401(k) · DOL Form 5500 · 2023

Southwest Dealer Services, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
337
Participants Below avg headcount
74th
Percentile by assets National rank
$64,459
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Dealer Service · Sponsored by Southwest Dealer Services, Inc. · California · Information & Media

$22M in assets, 337 participants

Southwest Dealer Services, Inc.'s Southwest Dealer Service reported $22M in total assets and 337 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,825 in Information & Media (2,818 peers)

Southwest Dealer Services, Inc. multi-year trail

Southwest Dealer Services, Inc.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Southwest Dealer Service at $22M / 337 participants.

#1,825
in Information & Media (2,818 peers)
+21.6%
assets growth YoY

Southwest Dealer Service's outsized position by total assets

Southwest Dealer Service vs every filed plan by assets

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

$21,722,799 Top 26% higher than 74% 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 Dealer Service 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 Dealer Service sits mid-pack in the medium band (337 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Dealer Service reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Southwest Dealer Service end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Southwest Dealer Service reported participants rose from 311 in the plan year 2022 filing to 337 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330453377 · Southwest Dealer Services, Inc. PY 2023 · 401(k)

Southwest Dealer Service · $22M · 337 · 74th

  • SCH $22M
  • SCH 337
  • SCH 74th
  • SCH 401(k)
  • SCH near H&k Equipment, Inc 401(k) Plan
  • SCH ind #1825

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 Information & Media retirement plans → · Plans in California →

Southwest Dealer Service in the asset neighbourhood

Southwest Dealer Service$22MH&k Equipment, Inc 401(k) PlanH&k Equipment, Inc 401(k) Pl…$22MEms-Chemie (North America) Inc. Retirement PlanEms-Chemie (North America) I…$22MPfl Tech, Inc. 401(k) Plan$22ME.S. Originals 401(k) Savings PlanE.S. Originals 401(k) Saving…$22M
End-of-year total assets ($M) among Southwest Dealer Service and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southwest Dealer Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Dealer Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 28.383992185672263% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.9M $22.9M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 311 $18M
2023 1 337 $22M
2024 1 374 $23M

Southwest Dealer Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN330453377
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Southwest Dealer Service vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Southwest Dealer Service, Total assets ($B): 0.021722799 · Participants: 337Southwest Dealer ServiceWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Southwest Dealer Service vs. nearby 401(k) plans in California, assets vs. participants
Compare Southwest Dealer Service side-by-side with 3 peers →

Southwest Dealer Service's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is H&k Equipment, Inc 401(k) Plan in PA ($22M); by covered participants it is Southern Glazer's Union 401(k) Plan in FL (337 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (337 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 Dealer Service assets move in 2023? ▼
Southwest Dealer Service grew sharply - up 21.6% during 2023, from $18M to $22M. Reported net income was $4M.
How have Southwest Dealer Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Dealer Services, Inc.'s sponsor-wide assets grew 28.4%, from $18M to $23M.
Which 401(k) plans are similar in size to Southwest Dealer Service? ▼
Among 401(k) plans in other states, the closest by assets is H&k Equipment, Inc 401(k) Plan in PA ($22M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Dealer Service? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Glazer's Union 401(k) Plan in FL (337 participants, $7M 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 330453377.

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.