401(k) · DOL Form 5500 · 2023

Southwest Service Administrators Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
188
Participants Below avg headcount
38th
Percentile by assets National rank
$18,181
Avg per participant Low balance/head
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Official DOL plan name: Southwest Service Administrators Inc. Bargaining Division 401(k) Plan · Sponsored by Southwest Service Administrators Inc · Arizona · Administrative & Support Services

$3M in assets, 188 participants

Southwest Service Administrators Inc's Southwest Service Administrators Inc. Bargaining Division 401(k) Plan reported $3M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,668 in Administrative & Support Services (4,372 peers)

Coverage in Arizona

Southwest Service Administrators Inc. Bargaining Division 401(k) Plan covers 188 participants in Arizona, about 33% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#2,668
in Administrative & Support Services (4,372 peers)
+22.0%
assets growth YoY

Southwest Service Administrators Inc. Bargaining Division 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Southwest Service Administrators Inc. Bargaining Division 401(k) Plan vs every filed plan by assets

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

$3,417,963 38th percentile higher than 38% 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 Service Administrators Inc. Bargaining Division 401(k) 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 Service Administrators Inc. Bargaining Division 401(k) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Service Administrators Inc. Bargaining Division 401(k) Plan reported net income rose from -$202K in the plan year 2022 filing to $608K in the plan year 2023 filing.
  • Southwest Service Administrators Inc. Bargaining Division 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southwest Service Administrators Inc. Bargaining Division 401(k) Plan reported participants rose from 166 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860785790 · Southwest Service Administrators Inc PY 2023 · 401(k)

Southwest Service Administrators Inc. Bargaining Division 401(k) Plan · $3M · 188 · 38th

  • PART $3M
  • TYPE 188
  • NET 38th
  • BOOK 401(k)
  • VS-ST near Arc 401(k) Plan
  • BOY ind #2668

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Southwest Service Administrators Inc. Bargaining Division 401(k) Plan in the asset neighbourhood

Southwest Service Administrators Inc. Bargaining Division 401(k) PlanSouthwest Service Administra…$3MArc 401(k) Plan$3MMaritime Museum Association of San Diego 401(k) PlanMaritime Museum Association …$3MBelotz Holdings Incorporated 401(k) Profit Sharing Plan & TrustBelotz Holdings Incorporated…$3MTalbert Manufacturing, Inc. Bargaining Unit Employees' 401(k) PlanTalbert Manufacturing, Inc. …$3M
End-of-year total assets ($M) among Southwest Service Administrators Inc. Bargaining Division 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$608K
Employer EIN860785790
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Service Administrators Inc)

Sponsor-wide plan assets over time

All Southwest Service Administrators Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.747337864743855% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.8M $3.83M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 166 $3M
2023 1 188 $3M
2024 1 203 $4M

Nearby 401(k) Plans in Arizona

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

Southwest Service Administrators Inc. Bargaining Division 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Southwest Service Administrators Inc. Bargaining Division 401(k) Plan, Total assets ($B): 0.003417963 · Participants: 188Southwest Service Administrators Inc. Bargaining Division 401(k) 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 Service Administrators Inc. Bargaining Division 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Southwest Service Administrators Inc. Bargaining Division 401(k) Plan side-by-side with 3 peers →

Southwest Service Administrators Inc. Bargaining Division 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Arc 401(k) Plan in CA ($3M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Service Administrators Inc. Bargaining Division 401(k) Plan assets move in 2023? ▼
Southwest Service Administrators Inc. Bargaining Division 401(k) Plan grew sharply - up 22.0% during 2023, from $3M to $3M. Reported net income was $608K.
How have Southwest Service Administrators Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Service Administrators Inc's sponsor-wide assets grew 36.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Southwest Service Administrators Inc. Bargaining Division 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arc 401(k) Plan in CA ($3M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Service Administrators Inc. Bargaining Division 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 860785790.

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.