ESOP · DOL Form 5500 · 2023

Southwest Automated Security, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
97
Participants Small participant base
63rd
Percentile by assets National rank
$127,320
Avg per participant Near avg balance/head
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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.

  • #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.

#3,544
in Wholesale Trade (6,309 peers)
+2.4%
assets growth YoY

Southwest Automated Security Inc Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

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 $2,050,000,000 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 Automated Security Inc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Automated Security Inc Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

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 →

DOL schedule card

Filing strip 270103211 · Southwest Automated Security, Inc. PY 2023 · ESOP

Southwest Automated Security Inc Employee Stock Ownership Plan · $12M · 97 · 63rd

  • BOOK $12M
  • VS-ST 97
  • BOY 63rd
  • SCH ESOP
  • EBSA near Volkmann Railroad Builders, Inc. Employee Stock Ownership Plan
  • PART ind #3544

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 What is an ESOP? → · Plans in Texas →

Southwest Automated Security Inc Employee Stock Ownership Plan in the asset neighbourhood

Dp Nicoli Employee Stock Ownership PlanDp Nicoli Employee Stock Own…$12MSouthwest Automated Security Inc Employee Stock Ownership PlanSouthwest Automated Security…$12MVolkmann Railroad Builders, Inc. Employee Stock Ownership PlanVolkmann Railroad Builders, …$12MBrewer Direct, Inc. Employee Stock Ownership PlanBrewer Direct, Inc. Employee…$12MInfosight Employee Stock Ownership Plan and TrustInfosight Employee Stock Own…$12M
End-of-year total assets ($M) among Southwest Automated Security Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Southwest Automated Security, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 6.299276817479712% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M 202220232024 $12.1M $11.3M ▼ -6.4%
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 ($B) Participants Southwest Automated Security Inc Employee Stock Ownership Plan, Total assets ($B): 0.01235 · Participants: 97Southwest Automated Security Inc Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Southwest Automated Security Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Southwest Automated Security Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Southwest Automated Security Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Volkmann Railroad Builders, Inc. Employee Stock Ownership Plan in WI ($12M); by covered participants it is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 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).
Which ESOP plans cover a similar participant headcount to Southwest Automated Security Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND (97 participants, $27M 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 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.