ESOP · DOL Form 5500 · 2023

Southwest Solutions Group, Inc. ESOP

Data updated 2026-08-11

$45M
Total assets: 123
Participants: 84th
Percentile by assets: $364,799
Avg per participant

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.

84th percentile by assets (of 127,072 plans)
#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.

$45M
total plan assets (2023 EOY): 123
covered participants: 84th
percentile by assets (of 127,072 plans): $364,799
avg assets per participant

Where Southwest Solutions Group, Inc. Employee Stock Ownership Plan sits 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

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 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 →

State

Texas

Industry

Other Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Southwest Solutions Group, Inc. Employee Stock Ownership Plan reports 123 participants - about 18% of that state average ($45M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$44M
Net Income	$18M
Employer EIN	752703228
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Southwest Solutions Group, Inc.)

Total plan assets by year, all Southwest Solutions Group, Inc. plans on file

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

Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
Highland Homes Employee Stock Ownership Plan $885M · 791
Austin Industries Employee Stock Ownership Plan $498M · 4,510
Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439

Compare Southwest Solutions Group, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Southwest Solutions Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Western State Agency, Inc. Employee Stock Ownership Plan and Trust (ND) $45M · 269
Rcb Holding Company, Inc. Employee Stock Ownership Plan (OK) $45M · 580
Supreme Group, Inc. Employee Stock Ownership Plan (CT) $45M · 131
Van Kirk Brothers Contracting Employee Stock Ownership Plan (NE) $45M · 112

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).

Next read for Southwest Solutions Group, Inc. Employee…

Filing takeaways

Ways to act on Southwest Solutions Group, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Southwest Solutions Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
Southwest Solutions Group, Inc.'s sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Other Services plans

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.