Defined Benefit (Pension) · DOL Form 5500 · 2023

Sw General, Inc., Dba Southwest Ambulance Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
226
Participants Below avg headcount
75th
Percentile by assets National rank
$103,452
Avg per participant Below avg balance/head
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Official DOL plan name: Southwest Ambulance Pension Plan · Sponsored by Sw General, Inc., Dba Southwest Ambulance · Colorado · Healthcare & Social Assistance

$23M in assets, 226 participants

Sw General, Inc., Dba Southwest Ambulance's Southwest Ambulance Pension Plan reported $23M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #14,026 in Healthcare & Social Assistance (17,684 peers)

Where Southwest Ambulance Pension Plan sits by assets

Southwest Ambulance Pension Plan sits in the top quartile of all filed plans by assets, $23M for 226 participants (~$103,452/participant), down 6.8% in 2023.

#14,026
in Healthcare & Social Assistance (17,684 peers)
-6.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Ambulance Pension Plan's outsized position by total assets

Southwest Ambulance Pension Plan vs every filed plan by assets

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

$23,380,228 Top 25% higher than 75% 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 Ambulance Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Ambulance Pension Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Ambulance Pension Plan reported net income rose from -$10M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Southwest Ambulance Pension Plan reported participants fell from 273 in the plan year 2022 filing to 226 in the plan year 2023 filing.
  • Southwest Ambulance Pension Plan end-of-year assets fell from $25M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860434455 · Sw General, Inc., Dba Southwest Ambulance PY 2023 · Defined Benefit (Pension)

Southwest Ambulance Pension Plan · $23M · 226 · 75th

  • PHOTO $23M
  • IND 226
  • EOY 75th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Retirement Plan for Hourly Employees of Mersen USA
  • PCT ind #14026

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 Colorado →

Southwest Ambulance Pension Plan in the asset neighbourhood

Retirement Plan for Hourly Employees of Mersen USARetirement Plan for Hourly E…$23MSouthwest Ambulance Pension PlanSouthwest Ambulance Pension …$23MThe Fiesta Tableware Company Salaried Employees Pension PlanThe Fiesta Tableware Company…$23MEpcor Water (USA), Inc. Pension PlanEpcor Water (USA), Inc. Pens…$23MJersey Shore State Bank Retirement PlanJersey Shore State Bank Reti…$23M
End-of-year total assets ($M) among Southwest Ambulance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN860434455
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sw General, Inc., Dba Southwest Ambulance)

Sponsor-wide plan assets over time

All Sw General, Inc., Dba Southwest Ambulance plans reported in each filing year

Latest sponsor-wide plan assets
$24M 3.9332920215441423% vs 2022
2024 filing year
$23M$24M$25M$26M 202220232024 $25.1M $24.1M ▼ -3.9%
Year Plans Participants Total Assets
2022 1 273 $25M
2023 1 226 $23M
2024 1 185 $24M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southwest Ambulance Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Southwest Ambulance Pension Plan, Total assets ($B): 0.023380228 · Participants: 226Southwest Ambulance Pension PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.28371737 · Participants: 39434Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.95106192 · Participants: 1506Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.853837683 · Participants: 1340Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.434038888 · Participants: 213Medianews Group Pension PlanNational Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.406218917 · Participants: 2822National Renewable Energy Laboratory Shared Security Pension Plan
Southwest Ambulance Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Southwest Ambulance Pension Plan side-by-side with 3 peers →

Southwest Ambulance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Hourly Employees of Mersen USA in NJ ($23M); by covered participants it is Gallo Pension Plan for Non-Union Employees in CA (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Ambulance Pension Plan assets move in 2023? ▼
Southwest Ambulance Pension Plan pulled back noticeably - down 6.8% during 2023, from $25M to $23M. Reported net income was -$2M.
How have Sw General, Inc., Dba Southwest Ambulance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sw General, Inc., Dba Southwest Ambulance's sponsor-wide assets declined 3.9%, from $25M to $24M.
Where does Southwest Ambulance Pension Plan rank by assets among Form 5500 filers? ▼
Southwest Ambulance Pension Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Southwest Ambulance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Hourly Employees of Mersen USA in NJ ($23M, 261 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwest Ambulance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Gallo Pension Plan for Non-Union Employees in CA (226 participants, $32M 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 860434455.

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.