ESOP · DOL Form 5500 · 2023

Southwest Automated Security, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
97
Participants
63rd
Percentile by assets
$127,320
Avg per participant
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Official DOL plan name: Southwest Automated Security Inc Employee Stock Ownership Plan · Sponsored by Southwest Automated Security, Inc. · Texas · Wholesale Trade

$12M in assets, 97 participants

Southwest Automated Security, Inc.'s Southwest Automated Security Inc Employee Stock Ownership Plan reported $12M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • 63rd percentile by assets (of 127,072 plans)
  • #3,544 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Southwest Automated Security Inc Employee Stock Ownership Plan holds $12M for 97 participants - about $127,320 per participant, above the median plan by assets.

$12M
total plan assets (2023 EOY)
97
covered participants
63rd
percentile by assets (of 127,072 plans)
$127,320
avg assets per participant

Where Southwest Automated Security Inc Employee Stock Ownership Plan sits by total assets

Southwest Automated Security Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$12,350,000 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Automated Security Inc Employee Stock Ownership Plan reported net income rose from -$687K in the plan year 2022 filing to $285K in the plan year 2023 filing.
  • Southwest Automated Security Inc Employee Stock Ownership Plan reported participants rose from 80 in the plan year 2022 filing to 97 in the plan year 2023 filing.
  • Southwest Automated Security Inc Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Wholesale Trade

ESOP filing for Southwest Automated Security Inc Employee Stock Ownership Plan

ESOP filing for plan year 2023: EIN 270103211 ; effective since 2011-12-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$285K
Employer EIN270103211
Plan Effective Date2011-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Automated Security, Inc.)

$11M$11.5M$12M$12.5M 202220232024 $12.1M $11.3M ▼ -6.4%
Total plan assets by year, all Southwest Automated Security, Inc. plans on file
Year Plans Participants Total Assets
2022 1 80 $12M
2023 1 97 $12M
2024 1 96 $11M

Nearby ESOP Plans in Texas

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

Southwest Automated Security Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Southwest Automated …, Total assets ($B): 0.01235 · Participants: 97Southwest Automated …Sammons Enterprises,…, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Emplo…Austin Industries Em…, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Em…Cactus Feeders, Inc.…, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc.…Lja Engineering, Inc…, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc…
Southwest Automated Security Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Southwest Automated Security Inc Employe… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Frequently Asked Questions

How did Southwest Automated Security Inc Employee Stock Ownership Plan assets move in 2023? ▼
Southwest Automated Security Inc Employee Stock Ownership Plan edged up modestly - up 2.4% during 2023, from $12M to $12M. Reported net income was $285K.
How have Southwest Automated Security, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Automated Security, Inc.'s sponsor-wide assets declined 6.3%, from $12M to $11M.
Which ESOP plans are similar in size to Southwest Automated Security Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Volkmann Railroad Builders, Inc. Employee Stock Ownership Plan in WI ($12M, 21 participants).

Next read for Southwest Automated Security Inc Employe…

Filing takeaways

Ways to act on Southwest Automated Security Inc Employee Stock Ownership Plan's numbers.

  • By total assets, Southwest Automated Security Inc Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
  • Southwest Automated Security, Inc.'s sponsor-wide assets have declined 6.3% since 2022 across 3 plan years on file. More Wholesale Trade 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 270103211.

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.