401(k) · DOL Form 5500 · 2023
Southwestern Community Service 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $63,532
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Southwestern Community Services · Sponsored by Southwestern Community Service · New Hampshire · Healthcare & Social Assistance
$10M in assets, 161 participants
Southwestern Community Service's 403(b) Thrift Plan for Employees of Southwestern Community Services reported $10M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,444 in Healthcare & Social Assistance (17,684 peers)
Southwestern Community Service multi-year trail
Southwestern Community Service's plans moved +33.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Southwestern Community Services at $10M / 161 participants.
- #11,444
- in Healthcare & Social Assistance (17,684 peers)
- +20.4%
- assets growth YoY
403(b) Thrift Plan for Employees of Southwestern Community Services's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Southwestern Community Services vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,228,593 Top 41% higher than 59% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan for Employees of Southwestern Community Services 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. 403(b) Thrift Plan for Employees of Southwestern Community Services sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Southwestern Community Services reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Southwestern Community Services reported participants rose from 129 in the plan year 2022 filing to 161 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Southwestern Community Services end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 026013808 · Southwestern Community Service PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Southwestern Community Services · $10M · 161 · 59th
- NET $10M
- NET 161
- NET 59th
- NET 401(k)
- NET near Westech Systems, LLC Retirement Plan
- NET ind #11444
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 New Hampshire →
403(b) Thrift Plan for Employees of Southwestern Community Services in the asset neighbourhood
Southwestern Community Service multi-year asset trail
Sponsor-wide plan assets over time
All Southwestern Community Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 33.21570033252043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $8M |
| 2023 | 1 | 161 | $10M |
| 2024 | 1 | 170 | $11M |
Southwestern Community Service filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 026013808 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Hampshire
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- C&s and Affiliates 401(k) Savings Plan (a) $575M · 12,135
- Ams Osram Savings Plan $462M · 977
- Albany International Corp. Prosperity Plus Savings Plan $448M · 1,784
- Connection Employee 401(k) and Profit Sharing Plan $378M · 2,702
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $363M · 2,708
403(b) Thrift Plan for Employees of Southwestern Community Services's out-of-state 401(k) peers by assets and headcount
Outside New Hampshire, the nearest 401(k) by assets is Westech Systems, LLC Retirement Plan in CA ($10M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Kansas Crossing Casino, Lc 401(k) Plan (KS) 161 · 0 off
- J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan (PA) 161 · 0 off
- Burke Beverage, Inc. 401(k) Plan (IL) 161 · 0 off
- Arrow Gear Incentive Savings Plan (NY) 161 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.