401(k) · DOL Form 5500 · 2023

Southwest Water Works, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
18
Participants Small participant base
24th
Percentile by assets National rank
$60,386
Avg per participant Low balance/head
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Official DOL plan name: Southwest Water Works, LLC 401(k) · Sponsored by Southwest Water Works, LLC · Oklahoma · Utilities

$1M in assets, 18 participants

Southwest Water Works, LLC's Southwest Water Works, LLC 401(k) reported $1M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #49 in Utilities (721 peers)

Southwest Water Works, LLC multi-year trail

Southwest Water Works, LLC's plans moved +76.8% in assets from 2022 to 2024; this filing shows Southwest Water Works, LLC 401(k) at $1M / 18 participants.

#49
in Utilities (721 peers)
+35.0%
assets growth YoY

Southwest Water Works, LLC 401(k) among the smaller filed plans by assets

Southwest Water Works, LLC 401(k) vs every filed plan by assets

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

$1,086,952 24th percentile higher than 24% 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 Water Works, LLC 401(k) 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 Water Works, LLC 401(k) is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Water Works, LLC 401(k) reported net income rose from $2K in the plan year 2022 filing to $282K in the plan year 2023 filing.
  • Southwest Water Works, LLC 401(k) reported participants fell from 41 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Southwest Water Works, LLC 401(k) end-of-year assets rose from $805K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 731580903 · Southwest Water Works, LLC PY 2023 · 401(k)

Southwest Water Works, LLC 401(k) · $1M · 18 · 24th

  • EOY $1M
  • 5500 18
  • ASSETS 24th
  • PCT 401(k)
  • EIN near Fst-Hea, LLC 401(k) Plan
  • RANK ind #49

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 Utilities retirement plans → · Plans in Oklahoma →

Southwest Water Works, LLC 401(k) in the asset neighbourhood

Southwest Water Works, LLC 401(k)Southwest Water Works, LLC 4…$1MFst-Hea, LLC 401(k) Plan$1MSjs Executives, LLC 401(k) PlanSjs Executives, LLC 401(k) P…$1MHughes Brothers Construction, Inc. 401(k) PlanHughes Brothers Construction…$1MZimmerman Edelson Inc. 401(k) Profit Sharing PlanZimmerman Edelson Inc. 401(k…$1M
End-of-year total assets ($M) among Southwest Water Works, LLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southwest Water Works, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Water Works, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 76.84721965133367% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.8M $1.42M ▲ +77.5%
Year Plans Participants Total Assets
2022 1 41 $805K
2023 1 18 $1M
2024 1 25 $1M

Southwest Water Works, LLC filing trail (2023)

Total Assets (Beginning of Year)$805K
Net Assets (End of Year)$1M
Net Income$282K
Employer EIN731580903
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Southwest Water Works, LLC 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Southwest Water Works, LLC 401(k), Total assets ($B): 0.001086952 · Participants: 18Southwest Water Works, LLC 401(k)Quiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Southwest Water Works, LLC 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Southwest Water Works, LLC 401(k) side-by-side with 3 peers →

Southwest Water Works, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Fst-Hea, LLC 401(k) Plan in NY ($1M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Water Works, LLC 401(k) assets move in 2023? ▼
Southwest Water Works, LLC 401(k) surged - up 35.0% during 2023, from $805K to $1M. Reported net income was $282K.
How have Southwest Water Works, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Water Works, LLC's sponsor-wide assets grew 76.8%, from $805K to $1M.
Where does Southwest Water Works, LLC 401(k) rank by assets among Form 5500 filers? ▼
Southwest Water Works, LLC 401(k) ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Southwest Water Works, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Fst-Hea, LLC 401(k) Plan in NY ($1M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Water Works, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 731580903.

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.