401(k) · DOL Form 5500 · 2023

Southwest Care Center 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
129
Participants Small participant base
49th
Percentile by assets National rank
$50,249
Avg per participant Low balance/head
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Official DOL plan name: Southwest Care Center 401(k) Profit Sharing Plan · Sponsored by Southwest Care Center · New Mexico · Manufacturing

$6M in assets, 129 participants

Southwest Care Center's Southwest Care Center 401(k) Profit Sharing Plan reported $6M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,246 in Manufacturing (18,722 peers)

Coverage in New Mexico

Southwest Care Center 401(k) Profit Sharing Plan covers 129 participants in New Mexico, about 35% of the average New Mexico filer (state average ~365 per filing). Assets: $6M.

#6,246
in Manufacturing (18,722 peers)
+13.4%
assets growth YoY

Southwest Care Center 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Southwest Care Center 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,482,057 49th percentile higher than 49% 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 Care Center 401(k) Profit Sharing 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 Care Center 401(k) Profit Sharing Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Care Center 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $766K in the plan year 2023 filing.
  • Southwest Care Center 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Southwest Care Center 401(k) Profit Sharing Plan reported participants fell from 141 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850397444 · Southwest Care Center PY 2023 · 401(k)

Southwest Care Center 401(k) Profit Sharing Plan · $6M · 129 · 49th

  • IND $6M
  • IND 129
  • IND 49th
  • IND 401(k)
  • IND near Family Health/La Clinica 401(k) Retirement Plan
  • IND ind #6246

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 Manufacturing retirement plans → · Plans in New Mexico →

Southwest Care Center 401(k) Profit Sharing Plan in the asset neighbourhood

Southwest Care Center 401(k) Profit Sharing PlanSouthwest Care Center 401(k)…$6MFamily Health/La Clinica 401(k) Retirement PlanFamily Health/La Clinica 401…$6MHospice of the North Coast 401(k) PlanHospice of the North Coast 4…$6MHess Pediatric Ophthalmology Specialists, PA 401(k) Profit Sharing PlanHess Pediatric Ophthalmology…$6MActive Wellness 401(k) Plan$6M
End-of-year total assets ($M) among Southwest Care Center 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$766K
Employer EIN850397444
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Care Center)

Sponsor-wide plan assets over time

All Southwest Care Center plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.813969941449017% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.72M $7.08M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 141 $6M
2023 1 129 $6M
2024 1 129 $7M

Nearby 401(k) Plans in New Mexico

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

Southwest Care Center 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Southwest Care Center 401(k) Profit Sharing Plan, Total assets ($B): 0.006482057 · Participants: 129Southwest Care Center 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Southwest Care Center 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Southwest Care Center 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southwest Care Center 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Family Health/La Clinica 401(k) Retirement Plan in WI ($6M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Care Center 401(k) Profit Sharing Plan assets move in 2023? ▼
Southwest Care Center 401(k) Profit Sharing Plan grew at a solid clip - up 13.4% during 2023, from $6M to $6M. Reported net income was $766K.
How have Southwest Care Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Care Center's sponsor-wide assets grew 23.8%, from $6M to $7M.
Which 401(k) plans are similar in size to Southwest Care Center 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Health/La Clinica 401(k) Retirement Plan in WI ($6M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Care Center 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 850397444.

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.