401(k) · DOL Form 5500 · 2023

Southwest Key Programs, Inc. 401(k) Plan

Data updated 2026-08-11

$225M
Total assets
9,639
Participants
95th
Percentile by assets
$23,296
Avg per participant
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Official DOL plan name: Southwest Key Programs, Inc. 401(k) Retirement Plan · Sponsored by Southwest Key Programs, Inc. · Texas · Healthcare & Social Assistance

$225M in assets, 9,639 participants

Southwest Key Programs, Inc.'s Southwest Key Programs, Inc. 401(k) Retirement Plan reported $225M in total assets and 9,639 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #16,929 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Southwest Key Programs, Inc. 401(k) Retirement Plan covers 9,639 participants in Texas, 14x the typical Texas plan (state average ~688 per filing). Assets: $225M.

$225M
total plan assets (2023 EOY)
9,639
covered participants
95th
percentile by assets (of 127,072 plans)
$23,296
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Key Programs, Inc. 401(k) Retirement Plan reported net income rose from $11M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Southwest Key Programs, Inc. 401(k) Retirement Plan end-of-year assets rose from $158M in the plan year 2022 filing to $225M in the plan year 2023 filing.
  • Southwest Key Programs, Inc. 401(k) Retirement Plan reported participants rose from 7,503 in the plan year 2022 filing to 9,639 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Southwest Key Programs, Inc. 401(k) Retirement Plan reports 9,639 participants - 14x that state average ($225M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$158M
Net Assets (End of Year)$225M
Net Income$67M
Employer EIN742481167
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Key Programs, Inc.)

$100M$150M$200M$250M$300M 202220232024 $158M $277M ▲ +75.4%
Total plan assets by year, all Southwest Key Programs, Inc. plans on file
Year Plans Participants Total Assets
2022 1 7,503 $158M
2023 1 9,639 $225M
2024 1 9,740 $277M

Nearby 401(k) Plans in Texas

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

Southwest Key Programs, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Southwest Key Programs, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Key Progra…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Southwest Key Programs, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Scale composition for Southwest Key Programs, Inc. 401(k) Retirement Plan

Southwest Key Programs, Inc. 401(k) Retirement Plan reports $225M in end-of-year assets across 9,639 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $23,296 per participant (17% of the national average assets-per-participant) . Net income for plan year 2023 was $67M.

This plan identity (EIN 742481167, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $158M to $277M (+75.4%) while covered participants moved from 7,503 to 9,740 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,503 $158M Open filing
2023 9,639 $225M This page
2024 · index core 9,740 $277M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Southwest Key Programs, Inc. 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Southwest Key Programs, Inc. 401(k) Retirement Plan assets move in 2023?
Southwest Key Programs, Inc. 401(k) Retirement Plan surged - up 42.1% during 2023, from $158M to $225M. Reported net income was $67M.
How have Southwest Key Programs, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Southwest Key Programs, Inc.'s sponsor-wide assets grew 75.4%, from $158M to $277M.
Where does Southwest Key Programs, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers?
Southwest Key Programs, Inc. 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Southwest Key Programs, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Fcci Services, Inc. 401(k) Profit Sharing Plan in FL ($224M, 821 participants).

Next read for Southwest Key Programs, Inc. 401(k) Reti…

Filing takeaways

Ways to act on Southwest Key Programs, Inc. 401(k) Retirement Plan's numbers.