401(k) · DOL Form 5500 · 2023

Southwestern/Great American, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
253
Participants Below avg headcount
83rd
Percentile by assets National rank
$163,282
Avg per participant Above avg balance/head
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Official DOL plan name: Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan · Sponsored by Southwestern/Great American, Inc. · Tennessee · Wholesale Trade

$41M in assets, 253 participants

Southwestern/Great American, Inc.'s Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan reported $41M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,298 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan covers 253 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $41M.

#5,298
in Wholesale Trade (6,309 peers)
+10.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan's outsized position by total assets

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan vs every filed plan by assets

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

$41,310,285 Top 17% higher than 83% 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

Southwestern/Great American Inc. Profit Sharing and Employee Savings 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. Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan end-of-year assets rose from $38M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan reported participants rose from 232 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621147144 · Southwestern/Great American, Inc. PY 2023 · 401(k)

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan · $41M · 253 · 83rd

  • SCH $41M
  • EBSA 253
  • PART 83rd
  • TYPE 401(k)
  • NET near Contec, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #5298

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 Tennessee →

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan in the asset neighbourhood

Marshall Wace North America LP 401(k) Profit Sharing & TrustMarshall Wace North America …$41MFoxconn Industrial Internet / Pce Paragon Solutions 401(k)Foxconn Industrial Internet …$41MSouthwestern/Great American Inc. Profit Sharing and Employee Savings PlanSouthwestern/Great American …$41MContec, Inc. 401(k) Profit Sharing PlanContec, Inc. 401(k) Profit S…$41MF. a. Davis Company 401(k) Savings PlanF. a. Davis Company 401(k) S…$41M
End-of-year total assets ($M) among Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN621147144
Plan Effective Date1960-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern/Great American, Inc.)

Sponsor-wide plan assets over time

All Southwestern/Great American, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 0.7015710738716736% vs 2022
2024 filing year
$36M$38M$40M$42M 202220232024 $37.6M $37.8M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 232 $38M
2023 1 253 $41M
2024 1 253 $38M

Nearby 401(k) Plans in Tennessee

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

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan, Total assets ($B): 0.041310285 · Participants: 253Southwestern/Great American Inc. Profit Sharing and Employee Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan side-by-side with 3 peers →

Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Contec, Inc. 401(k) Profit Sharing Plan in SC ($41M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan assets move in 2023? ▼
Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan grew at a solid clip - up 10.0% during 2023, from $38M to $41M. Reported net income was $4M.
How have Southwestern/Great American, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern/Great American, Inc.'s sponsor-wide assets grew 0.7%, from $38M to $38M.
Where does Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan rank by assets among Form 5500 filers? ▼
Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Contec, Inc. 401(k) Profit Sharing Plan in SC ($41M, 586 participants).
Which 401(k) plans cover a similar participant headcount to Southwestern/Great American Inc. Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants, $56M 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 621147144.

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.