401(k) · DOL Form 5500 · 2023

Southwest Transplant Alliance 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
325
Participants Below avg headcount
58th
Percentile by assets National rank
$29,937
Avg per participant Low balance/head
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Official DOL plan name: Southwest Transplant Alliance 403(b) Plan · Sponsored by Southwest Transplant Alliance · Texas · Other Services

$10M in assets, 325 participants

Southwest Transplant Alliance's Southwest Transplant Alliance 403(b) Plan reported $10M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,966 in Other Services (7,857 peers)

Coverage in Texas

Southwest Transplant Alliance 403(b) Plan covers 325 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#5,966
in Other Services (7,857 peers)
+20.4%
assets growth YoY

Southwest Transplant Alliance 403(b) Plan's mid-pack asset rank among Other Services and all filers

Southwest Transplant Alliance 403(b) Plan vs every filed plan by assets

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

$9,729,386 Top 42% higher than 58% 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 Transplant Alliance 403(b) 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 Transplant Alliance 403(b) Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Transplant Alliance 403(b) Plan reported net income rose from -$359K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southwest Transplant Alliance 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Southwest Transplant Alliance 403(b) Plan reported participants rose from 295 in the plan year 2022 filing to 325 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751469319 · Southwest Transplant Alliance PY 2023 · 401(k)

Southwest Transplant Alliance 403(b) Plan · $10M · 325 · 58th

  • BOOK $10M
  • VS-ST 325
  • BOY 58th
  • SCH 401(k)
  • EBSA near Resource Exchange 401(k) Savings and Investment Plan
  • PART ind #5966

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 Other Services retirement plans → · Plans in Texas →

Southwest Transplant Alliance 403(b) Plan in the asset neighbourhood

Southwest Transplant Alliance 403(b) PlanSouthwest Transplant Allianc…$10MResource Exchange 401(k) Savings and Investment PlanResource Exchange 401(k) Sav…$10MCoffey Communications, Inc. Profit Sharing 401(k) PlanCoffey Communications, Inc. …$10MMatheny Motor Truck Company Employee Savings and Protection PlanMatheny Motor Truck Company …$10MPrep Co., LLC 401(k) Plan$10M
End-of-year total assets ($M) among Southwest Transplant Alliance 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN751469319
Plan Effective Date2008-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Transplant Alliance)

Sponsor-wide plan assets over time

All Southwest Transplant Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$28M 44.502708972622095% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $28.4M ▲ +44.5%
Year Plans Participants Total Assets
2022 2 590 $20M
2023 2 645 $24M
2024 2 723 $28M

Nearby 401(k) Plans in Texas

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

Southwest Transplant Alliance 403(b) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Transplant Alliance 403(b) Plan, Total assets ($B): 0.009729386 · Participants: 325Southwest Transplant Alliance 403(b) 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 Transplant Alliance 403(b) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Transplant Alliance 403(b) Plan side-by-side with 3 peers →

Southwest Transplant Alliance 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Resource Exchange 401(k) Savings and Investment Plan in CO ($10M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Transplant Alliance 403(b) Plan assets move in 2023? ▼
Southwest Transplant Alliance 403(b) Plan grew sharply - up 20.4% during 2023, from $8M to $10M. Reported net income was $2M.
How have Southwest Transplant Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Transplant Alliance's sponsor-wide assets grew 44.5%, from $20M to $28M.
Which 401(k) plans are similar in size to Southwest Transplant Alliance 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Resource Exchange 401(k) Savings and Investment Plan in CO ($10M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Transplant Alliance 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (325 participants, $13M 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 751469319.

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.