Profit Sharing · DOL Form 5500 · 2023

Southwest Transplant Alliance Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
320
Participants Below avg headcount
66th
Percentile by assets National rank
$44,609
Avg per participant Low balance/head
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Official DOL plan name: Southwest Transplant Alliance 401(a) Retirement Plan · Sponsored by Southwest Transplant Alliance · Texas · Other Services

$14M in assets, 320 participants

Southwest Transplant Alliance's Southwest Transplant Alliance 401(a) Retirement Plan reported $14M in total assets and 320 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,366 in Other Services (7,857 peers)

Coverage in Texas

Southwest Transplant Alliance 401(a) Retirement Plan covers 320 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#6,366
in Other Services (7,857 peers)
+23.2%
assets growth YoY

Southwest Transplant Alliance 401(a) Retirement Plan's mid-pack asset rank among Other Services and all filers

Southwest Transplant Alliance 401(a) Retirement Plan vs every filed plan by assets

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

$14,274,869 Top 34% higher than 66% 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 401(a) Retirement 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 401(a) Retirement Plan sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Transplant Alliance 401(a) Retirement Plan reported net income rose from -$930K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southwest Transplant Alliance 401(a) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Southwest Transplant Alliance 401(a) Retirement Plan reported participants rose from 295 in the plan year 2022 filing to 320 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 · Profit Sharing

Southwest Transplant Alliance 401(a) Retirement Plan · $14M · 320 · 66th

  • BOOK $14M
  • VS-ST 320
  • BOY 66th
  • SCH Profit Sharing
  • EBSA near Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan
  • PART ind #6366

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 401(a) Retirement Plan in the asset neighbourhood

Bbyo 403(b) Plan$14MCVS Health Puerto Rico Savings PlanCVS Health Puerto Rico Savin…$14MPreferred Apartment Advisors, LLC 401(k) Profit Sharing PlanPreferred Apartment Advisors…$14MCritcher Brothers Produce Profit Sharing PlanCritcher Brothers Produce Pr…$14MSouthwest Transplant Alliance 401(a) Retirement PlanSouthwest Transplant Allianc…$14M
End-of-year total assets ($M) among Southwest Transplant Alliance 401(a) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN751469319
Plan Effective Date1991-05-01
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 Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Southwest Transplant Alliance 401(a) Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Southwest Transplant Alliance 401(a) Retirement Plan, Total assets ($B): 0.014274869 · Participants: 320Southwest Transplant Alliance 401(a) Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Southwest Transplant Alliance 401(a) Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Southwest Transplant Alliance 401(a) Retirement Plan side-by-side with 3 peers →

Southwest Transplant Alliance 401(a) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan in GA ($14M); by covered participants it is Plumbers and Steamfitters Local Union No. 538 Annuity Fund in TN (320 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (320 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 401(a) Retirement Plan assets move in 2023? ▼
Southwest Transplant Alliance 401(a) Retirement Plan grew sharply - up 23.2% during 2023, from $12M to $14M. Reported net income was $3M.
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 Profit Sharing plans are similar in size to Southwest Transplant Alliance 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan in GA ($14M, 302 participants).
Which Profit Sharing plans cover a similar participant headcount to Southwest Transplant Alliance 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbers and Steamfitters Local Union No. 538 Annuity Fund in TN (320 participants, $3M 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.