Other · DOL Form 5500 · 2023
Economic Security Corporation of Southwest Area Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 393
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $16,716
- Avg per participant Low balance/head
Official DOL plan name: Economic Security Corporation of Southwest Area 403(b) Plan · Sponsored by Economic Security Corporation of Southwest Area · Missouri · Healthcare & Social Assistance
$7M in assets, 393 participants
Economic Security Corporation of Southwest Area's Economic Security Corporation of Southwest Area 403(b) Plan reported $7M in total assets and 393 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,716 in Healthcare & Social Assistance (17,684 peers)
Economic Security Corporation of Southwest Area multi-year trail
Economic Security Corporation of Southwest Area's plans moved +30.2% in assets from 2022 to 2024; this filing shows Economic Security Corporation of Southwest Area 403(b) Plan at $7M / 393 participants.
- #9,716
- in Healthcare & Social Assistance (17,684 peers)
- +14.7%
- assets growth YoY
Economic Security Corporation of Southwest Area 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Economic Security Corporation of Southwest Area 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,569,364 Top 50% higher than 50% 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
Economic Security Corporation of Southwest Area 403(b) 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. Economic Security Corporation of Southwest Area 403(b) Plan sits mid-pack in the medium band (393 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Economic Security Corporation of Southwest Area 403(b) Plan reported net income rose from $279K in the plan year 2022 filing to $841K in the plan year 2023 filing.
- Economic Security Corporation of Southwest Area 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Economic Security Corporation of Southwest Area 403(b) Plan reported participants rose from 388 in the plan year 2022 filing to 393 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 430834199 · Economic Security Corporation of Southwest Area PY 2023 · Other
Economic Security Corporation of Southwest Area 403(b) Plan · $7M · 393 · 50th
- PART $7M
- PART 393
- PART 50th
- PART Other
- PART near The Connecticut Hospice Inc. Tax Sheltered Annuity Plan
- PART ind #9716
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 Missouri →
Economic Security Corporation of Southwest Area 403(b) Plan in the asset neighbourhood
Economic Security Corporation of Southwest Area multi-year asset trail
Sponsor-wide plan assets over time
All Economic Security Corporation of Southwest Area plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 30.223252770626903% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $6M |
| 2023 | 1 | 393 | $7M |
| 2024 | 1 | 311 | $7M |
Economic Security Corporation of Southwest Area filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $841K |
| Employer EIN | 430834199 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
Economic Security Corporation of Southwest Area 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is The Connecticut Hospice Inc. Tax Sheltered Annuity Plan in CT ($7M); by covered participants it is Michigan Virtual University 403(b) Plan in MI (393 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- The Connecticut Hospice Inc. Tax Sheltered Annuity Plan (CT) $7M · 182
- Ethos Retirement Plan (MA) $7M · 119
- Artesia Christian Home 403b Plan (CA) $7M · 147
- Yeshiva Har Torah 403(b) DC Plan (NY) $7M · 80
Similar participant headcount
Nearest other-state filings by covered participants (393 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.