ESOP · DOL Form 5500 · 2023

Southwest Solutions Group, Inc. ESOP

Data updated 2026-08-25

$45M
Total assets Below avg plan size
123
Participants Small participant base
84th
Percentile by assets National rank
$364,799
Avg per participant High balance/head
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Official DOL plan name: Southwest Solutions Group, Inc. Employee Stock Ownership Plan · Sponsored by Southwest Solutions Group, Inc. · Texas · Other Services

$45M in assets, 123 participants

Southwest Solutions Group, Inc.'s Southwest Solutions Group, Inc. Employee Stock Ownership Plan reported $45M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,296 in Other Services (7,857 peers)

Coverage in Texas

Southwest Solutions Group, Inc. Employee Stock Ownership Plan covers 123 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $45M.

#7,296
in Other Services (7,857 peers)
+68.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Southwest Solutions Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Southwest Solutions Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$44,870,236 Top 16% higher than 84% 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 Solutions Group, Inc. Employee Stock Ownership 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 Solutions Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Solutions Group, Inc. Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Southwest Solutions Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $27M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Southwest Solutions Group, Inc. Employee Stock Ownership Plan reported participants rose from 107 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752703228 · Southwest Solutions Group, Inc. PY 2023 · ESOP

Southwest Solutions Group, Inc. Employee Stock Ownership Plan · $45M · 123 · 84th

  • TYPE $45M
  • NET 123
  • BOOK 84th
  • VS-ST ESOP
  • BOY near Western State Agency, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #7296

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 Texas →

Southwest Solutions Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Supreme Group, Inc. Employee Stock Ownership PlanSupreme Group, Inc. Employee…$45MWestern State Agency, Inc. Employee Stock Ownership Plan and TrustWestern State Agency, Inc. E…$45MSouthwest Solutions Group, Inc. Employee Stock Ownership PlanSouthwest Solutions Group, I…$45MRcb Holding Company, Inc. Employee Stock Ownership PlanRcb Holding Company, Inc. Em…$45MVan Kirk Brothers Contracting Employee Stock Ownership PlanVan Kirk Brothers Contractin…$45M
End-of-year total assets ($M) among Southwest Solutions Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$44M
Net Income$18M
Employer EIN752703228
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Solutions Group, Inc.)

Sponsor-wide plan assets over time

All Southwest Solutions Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 28.581253270478353% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.7M $43.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 215 $34M
2023 1 123 $45M
2024 1 125 $43M

Nearby ESOP Plans in Texas

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

Southwest Solutions Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Southwest Solutions Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.044870236 · Participants: 123Southwest Solutions Group, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Southwest Solutions Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Southwest Solutions Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Southwest Solutions Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Western State Agency, Inc. Employee Stock Ownership Plan and Trust in ND ($45M); by covered participants it is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Solutions Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Southwest Solutions Group, Inc. Employee Stock Ownership Plan surged - up 68.8% during 2023, from $27M to $45M. Reported net income was $18M.
How have Southwest Solutions Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Solutions Group, Inc.'s sponsor-wide assets grew 28.6%, from $34M to $43M.
Where does Southwest Solutions Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Southwest Solutions Group, Inc. Employee Stock Ownership Plan ranks in the 84th 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 ESOP plans are similar in size to Southwest Solutions Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Western State Agency, Inc. Employee Stock Ownership Plan and Trust in ND ($45M, 269 participants).
Which ESOP plans cover a similar participant headcount to Southwest Solutions Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN (123 participants, $19M 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 752703228.

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.