401(k) · DOL Form 5500 · 2023

Southwest Ohio Ent Specialists, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
116
Participants Small participant base
76th
Percentile by assets National rank
$209,821
Avg per participant Above avg balance/head
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Official DOL plan name: Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust · Sponsored by Southwest Ohio Ent Specialists, Inc. · Ohio · Healthcare & Social Assistance

$24M in assets, 116 participants

Southwest Ohio Ent Specialists, Inc.'s Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust reported $24M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,115 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust covers 116 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#14,115
in Healthcare & Social Assistance (17,684 peers)
+23.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust's outsized position by total assets

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$24,339,287 Top 24% higher than 76% 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 Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust 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 Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust reported participants fell from 126 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310644802 · Southwest Ohio Ent Specialists, Inc. PY 2023 · 401(k)

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust · $24M · 116 · 76th

  • 5500 $24M
  • ASSETS 116
  • PCT 76th
  • EIN 401(k)
  • RANK near Employees' Savings Plan of Madico, Inc.
  • PHOTO ind #14115

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust in the asset neighbourhood

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and TrustSouthwest Ohio Ent Specialis…$24MEmployees' Savings Plan of Madico, Inc.Employees' Savings Plan of M…$24MAmpla Health Retirement Plan$24MCexec, Inc. 401(k) Profit Sharing Plan & TrustCexec, Inc. 401(k) Profit Sh…$24MMurray Equipment, Inc 401(k) Salary Reduction Plan & TrustMurray Equipment, Inc 401(k)…$24M
End-of-year total assets ($M) among Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN310644802
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Ohio Ent Specialists, Inc.)

Sponsor-wide plan assets over time

All Southwest Ohio Ent Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 58.038675073854094% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.1M $35M ▲ +58.0%
Year Plans Participants Total Assets
2022 2 250 $22M
2023 2 231 $29M
2024 2 238 $35M

Nearby 401(k) Plans in Ohio

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

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust, Total assets ($B): 0.024339287 · Participants: 116Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Employees' Savings Plan of Madico, Inc. in FL ($24M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust assets move in 2023? ▼
Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust grew sharply - up 23.5% during 2023, from $20M to $24M. Reported net income was $5M.
How have Southwest Ohio Ent Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Ohio Ent Specialists, Inc.'s sponsor-wide assets grew 58.0%, from $22M to $35M.
Where does Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Employees' Savings Plan of Madico, Inc. in FL ($24M, 237 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants, N/A 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 310644802.

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.