401(k) · DOL Form 5500 · 2024

South Western Dental Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
43
Participants Small participant base
42nd
Percentile by assets National rank
$116,849
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: South Western Dental Flexible 401(k) Plan · Sponsored by South Western Dental Inc · South Dakota · Healthcare & Social Assistance

$5M in assets, 43 participants

South Western Dental Inc's South Western Dental Flexible 401(k) Plan reported $5M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,641 in Healthcare & Social Assistance (16,916 peers)

South Western Dental Inc multi-year trail

South Western Dental Inc's plans moved +56.5% in assets from 2022 to 2024; this filing shows South Western Dental Flexible 401(k) Plan at $5M / 43 participants.

#7,641
in Healthcare & Social Assistance (16,916 peers)
+22.6%
assets growth YoY

South Western Dental Flexible 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

South Western Dental Flexible 401(k) Plan vs every filed plan by assets

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

$5,024,512 42nd percentile higher than 42% 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

South Western Dental Flexible 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Western Dental Flexible 401(k) Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • South Western Dental Flexible 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 460459396 · South Western Dental Inc PY 2024 · 401(k)

South Western Dental Flexible 401(k) Plan · $5M · 43 · 42nd

  • NET $5M
  • BOOK 43
  • VS-ST 42nd
  • BOY 401(k)
  • SCH near Southgate Glass & Screen 401(k) Profit Sharing Plan
  • EBSA ind #7641

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 Healthcare & Social Assistance retirement plans → · Plans in South Dakota →

South Western Dental Flexible 401(k) Plan in the asset neighbourhood

Tom Scott Honda 401(k) Plan$5MBennett Packaging of Kansas City, Inc. 401(k) Profit Sharing PlanBennett Packaging of Kansas …$5MSouth Western Dental Flexible 401(k) PlanSouth Western Dental Flexibl…$5MSouthgate Glass & Screen 401(k) Profit Sharing PlanSouthgate Glass & Screen 401…$5MUniversal Companies, Inc. 401(k) PlanUniversal Companies, Inc. 40…$5M
End-of-year total assets ($M) among South Western Dental Flexible 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Western Dental Inc multi-year asset trail

Sponsor-wide plan assets over time

All South Western Dental Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 56.4993564993565% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.21M $5.02M ▲ +56.4%
Year Plans Participants Total Assets
2022 1 44 $3M
2023 1 43 $4M
2024 1 43 $5M

South Western Dental Inc filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$928K
Employer EIN460459396
Plan Effective Date2004-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

South Western Dental Flexible 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants South Western Dental Flexible 401(k) Plan, Total assets ($M): 5.024512 · Participants: 43South Western Dental Flexible 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
South Western Dental Flexible 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare South Western Dental Flexible 401(k) Plan side-by-side with 3 peers →

South Western Dental Flexible 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Southgate Glass & Screen 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 South Western Dental Flexible 401(k) Plan assets move in 2024? ▼
South Western Dental Flexible 401(k) Plan grew sharply - up 22.6% during 2024, from $4M to $5M. Reported net income was $928K.
How have South Western Dental Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Western Dental Inc's sponsor-wide assets grew 56.5%, from $3M to $5M.
Which 401(k) plans are similar in size to South Western Dental Flexible 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southgate Glass & Screen 401(k) Profit Sharing Plan in CA ($5M, 200 participants).
Which 401(k) plans cover a similar participant headcount to South Western Dental Flexible 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants, $3M 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 460459396.

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.