401(k) · DOL Form 5500 · 2023

Southwest Business Corporation 401(k) Plan

Data updated 2026-08-25

$253M
Total assets Near avg plan size
2,329
Participants Above avg headcount
96th
Percentile by assets National rank
$108,783
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Business Corporation 401(k) Profit Sharing Plan · Sponsored by Southwest Business Corporation · Texas · Finance & Insurance

$253M in assets, 2,329 participants

Southwest Business Corporation's Southwest Business Corporation 401(k) Profit Sharing Plan reported $253M in total assets and 2,329 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,232 in Finance & Insurance (8,869 peers)

Coverage in Texas

Southwest Business Corporation 401(k) Profit Sharing Plan covers 2,329 participants in Texas, 3.4x the typical Texas plan (state average ~688 per filing). Assets: $253M.

#8,232
in Finance & Insurance (8,869 peers)
+18.5%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Southwest Business Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Southwest Business Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$253,356,511 Top 4% higher than 96% 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 Business Corporation 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Business Corporation 401(k) Profit Sharing Plan lands in the large band (2,329 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Business Corporation 401(k) Profit Sharing Plan reported net income rose from -$48M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Southwest Business Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $214M in the plan year 2022 filing to $253M in the plan year 2023 filing.
  • Southwest Business Corporation 401(k) Profit Sharing Plan reported participants rose from 2,251 in the plan year 2022 filing to 2,329 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751553739 · Southwest Business Corporation PY 2023 · 401(k)

Southwest Business Corporation 401(k) Profit Sharing Plan · $253M · 2,329 · 96th

  • BOOK $253M
  • BOOK 2,329
  • BOOK 96th
  • BOOK 401(k)
  • BOOK near Skidmore, Owings & Merrill LLP 401(k) Savings Plan
  • BOOK ind #8232

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 Finance & Insurance retirement plans → · Plans in Texas →

Southwest Business Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Quadient Inc. 401(k) Plan$253MNsk Americas, Inc. 401(k) PlanNsk Americas, Inc. 401(k) Pl…$253MSkidmore, Owings & Merrill LLP 401(k) Savings PlanSkidmore, Owings & Merrill L…$253MSouthwest Business Corporation 401(k) Profit Sharing PlanSouthwest Business Corporati…$253MKyocera Retirement Savings PlanKyocera Retirement Savings P…$253M
End-of-year total assets ($M) among Southwest Business Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$253M
Net Income$40M
Employer EIN751553739
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Business Corporation)

Sponsor-wide plan assets over time

All Southwest Business Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$275M 28.59927399982315% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $214M $275M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 2,251 $214M
2023 1 2,329 $253M
2024 1 2,210 $275M

Nearby 401(k) Plans in Texas

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

Southwest Business Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Business Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.253356511 · Participants: 2329Southwest Business Corporation 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Southwest Business Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Business Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southwest Business Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Skidmore, Owings & Merrill LLP 401(k) Savings Plan in IL ($253M); by covered participants it is Ugi Utilities, Inc. Savings Plan in PA (2,328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($253M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,329 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 Business Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Southwest Business Corporation 401(k) Profit Sharing Plan grew sharply - up 18.5% during 2023, from $214M to $253M. Reported net income was $40M.
How have Southwest Business Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Business Corporation's sponsor-wide assets grew 28.6%, from $214M to $275M.
Where does Southwest Business Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southwest Business Corporation 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Southwest Business Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skidmore, Owings & Merrill LLP 401(k) Savings Plan in IL ($253M, 1,017 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Business Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ugi Utilities, Inc. Savings Plan in PA (2,328 participants, $552M 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 751553739.

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.