401(k) · DOL Form 5500 · 2023

Southwest Beverage Co. Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
201
Participants Below avg headcount
68th
Percentile by assets National rank
$77,908
Avg per participant Below avg balance/head
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Official DOL plan name: Southwest Beverage Company, Inc. Employee Benefit Plan & Trust · Sponsored by Southwest Beverage Co. Inc. · Louisiana · Wholesale Trade

$16M in assets, 201 participants

Southwest Beverage Co. Inc.'s Southwest Beverage Company, Inc. Employee Benefit Plan & Trust reported $16M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,975 in Wholesale Trade (6,309 peers)

Coverage in Louisiana

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust covers 201 participants in Louisiana, about 41% of the average Louisiana filer (state average ~495 per filing). Assets: $16M.

#3,975
in Wholesale Trade (6,309 peers)
+24.3%
assets growth YoY

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust's outsized position by total assets

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust vs every filed plan by assets

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

$15,659,423 Top 32% higher than 68% 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 Beverage Company, Inc. Employee Benefit Plan & 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 Beverage Company, Inc. Employee Benefit Plan & Trust sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Beverage Company, Inc. Employee Benefit Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southwest Beverage Company, Inc. Employee Benefit Plan & Trust end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 720568095 · Southwest Beverage Co. Inc. PY 2023 · 401(k)

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust · $16M · 201 · 68th

  • TYPE $16M
  • NET 201
  • BOOK 68th
  • VS-ST 401(k)
  • BOY near Garden Spot Village 401(k) Plan
  • SCH ind #3975

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 Wholesale Trade retirement plans → · Plans in Louisiana →

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust in the asset neighbourhood

Southwest Beverage Company, Inc. Employee Benefit Plan & TrustSouthwest Beverage Company, …$16MGarden Spot Village 401(k) PlanGarden Spot Village 401(k) P…$16MAmerican Asphalt Repair & Resurfacing Co. , Inc. Retirement Savings PlanAmerican Asphalt Repair & Re…$16MHeritage Bank, Inc. 401(k) PlanHeritage Bank, Inc. 401(k) P…$16MInsurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$16M
End-of-year total assets ($M) among Southwest Beverage Company, Inc. Employee Benefit Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN720568095
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Beverage Co. Inc.)

Sponsor-wide plan assets over time

All Southwest Beverage Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $12.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 200 $13M
2023 1 201 $16M
2024 1 182 N/A

Nearby 401(k) Plans in Louisiana

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

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Southwest Beverage Company, Inc. Employee Benefit Plan & Trust, Total assets ($B): 0.015659423 · Participants: 201Southwest Beverage Company, Inc. Employee Benefit Plan & TrustLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Southwest Beverage Company, Inc. Employee Benefit Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Southwest Beverage Company, Inc. Employee Benefit Plan & Trust side-by-side with 3 peers →

Southwest Beverage Company, Inc. Employee Benefit Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Garden Spot Village 401(k) Plan in PA ($16M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Beverage Company, Inc. Employee Benefit Plan & Trust assets move in 2023? ▼
Southwest Beverage Company, Inc. Employee Benefit Plan & Trust grew sharply - up 24.3% during 2023, from $13M to $16M. Reported net income was $3M.
Which 401(k) plans are similar in size to Southwest Beverage Company, Inc. Employee Benefit Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Garden Spot Village 401(k) Plan in PA ($16M, 491 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Beverage Company, Inc. Employee Benefit Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 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 720568095.

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.