401(k) · DOL Form 5500 · 2023

Southwest Traders, Inc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
415
Participants Below avg headcount
59th
Percentile by assets National rank
$24,722
Avg per participant Low balance/head
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Official DOL plan name: Southwest Traders, Inc. 401(k) Plan · Sponsored by Southwest Traders, Inc · California · Wholesale Trade

$10M in assets, 415 participants

Southwest Traders, Inc's Southwest Traders, Inc. 401(k) Plan reported $10M in total assets and 415 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.

  • #3,227 in Wholesale Trade (6,309 peers)

Southwest Traders, Inc multi-year trail

Southwest Traders, Inc's plans moved +64.7% in assets from 2022 to 2024; this filing shows Southwest Traders, Inc. 401(k) Plan at $10M / 415 participants.

#3,227
in Wholesale Trade (6,309 peers)
+31.8%
assets growth YoY

Southwest Traders, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Southwest Traders, Inc. 401(k) Plan vs every filed plan by assets

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

$10,259,614 Top 41% higher than 59% 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 Traders, Inc. 401(k) 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 Traders, Inc. 401(k) Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Traders, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southwest Traders, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Southwest Traders, Inc. 401(k) Plan reported participants fell from 430 in the plan year 2022 filing to 415 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330191583 · Southwest Traders, Inc PY 2023 · 401(k)

Southwest Traders, Inc. 401(k) Plan · $10M · 415 · 59th

  • PCT $10M
  • PCT 415
  • PCT 59th
  • PCT 401(k)
  • PCT near Mesa Natural Gas Solutions LLC 401(k) Profit Sharing Plan & Trust
  • PCT ind #3227

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 Wholesale Trade retirement plans → · Plans in California →

Southwest Traders, Inc. 401(k) Plan in the asset neighbourhood

Southwest Traders, Inc. 401(k) PlanSouthwest Traders, Inc. 401(…$10MMesa Natural Gas Solutions LLC 401(k) Profit Sharing Plan & TrustMesa Natural Gas Solutions L…$10MCharter Health Holdings, Inc. 401(k) PlanCharter Health Holdings, Inc…$10MTate Engineering Systems, Inc. Retirement Savings PlanTate Engineering Systems, In…$10MBci Brands, LLC Employee Savings PlanBci Brands, LLC Employee Sav…$10M
End-of-year total assets ($M) among Southwest Traders, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southwest Traders, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Traders, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 64.73960239837074% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.78M $12.8M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 430 $8M
2023 1 415 $10M
2024 1 441 $13M

Southwest Traders, Inc filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN330191583
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Southwest Traders, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Southwest Traders, Inc. 401(k) Plan, Total assets ($B): 0.010259614 · Participants: 415Southwest Traders, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Southwest Traders, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Southwest Traders, Inc. 401(k) Plan side-by-side with 3 peers →

Southwest Traders, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mesa Natural Gas Solutions LLC 401(k) Profit Sharing Plan & Trust in CO ($10M); by covered participants it is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Traders, Inc. 401(k) Plan assets move in 2023? ▼
Southwest Traders, Inc. 401(k) Plan surged - up 31.8% during 2023, from $8M to $10M. Reported net income was $2M.
How have Southwest Traders, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Traders, Inc's sponsor-wide assets grew 64.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Southwest Traders, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mesa Natural Gas Solutions LLC 401(k) Profit Sharing Plan & Trust in CO ($10M, 367 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Traders, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants, $42M 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 330191583.

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.