401(k) · DOL Form 5500 · 2024

Southwest Healthcare Associates, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
38th
Percentile by assets National rank
$442,500
Avg per participant High balance/head
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Official DOL plan name: Southwest Healthcare Associates, LLC Employee Savings Trust · Sponsored by Southwest Healthcare Associates, LLC · New Mexico · Healthcare & Social Assistance

$4M in assets, 9 participants

Southwest Healthcare Associates, LLC's Southwest Healthcare Associates, LLC Employee Savings Trust reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,738 in Healthcare & Social Assistance (16,916 peers)

Southwest Healthcare Associates, LLC multi-year trail

Southwest Healthcare Associates, LLC's plans moved +27.3% in assets from 2023 to 2024; this filing shows Southwest Healthcare Associates, LLC Employee Savings Trust at $4M / 9 participants.

#6,738
in Healthcare & Social Assistance (16,916 peers)
+27.3%
assets growth YoY

Southwest Healthcare Associates, LLC Employee Savings Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southwest Healthcare Associates, LLC Employee Savings Trust vs every filed plan by assets

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

$3,982,497 38th percentile higher than 38% 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 Healthcare Associates, LLC Employee Savings 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 Healthcare Associates, LLC Employee Savings Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Healthcare Associates, LLC Employee Savings Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Southwest Healthcare Associates, LLC Employee Savings Trust reported net income rose from $704K in the plan year 2023 filing to $854K in the plan year 2024 filing.
  • Southwest Healthcare Associates, LLC Employee Savings Trust reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 850481272 · Southwest Healthcare Associates, LLC PY 2024 · 401(k)

Southwest Healthcare Associates, LLC Employee Savings Trust · $4M · 9 · 38th

  • BOOK $4M
  • BOOK 9
  • BOOK 38th
  • BOOK 401(k)
  • BOOK near Downtown Partnership of Baltimore, Inc. 401(k) Plan
  • BOOK ind #6738

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 New Mexico →

Southwest Healthcare Associates, LLC Employee Savings Trust in the asset neighbourhood

Southwest Healthcare Associates, LLC Employee Savings TrustSouthwest Healthcare Associa…$4MDowntown Partnership of Baltimore, Inc. 401(k) PlanDowntown Partnership of Balt…$4MJeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing PlanJeffrey N. Kaplan, M.D., LLC…$4MGreene LLP 401(k) Plan$4MDscc 401(k) Plan$4M
End-of-year total assets ($M) among Southwest Healthcare Associates, LLC Employee Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southwest Healthcare Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Healthcare Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.29513379024303% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M 20232024 $3.13M $3.98M ▲ +27.2%
Year Plans Participants Total Assets
2023 1 8 $3M
2024 1 9 $4M

Southwest Healthcare Associates, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$854K
Employer EIN850481272
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Southwest Healthcare Associates, LLC Employee Savings Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Southwest Healthcare Associates, LLC Employee Savings Trust, Total assets ($B): 0.003982497 · Participants: 9Southwest Healthcare Associates, LLC Employee Savings TrustNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Southwest Healthcare Associates, LLC Employee Savings Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Southwest Healthcare Associates, LLC Employee Savings Trust side-by-side with 3 peers →

Southwest Healthcare Associates, LLC Employee Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Downtown Partnership of Baltimore, Inc. 401(k) Plan in MD ($4M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Southwest Healthcare Associates, LLC Employee Savings Trust assets move in 2024? ▼
Southwest Healthcare Associates, LLC Employee Savings Trust grew sharply - up 27.3% during 2024, from $3M to $4M. Reported net income was $854K.
How have Southwest Healthcare Associates, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Southwest Healthcare Associates, LLC's sponsor-wide assets grew 27.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Southwest Healthcare Associates, LLC Employee Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Downtown Partnership of Baltimore, Inc. 401(k) Plan in MD ($4M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Healthcare Associates, LLC Employee Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 850481272.

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.