401(k) · DOL Form 5500 · 2024

Empire Southwest LLC 401(k) Plan

Data updated 2026-08-25

$487M
Total assets Above avg plan size
4,303
Participants Above avg headcount
97th
Percentile by assets National rank
$113,255
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Empire Retirement Savings Plan · Sponsored by Empire Southwest LLC · Arizona · Real Estate

$487M in assets, 4,303 participants

Empire Southwest LLC's Empire Retirement Savings Plan reported $487M in total assets and 4,303 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #4,578 in Real Estate (4,605 peers)

Coverage in Arizona

Empire Retirement Savings Plan covers 4,303 participants in Arizona, 7.6x the typical Arizona plan (state average ~564 per filing). Assets: $487M.

#4,578
in Real Estate (4,605 peers)
+16.9%
assets growth YoY
4.9×
vs typical plan assets (national mean)

Empire Retirement Savings Plan's outsized position by total assets

Empire Retirement Savings Plan vs every filed plan by assets

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

$487,337,233 Top 3% higher than 97% 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

Empire Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Empire Retirement Savings Plan lands in the large band (4,303 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Empire Retirement Savings Plan reported participants rose from 2,528 in the plan year 2023 filing to 4,303 in the plan year 2024 filing.
  • Empire Retirement Savings Plan end-of-year assets rose from $417M in the plan year 2023 filing to $487M in the plan year 2024 filing.
  • Empire Retirement Savings Plan reported net income fell from $74M in the plan year 2023 filing to $71M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860894087 · Empire Southwest LLC PY 2024 · 401(k)

Empire Retirement Savings Plan · $487M · 4,303 · 97th

  • PART $487M
  • TYPE 4,303
  • NET 97th
  • BOOK 401(k)
  • VS-ST near Day & Zimmermann Retirement Plan
  • BOY ind #4578

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 Real Estate retirement plans → · Plans in Arizona →

Empire Retirement Savings Plan in the asset neighbourhood

Ng Financial Security and Savings ProgramNg Financial Security and Sa…$488MThe Cooper Companies, Inc. 401(k) Savings PlanThe Cooper Companies, Inc. 4…$488MHerc Rentals Income Savings PlanHerc Rentals Income Savings …$487MEmpire Retirement Savings PlanEmpire Retirement Savings Pl…$487MDay & Zimmermann Retirement PlanDay & Zimmermann Retirement …$487M
End-of-year total assets ($M) among Empire Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$417M
Net Assets (End of Year)$487M
Net Income$71M
Employer EIN860894087
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empire Southwest LLC)

Sponsor-wide plan assets over time

All Empire Southwest LLC plans reported in each filing year

Latest sponsor-wide plan assets
$487M 91.46259346799657% vs 2022
2024 filing year
$200M$300M$400M$500M$600M 202220232024 $255M $487M ▲ +91.5%
Year Plans Participants Total Assets
2022 1 2,275 $255M
2023 1 2,528 $417M
2024 1 4,303 $487M

Nearby 401(k) Plans in Arizona

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

Empire Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 02468 Total assets ($B) Participants Empire Retirement Savings Plan, Total assets ($B): 0.487337233 · Participants: 4303Empire Retirement Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Empire Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Empire Retirement Savings Plan side-by-side with 3 peers →

Empire Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Day & Zimmermann Retirement Plan in PA ($487M); by covered participants it is New Balance Athletics Employee Savings and Security Plan in MA (4,303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($487M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,303 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 Empire Retirement Savings Plan assets move in 2024? ▼
Empire Retirement Savings Plan grew sharply - up 16.9% during 2024, from $417M to $487M. Reported net income was $71M.
How have Empire Southwest LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Empire Southwest LLC's sponsor-wide assets grew 91.5%, from $255M to $487M.
Where does Empire Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Empire Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Empire Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Day & Zimmermann Retirement Plan in PA ($487M, 4,158 participants).
Which 401(k) plans cover a similar participant headcount to Empire Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Balance Athletics Employee Savings and Security Plan in MA (4,303 participants, $493M 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 860894087.

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.