401(k) · DOL Form 5500 · 2023

Southwest Distributing Co., Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
104
Participants Small participant base
45th
Percentile by assets National rank
$49,300
Avg per participant Low balance/head
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Official DOL plan name: Southwest Distributing Co. , Inc. 401(k) Plan · Sponsored by Southwest Distributing Co., Inc. · Arizona · Construction

$5M in assets, 104 participants

Southwest Distributing Co., Inc.'s Southwest Distributing Co. , Inc. 401(k) Plan reported $5M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,888 in Construction (9,030 peers)

Coverage in Arizona

Southwest Distributing Co. , Inc. 401(k) Plan covers 104 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#3,888
in Construction (9,030 peers)
+4.6%
assets growth YoY

Southwest Distributing Co. , Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

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

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

$5,127,169 45th percentile higher than 45% 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 Distributing Co. , 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 Distributing Co. , Inc. 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Distributing Co. , Inc. 401(k) Plan reported net income rose from -$399K in the plan year 2022 filing to $227K in the plan year 2023 filing.
  • Southwest Distributing Co. , Inc. 401(k) Plan reported participants fell from 111 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Southwest Distributing Co. , Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860267481 · Southwest Distributing Co., Inc. PY 2023 · 401(k)

Southwest Distributing Co. , Inc. 401(k) Plan · $5M · 104 · 45th

  • EBSA $5M
  • PART 104
  • TYPE 45th
  • NET 401(k)
  • BOOK near 10,000 Degrees 401(k) Plan
  • VS-ST ind #3888

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 Construction retirement plans → · Plans in Arizona →

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

Southwest Distributing Co. , Inc. 401(k) PlanSouthwest Distributing Co. ,…$5M10,000 Degrees 401(k) Plan$5MUbg 401(k) - American Plains CoopUbg 401(k) - American Plains…$5MTransportation Charter Services, Inc. 401(k) PlanTransportation Charter Servi…$5MTransportation Charter Services, Inc. 401(k) PlanTransportation Charter Servi…$5M
End-of-year total assets ($M) among Southwest Distributing Co. , Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$227K
Employer EIN860267481
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Distributing Co., Inc.)

Sponsor-wide plan assets over time

All Southwest Distributing Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.628906134414837% vs 2022
2023 filing year
$4.8M$4.9M$5M$5.1M$5.2M 20222023 $4.9M $5.13M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 111 $5M
2023 1 104 $5M

Nearby 401(k) Plans in Arizona

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

Southwest Distributing Co. , Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Southwest Distributing Co. , Inc. 401(k) Plan, Total assets ($B): 0.005127169 · Participants: 104Southwest Distributing Co. , Inc. 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 Distributing Co. , Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Southwest Distributing Co. , Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is 10,000 Degrees 401(k) Plan in CA ($5M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Distributing Co. , Inc. 401(k) Plan assets move in 2023? ▼
Southwest Distributing Co. , Inc. 401(k) Plan edged up modestly - up 4.6% during 2023, from $5M to $5M. Reported net income was $227K.
How have Southwest Distributing Co., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southwest Distributing Co., Inc.'s sponsor-wide assets grew 4.6%, from $5M to $5M.
Which 401(k) plans are similar in size to Southwest Distributing Co. , Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 10,000 Degrees 401(k) Plan in CA ($5M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Distributing Co. , Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A 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 860267481.

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.