401(k) · DOL Form 5500 · 2024
Empire Southwest LLC 401(k) Plan
Data updated 2026-08-11
- $487M
- Total assets
- 4,303
- Participants
- 97th
- Percentile by assets
- $113,255
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $487M
- total plan assets (2024 EOY)
- 4,303
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $113,255
- avg assets per participant
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.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Empire Retirement Savings Plan reports 4,303 participants - 7.6x that state average ($487M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $417M |
|---|---|
| Net Assets (End of Year) | $487M |
| Net Income | $71M |
| Employer EIN | 860894087 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Empire Southwest LLC)
| 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
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Empire Retirement Savings Plan by total assets, not by location.
- Day & Zimmermann Retirement Plan (PA) $487M · 4,158
- Herc Rentals Income Savings Plan (FL) $487M · 6,064
- The Cooper Companies, Inc. 401(k) Savings Plan (CA) $488M · 3,977
- Ng Financial Security and Savings Program (VA) $488M · 836
Frequently Asked Questions
How did Empire Retirement Savings Plan assets move in 2024? ▼
How have Empire Southwest LLC plan assets changed over time? ▼
Where does Empire Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Empire Retirement Savings Plan? ▼
Next read for Empire Retirement Savings Plan
Filing takeaways
Ways to act on Empire Retirement Savings Plan's numbers.
- By total assets, Empire Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- Empire Southwest LLC's sponsor-wide assets have grown 91.5% since 2022 across 3 plan years on file. More Real Estate plans