Other · DOL Form 5500 · 2023
Trustees - Southwest States Conference Defined Contribution Fun Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 881
- Participants Near avg headcount
- 43rd
- Percentile by assets National rank
- $5,395
- Avg per participant Low balance/head
Official DOL plan name: Southwest States Conference Defined Contribution Fund · Sponsored by Trustees - Southwest States Conference Defined Contribution Fun · Louisiana · Construction
$5M in assets, 881 participants
Trustees - Southwest States Conference Defined Contribution Fun's Southwest States Conference Defined Contribution Fund reported $5M in total assets and 881 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #3,736 in Construction (9,030 peers)
Trustees - Southwest States Conference Defined Contribution Fun multi-year trail
Trustees - Southwest States Conference Defined Contribution Fun's plans moved -18.8% in assets from 2022 to 2024; this filing shows Southwest States Conference Defined Contribution Fund at $5M / 881 participants.
- #3,736
- in Construction (9,030 peers)
- +10.5%
- assets growth YoY
Southwest States Conference Defined Contribution Fund's mid-pack asset rank among Construction and all filers
Southwest States Conference Defined Contribution Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,752,687 43rd percentile higher than 43% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southwest States Conference Defined Contribution Fund 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 States Conference Defined Contribution Fund sits mid-pack in the medium band (881 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest States Conference Defined Contribution Fund reported participants rose from 143 in the plan year 2022 filing to 881 in the plan year 2023 filing.
- Southwest States Conference Defined Contribution Fund reported net income fell from $2M in the plan year 2022 filing to $437K in the plan year 2023 filing.
- Southwest States Conference Defined Contribution Fund end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 271555556 · Trustees - Southwest States Conference Defined Contribution Fun PY 2023 · Other
Southwest States Conference Defined Contribution Fund · $5M · 881 · 43rd
- TYPE $5M
- NET 881
- BOOK 43rd
- VS-ST Other
- BOY near Illinois Valley Community Hospital 403(b) Plan
- SCH ind #3736
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 Louisiana →
Southwest States Conference Defined Contribution Fund in the asset neighbourhood
Trustees - Southwest States Conference Defined Contribution Fun multi-year asset trail
Sponsor-wide plan assets over time
All Trustees - Southwest States Conference Defined Contribution Fun plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 18.84236602158541% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $4M |
| 2023 | 1 | 881 | $5M |
| 2024 | 1 | 813 | $3M |
Trustees - Southwest States Conference Defined Contribution Fun filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $437K |
| Employer EIN | 271555556 |
| Plan Effective Date | 2009-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $744M · 3,591
- Tulane University Tax Deferral 403(b) Retirement Plan $542M · 7,483
- Lhc Group 401(k) Plan $477M · 24,322
- Tulane University Staff 403(b) Retirement Plan $291M · 3,064
- Loyola University Retirement Plan $270M · 721
Southwest States Conference Defined Contribution Fund's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Illinois Valley Community Hospital 403(b) Plan in IL ($5M); by covered participants it is Cranbrook Educational Community Section 403(b) Plan in MI (881 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (881 participants); asset peers above are excluded.
- Cranbrook Educational Community Section 403(b) Plan (MI) 881 · 0 off
- United Methodist Homes 403 B Plan (NY) 880 · 1 off
- Hope Hospice and Community Services, Inc. 403(b) Plan (FL) 882 · 1 off
- Safe Horizon 403(b) Retirement Savings Plan (NY) 883 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.