Profit Sharing · DOL Form 5500 · 2023
Southwest Transplant Alliance Profit Sharing Plan
Data updated 2026-08-11
- $14M
- Total assets
- 320
- Participants
- 66th
- Percentile by assets
- $44,609
- Avg per participant
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.
- 66th percentile by assets (of 127,072 plans)
- #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.
- $14M
- total plan assets (2023 EOY)
- 320
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $44,609
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Southwest Transplant Alliance 401(a) Retirement Plan reports 320 participants - about 47% of that state average ($14M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 751469319 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Transplant Alliance)
| 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
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Southwest Transplant Alliance 401(a) Retirement Plan by total assets, not by location.
- Preferred Apartment Advisors, LLC 401(k) Profit Sharing Plan (GA) $14M · 302
- Critcher Brothers Produce Profit Sharing Plan (NC) $14M · 23
- CVS Health Puerto Rico Savings Plan (RI) $14M · 713
- Bbyo 403(b) Plan (DC) $14M · 153
Frequently Asked Questions
How did Southwest Transplant Alliance 401(a) Retirement Plan assets move in 2023? ▼
How have Southwest Transplant Alliance plan assets changed over time? ▼
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Filing takeaways
Ways to act on Southwest Transplant Alliance 401(a) Retirement Plan's numbers.
- By total assets, Southwest Transplant Alliance 401(a) Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
- Southwest Transplant Alliance's sponsor-wide assets have grown 44.5% since 2022 across 3 plan years on file. More Other Services plans