401(k) · DOL Form 5500 · 2023
Swbc Professional Employer Services V, LLC 401(k) Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 11,002
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $14,087
- Avg per participant Low balance/head
Official DOL plan name: Swbc Professional Employer Services 401(k) Plan · Sponsored by Swbc Professional Employer Services V, LLC · Texas · Professional & Technical Services
$155M in assets, 11,002 participants
Swbc Professional Employer Services V, LLC's Swbc Professional Employer Services 401(k) Plan reported $155M in total assets and 11,002 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,281 in Professional & Technical Services (20,321 peers)
Coverage in Texas
Swbc Professional Employer Services 401(k) Plan covers 11,002 participants in Texas, 16x the typical Texas plan (state average ~688 per filing). Assets: $155M.
- #19,281
- in Professional & Technical Services (20,321 peers)
- +33.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Swbc Professional Employer Services 401(k) Plan's outsized position by total assets
Swbc Professional Employer Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$154,983,104 Top 6% higher than 94% 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
Swbc Professional Employer Services 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swbc Professional Employer Services 401(k) Plan is a mega filing (11,002 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swbc Professional Employer Services 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Swbc Professional Employer Services 401(k) Plan end-of-year assets rose from $116M in the plan year 2022 filing to $155M in the plan year 2023 filing.
- Swbc Professional Employer Services 401(k) Plan reported participants rose from 8,631 in the plan year 2022 filing to 11,002 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 273708085 · Swbc Professional Employer Services V, LLC PY 2023 · 401(k)
Swbc Professional Employer Services 401(k) Plan · $155M · 11,002 · 94th
- ASSETS $155M
- ASSETS 11,002
- ASSETS 94th
- ASSETS 401(k)
- ASSETS near Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan
- ASSETS ind #19281
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 Professional & Technical Services retirement plans → · Plans in Texas →
Swbc Professional Employer Services 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | $32M |
| Employer EIN | 273708085 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swbc Professional Employer Services V, LLC)
Sponsor-wide plan assets over time
All Swbc Professional Employer Services V, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $201M 73.43710997448714% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,631 | $116M |
| 2023 | 1 | 11,002 | $155M |
| 2024 | 1 | 13,091 | $201M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Swbc Professional Employer Services 401(k) Plan
Swbc Professional Employer Services 401(k) Plan reports $155M in end-of-year assets across 11,002 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $14,087 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $32M.
This plan identity (EIN 273708085, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $116M to $201M (+73.4%) while covered participants moved from 8,631 to 13,091 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,631 | $116M | Open filing |
| 2023 | 11,002 | $155M | This page |
| 2024 · index core | 13,091 | $201M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Swbc Professional Employer Services 401(k) Plan (401(k), $201M, 13,091 participants)
Swbc Professional Employer Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Spiegel & Spiegel PA Money Purchase Pension Plan & 401(k) Profit Sharing Plan in FL ($155M); by covered participants it is Savers 401(k) Plan in WA (11,000 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
Similar participant headcount
Nearest other-state filings by covered participants (11,002 participants); asset peers above are excluded.
- Savers 401(k) Plan (WA) 11,000 · 2 off
- Constellis 401(k) Plan (VA) 11,011 · 9 off
- Windstream 401(k) Plan (AR) 10,991 · 11 off
- Baptist Health 401(a) Plan (AR) 10,987 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.