401(k) · DOL Form 5500 · 2023

Sfe Intermediate Holdco, LLC. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
6,168
Participants Above avg headcount
60th
Percentile by assets National rank
$1,698
Avg per participant Low balance/head
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Official DOL plan name: Southwest Foodservice Excellence 401(k) Plan · Sponsored by Sfe Intermediate Holdco, LLC. · Arizona · Food Services & Accommodation

$10M in assets, 6,168 participants

Sfe Intermediate Holdco, LLC.'s Southwest Foodservice Excellence 401(k) Plan reported $10M in total assets and 6,168 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,318 in Food Services & Accommodation (3,828 peers)

Coverage in Arizona

Southwest Foodservice Excellence 401(k) Plan covers 6,168 participants in Arizona, 11x the typical Arizona plan (state average ~564 per filing). Assets: $10M.

#3,318
in Food Services & Accommodation (3,828 peers)
+39.1%
assets growth YoY

Southwest Foodservice Excellence 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Southwest Foodservice Excellence 401(k) Plan vs every filed plan by assets

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

$10,471,408 Top 40% higher than 60% 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 Foodservice Excellence 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Foodservice Excellence 401(k) Plan lands in the large band (6,168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Foodservice Excellence 401(k) Plan reported net income rose from $955K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southwest Foodservice Excellence 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 Foodservice Excellence 401(k) Plan reported participants rose from 4,684 in the plan year 2022 filing to 6,168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822192226 · Sfe Intermediate Holdco, LLC. PY 2023 · 401(k)

Southwest Foodservice Excellence 401(k) Plan · $10M · 6,168 · 60th

  • VS-ST $10M
  • VS-ST 6,168
  • VS-ST 60th
  • VS-ST 401(k)
  • VS-ST near Greater New Bedford Community Health Center, Inc. 403(b) Plan
  • VS-ST ind #3318

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 Food Services & Accommodation retirement plans → · Plans in Arizona →

Southwest Foodservice Excellence 401(k) Plan in the asset neighbourhood

Southwest Foodservice Excellence 401(k) PlanSouthwest Foodservice Excell…$10MGreater New Bedford Community Health Center, Inc. 403(b) PlanGreater New Bedford Communit…$10MRetirement Savings Plan$10MPremium Transportation Group, Inc. 401(k) PlanPremium Transportation Group…$10MAgency for Community Empowerment of Nepa 403(b) PlanAgency for Community Empower…$10M
End-of-year total assets ($M) among Southwest Foodservice Excellence 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN822192226
Plan Effective Date2018-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sfe Intermediate Holdco, LLC.)

Sponsor-wide plan assets over time

All Sfe Intermediate Holdco, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 66.22500491210096% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.53M $12.5M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 4,684 $8M
2023 1 6,168 $10M
2024 1 7,680 $13M

Nearby 401(k) Plans in Arizona

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

Southwest Foodservice Excellence 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -20246 Total assets ($B) Participants Southwest Foodservice Excellence 401(k) Plan, Total assets ($B): 0.010471408 · Participants: 6168Southwest Foodservice Excellence 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Southwest Foodservice Excellence 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Southwest Foodservice Excellence 401(k) Plan side-by-side with 3 peers →

Southwest Foodservice Excellence 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Greater New Bedford Community Health Center, Inc. 403(b) Plan in MA ($10M); by covered participants it is Iss Facility Services 401(k) Savings Plan in TX (6,166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,168 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 Foodservice Excellence 401(k) Plan assets move in 2023? ▼
Southwest Foodservice Excellence 401(k) Plan surged - up 39.1% during 2023, from $8M to $10M. Reported net income was $3M.
How have Sfe Intermediate Holdco, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sfe Intermediate Holdco, LLC.'s sponsor-wide assets grew 66.2%, from $8M to $13M.
Which 401(k) plans are similar in size to Southwest Foodservice Excellence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greater New Bedford Community Health Center, Inc. 403(b) Plan in MA ($10M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Foodservice Excellence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iss Facility Services 401(k) Savings Plan in TX (6,166 participants, $94M 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 822192226.

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.