PART 85th
  • TYPE 401(k)
  • NET near Donahue Fitzgerald LLP 401(k) Profit Sharing Plan
  • BOOK ind #5404

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 →

Southwest Sales ESOP & 401(k) Retirement Plan in the asset neighbourhood

Mansfield Oil Company of Gainesville 401(k) PlanMansfield Oil Company of Gai…$46MSouthwest Sales ESOP & 401(k) Retirement PlanSouthwest Sales ESOP & 401(k…$46MDonahue Fitzgerald LLP 401(k) Profit Sharing PlanDonahue Fitzgerald LLP 401(k…$46MRetirement Plan of Goodsill Anderson Quinn & StifelRetirement Plan of Goodsill …$46MSabre Systems, Inc. 401(k) PlanSabre Systems, Inc. 401(k) P…$46M
End-of-year total assets ($M) among Southwest Sales ESOP & 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN752863336
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Sales, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$53M 25.906866136204727% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42M $52.9M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 46 $42M
2023 1 54 $46M
2024 1 63 $53M

Nearby 401(k) Plans in Texas

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

Southwest Sales ESOP & 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Sales ESOP & 401(k) Retirement Plan, Total assets ($B): 0.045741042 · Participants: 54Southwest Sales ESOP & 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Southwest Sales ESOP & 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Sales ESOP & 401(k) Retirement Plan side-by-side with 3 peers →

Southwest Sales ESOP & 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Donahue Fitzgerald LLP 401(k) Profit Sharing Plan in CA ($46M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Southwest Sales ESOP & 401(k) Retirement Plan assets move in 2023? ▼
Southwest Sales ESOP & 401(k) Retirement Plan grew at a solid clip - up 8.9% during 2023, from $42M to $46M. Reported net income was $4M.
How have Southwest Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Sales, Inc.'s sponsor-wide assets grew 25.9%, from $42M to $53M.
Where does Southwest Sales ESOP & 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Southwest Sales ESOP & 401(k) Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southwest Sales ESOP & 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Donahue Fitzgerald LLP 401(k) Profit Sharing Plan in CA ($46M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Sales ESOP & 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 752863336.

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.