Profit Sharing · DOL Form 5500 · 2023

Assessments of the Southwest, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
34th
Percentile by assets National rank
$138,279
Avg per participant Near avg balance/head
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Official DOL plan name: Assessments of the Southwest, Inc. Profit Sharing Plan and Trust · Sponsored by Assessments of the Southwest, Inc. · Texas · Information & Media

$3M in assets, 19 participants

Assessments of the Southwest, Inc.'s Assessments of the Southwest, Inc. Profit Sharing Plan and Trust reported $3M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #526 in Information & Media (2,818 peers)

Assessments of the Southwest, Inc. multi-year trail

Assessments of the Southwest, Inc.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows Assessments of the Southwest, Inc. Profit Sharing Plan and Trust at $3M / 19 participants.

#526
in Information & Media (2,818 peers)
+16.1%
assets growth YoY

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Information & Media and all filers

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,627,309 34th percentile higher than 34% 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

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assessments of the Southwest, Inc. Profit Sharing Plan and Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assessments of the Southwest, Inc. Profit Sharing Plan and Trust reported net income fell from $452K in the plan year 2022 filing to $364K in the plan year 2023 filing.
  • Assessments of the Southwest, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Assessments of the Southwest, Inc. Profit Sharing Plan and Trust reported participants fell from 22 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742146134 · Assessments of the Southwest, Inc. PY 2023 · Profit Sharing

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust · $3M · 19 · 34th

  • TYPE $3M
  • TYPE 19
  • TYPE 34th
  • TYPE Profit Sharing
  • TYPE near Cornerstone Evangelical Baptist Church of San Francisco, Inc. Profit Sharing Plan
  • TYPE ind #526

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 Information & Media retirement plans → · Plans in Texas →

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Assessments of the Southwest, Inc. Profit Sharing Plan and TrustAssessments of the Southwest…$3MCornerstone Evangelical Baptist Church of San Francisco, Inc. Profit Sharing PlanCornerstone Evangelical Bapt…$3MAnthony W. Boutt, Md PC Individual 401(k) PlanAnthony W. Boutt, Md PC Indi…$3MTodd a. Kanen, M.D., Amc 401(k) Profit Sharing PlanTodd a. Kanen, M.D., Amc 401…$3MTemistocles Ramirez De Arellano Retirement PlanTemistocles Ramirez De Arell…$3M
End-of-year total assets ($M) among Assessments of the Southwest, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Assessments of the Southwest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Assessments of the Southwest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 36.59251861066857% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.26M $3.09M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 22 $2M
2023 1 19 $3M
2024 1 21 $3M

Assessments of the Southwest, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$364K
Employer EIN742146134
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Assessments of the Southwest, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.002627309 · Participants: 19Assessments of the Southwest, Inc. Profit Sharing Plan and TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Assessments of the Southwest, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Assessments of the Southwest, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Assessments of the Southwest, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Cornerstone Evangelical Baptist Church of San Francisco, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Ioditech, Inc. Employee Stock Ownership Fund & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Assessments of the Southwest, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
Assessments of the Southwest, Inc. Profit Sharing Plan and Trust grew sharply - up 16.1% during 2023, from $2M to $3M. Reported net income was $364K.
How have Assessments of the Southwest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assessments of the Southwest, Inc.'s sponsor-wide assets grew 36.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Assessments of the Southwest, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Cornerstone Evangelical Baptist Church of San Francisco, Inc. Profit Sharing Plan in CA ($3M, 58 participants).
Which Profit Sharing plans cover a similar participant headcount to Assessments of the Southwest, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ioditech, Inc. Employee Stock Ownership Fund & Trust in MO (19 participants, $9M 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 742146134.

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.