401(k) · DOL Form 5500 · 2023

Southwest Human Development, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
732
Participants Near avg headcount
82nd
Percentile by assets National rank
$51,375
Avg per participant Low balance/head
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Official DOL plan name: Southwest Human Development, Inc. 401(k) and Profit Sharing Plan · Sponsored by Southwest Human Development, Inc. · Arizona · Healthcare & Social Assistance

$38M in assets, 732 participants

Southwest Human Development, Inc.'s Southwest Human Development, Inc. 401(k) and Profit Sharing Plan reported $38M in total assets and 732 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,021 in Healthcare & Social Assistance (17,684 peers)

Where Southwest Human Development, Inc. 401(k) and Profit Sharing Plan sits by assets

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 732 participants (~$51,375/participant), up 12.2% in 2023.

#15,021
in Healthcare & Social Assistance (17,684 peers)
+12.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$37,606,177 Top 18% higher than 82% 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 Human Development, Inc. 401(k) and Profit Sharing Plan 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 Human Development, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (732 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Human Development, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Southwest Human Development, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Southwest Human Development, Inc. 401(k) and Profit Sharing Plan reported participants fell from 789 in the plan year 2022 filing to 732 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860407179 · Southwest Human Development, Inc. PY 2023 · 401(k)

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan · $38M · 732 · 82nd

  • PCT $38M
  • PCT 732
  • PCT 82nd
  • PCT 401(k)
  • PCT near Riddle's Group, Inc. Retirement Savings Plan
  • PCT ind #15021

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 Arizona →

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Southwest Human Development, Inc. 401(k) and Profit Sharing PlanSouthwest Human Development,…$38MAdhesives Research, Inc. Deferred Savings PlanAdhesives Research, Inc. Def…$38MRiddle's Group, Inc. Retirement Savings PlanRiddle's Group, Inc. Retirem…$38MStoropack, Inc. 401(k) Savings PlanStoropack, Inc. 401(k) Savin…$38MNovo Building Products$38M
End-of-year total assets ($M) among Southwest Human Development, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN860407179
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Human Development, Inc.)

Sponsor-wide plan assets over time

All Southwest Human Development, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 31.78079399230634% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.5M $44.2M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 789 $34M
2023 1 732 $38M
2024 1 832 $44M

Nearby 401(k) Plans in Arizona

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

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Southwest Human Development, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.037606177 · Participants: 732Southwest Human Development, Inc. 401(k) and Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Southwest Human Development, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Southwest Human Development, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Riddle's Group, Inc. Retirement Savings Plan in SD ($38M); by covered participants it is Itc Savings & Investment Plan in MI (732 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (732 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 Human Development, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan grew at a solid clip - up 12.2% during 2023, from $34M to $38M. Reported net income was $4M.
How have Southwest Human Development, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Human Development, Inc.'s sponsor-wide assets grew 31.8%, from $34M to $44M.
Where does Southwest Human Development, Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan ranks in the 82nd 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 Human Development, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riddle's Group, Inc. Retirement Savings Plan in SD ($38M, 480 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Human Development, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Itc Savings & Investment Plan in MI (732 participants, $309M 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 860407179.

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.