401(k) · DOL Form 5500 · 2024

Southwest Septic & Sewer Inc 401(k) Plan

Data updated 2026-08-25

$153K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$153,348
Avg per participant Above avg balance/head
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Official DOL plan name: Southwest Septic & Sewer Inc. Profit Sharing Trust · Sponsored by Southwest Septic & Sewer Inc · Montana · Utilities

$153K in assets, 1 participants

Southwest Septic & Sewer Inc's Southwest Septic & Sewer Inc. Profit Sharing Trust reported $153K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #15 in Utilities (732 peers)

Southwest Septic & Sewer Inc multi-year trail

Southwest Septic & Sewer Inc's plans moved +29.8% in assets from 2022 to 2024; this filing shows Southwest Septic & Sewer Inc. Profit Sharing Trust at $153K / 1 participant.

#15
in Utilities (732 peers)
+11.2%
assets growth YoY

Southwest Septic & Sewer Inc. Profit Sharing Trust among the smaller filed plans by assets

Southwest Septic & Sewer Inc. Profit Sharing Trust vs every filed plan by assets

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

$153,348 9th percentile higher than 9% 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

Southwest Septic & Sewer Inc. Profit Sharing Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Septic & Sewer Inc. Profit Sharing Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Septic & Sewer Inc. Profit Sharing Trust reported participants fell from 4 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Southwest Septic & Sewer Inc. Profit Sharing Trust reported net income fell from $20K in the plan year 2023 filing to $15K in the plan year 2024 filing.
  • Southwest Septic & Sewer Inc. Profit Sharing Trust end-of-year assets rose from $138K in the plan year 2023 filing to $153K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810533795 · Southwest Septic & Sewer Inc PY 2024 · 401(k)

Southwest Septic & Sewer Inc. Profit Sharing Trust · $153K · 1 · 9th

  • NET $153K
  • BOOK 1
  • VS-ST 9th
  • BOY 401(k)
  • SCH near Dcse Holdings, Inc. 401(k) Plan
  • EBSA ind #15

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 Utilities retirement plans → · Plans in Montana →

Southwest Septic & Sewer Inc. Profit Sharing Trust in the asset neighbourhood

Southwest Septic & Sewer Inc. Profit Sharing TrustSouthwest Septic & Sewer Inc…$153KDcse Holdings, Inc. 401(k) PlanDcse Holdings, Inc. 401(k) P…$153KTransporte M Amador Inc Retirement PlanTransporte M Amador Inc Reti…$153KBluemark Enterprises Inc. Retirement PlanBluemark Enterprises Inc. Re…$153KBluemark Enterprises Inc. Retirement PlanBluemark Enterprises Inc. Re…$153K
End-of-year total assets ($M) among Southwest Septic & Sewer Inc. Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southwest Septic & Sewer Inc multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Septic & Sewer Inc plans reported in each filing year

Latest sponsor-wide plan assets
$153K 29.76129026798785% vs 2022
2024 filing year
$0.11M$0.12M$0.13M$0.14M$0.15M$0.16M 202220232024 $0.12M $0.15M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 3 $118K
2023 1 4 $138K
2024 1 1 $153K

Southwest Septic & Sewer Inc filing trail (2024)

Total Assets (Beginning of Year)$138K
Net Assets (End of Year)$153K
Net Income$15K
Employer EIN810533795
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Southwest Septic & Sewer Inc. Profit Sharing Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Southwest Septic & Sewer Inc. Profit Sharing Trust, Total assets ($M): 0.153348 · Participants: 1Southwest Septic & Sewer Inc. Profit Sharing TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Southwest Septic & Sewer Inc. Profit Sharing Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Southwest Septic & Sewer Inc. Profit Sharing Trust side-by-side with 3 peers →

Southwest Septic & Sewer Inc. Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Dcse Holdings, Inc. 401(k) Plan in PA ($153K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($153K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Southwest Septic & Sewer Inc. Profit Sharing Trust assets move in 2024? ▼
Southwest Septic & Sewer Inc. Profit Sharing Trust grew at a solid clip - up 11.2% during 2024, from $138K to $153K. Reported net income was $15K.
How have Southwest Septic & Sewer Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Septic & Sewer Inc's sponsor-wide assets grew 29.8%, from $118K to $153K.
Where does Southwest Septic & Sewer Inc. Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Southwest Septic & Sewer Inc. Profit Sharing Trust ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Southwest Septic & Sewer Inc. Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dcse Holdings, Inc. 401(k) Plan in PA ($153K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Septic & Sewer Inc. Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 810533795.

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.