401(k) · DOL Form 5500 · 2024

Southwest Cost Reduction Speci 401(k) Plan

Data updated 2026-08-25

$860K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$214,920
Avg per participant Above avg balance/head
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Official DOL plan name: Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust · Sponsored by Southwest Cost Reduction Speci · Texas · Other Services

$860K in assets, 4 participants

Southwest Cost Reduction Speci's Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust reported $860K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,475 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust ranks #3,475 of 7,719 2024 filers by assets (2335% of the sector average)-$860K for 4 participants.

#3,475
in Other Services (7,719 peers)
+37.2%
assets growth YoY

Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$859,678 22nd percentile higher than 22% of 123,620 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 2024

Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $627K in the plan year 2023 filing to $860K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 262469483 · Southwest Cost Reduction Speci PY 2024 · 401(k)

Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust · $860K · 4 · 22nd

  • VS-ST $860K
  • BOY 4
  • SCH 22nd
  • EBSA 401(k)
  • PART near Mash Group Retirement Plan
  • TYPE ind #3475

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 Other Services retirement plans → · Plans in Texas →

Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & TrustSouthwest Cost Reduction Spe…$860KMash Group Retirement Plan$860KDayton Law Firm a Professional 401(k) Profit Sharing Plan & TrustDayton Law Firm a Profession…$860KReve to Realty, Inc. 401(k) Profit Sharing PlanReve to Realty, Inc. 401(k) …$860KBlue Dahlia, Inc. 401(k) Plan$860K
End-of-year total assets ($M) among Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$627K
Net Assets (End of Year)$860K
Net Income$233K
Employer EIN262469483
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Cost Reduction Speci)

Sponsor-wide plan assets over time

All Southwest Cost Reduction Speci plans reported in each filing year

Latest sponsor-wide plan assets
$860K 118.89908537206412% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.39M $0.86M ▲ +120.5%
Year Plans Participants Total Assets
2022 1 4 $393K
2023 1 4 $627K
2024 1 4 $860K

Nearby 401(k) Plans in Texas

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

Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000859678 · Participants: 4Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mash Group Retirement Plan in WI ($860K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust surged - up 37.2% during 2024, from $627K to $860K. Reported net income was $233K.
How have Southwest Cost Reduction Speci plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Cost Reduction Speci's sponsor-wide assets grew 118.9%, from $393K to $860K.
Where does Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mash Group Retirement Plan in WI ($860K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Cost Reduction Speci 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262469483.

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.