401(k) · DOL Form 5500 · 2024

South-West Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
40th
Percentile by assets National rank
$212,741
Avg per participant Above avg balance/head
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Official DOL plan name: South-West Insurance Agency, Inc. Employees' Savings Plan · Sponsored by South-West Insurance Agency, Inc. · Virginia · Finance & Insurance

$4M in assets, 21 participants

South-West Insurance Agency, Inc.'s South-West Insurance Agency, Inc. Employees' Savings Plan reported $4M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,288 in Finance & Insurance (8,549 peers)

2024 asset change

South-West Insurance Agency, Inc. Employees' Savings Plan grew at a solid clip 9.3% in 2024 ($4M → $4M) for 21 participants.

#2,288
in Finance & Insurance (8,549 peers)
+9.3%
assets growth YoY

South-West Insurance Agency, Inc. Employees' Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

South-West Insurance Agency, Inc. Employees' Savings Plan vs every filed plan by assets

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

$4,467,559 40th percentile higher than 40% 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

South-West Insurance Agency, Inc. Employees' Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South-West Insurance Agency, Inc. Employees' Savings Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • South-West Insurance Agency, Inc. Employees' Savings Plan reported net income fell from $537K in the plan year 2023 filing to $382K in the plan year 2024 filing.
  • South-West Insurance Agency, Inc. Employees' Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540388110 · South-West Insurance Agency, Inc. PY 2024 · 401(k)

South-West Insurance Agency, Inc. Employees' Savings Plan · $4M · 21 · 40th

  • PCT $4M
  • EIN 21
  • RANK 40th
  • PHOTO 401(k)
  • IND near Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan
  • EOY ind #2288

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 Finance & Insurance retirement plans → · Plans in Virginia →

South-West Insurance Agency, Inc. Employees' Savings Plan in the asset neighbourhood

South-West Insurance Agency, Inc. Employees' Savings PlanSouth-West Insurance Agency,…$4MBonds Ellis Eppich Schafer Jones LLP 401(k) PlanBonds Ellis Eppich Schafer J…$4MBiocheck Inc. 401(k) Investment PlanBiocheck Inc. 401(k) Investm…$4MRio Marine 401(k) Plan$4MGlen Ivy Hot Springs Retirement Savings PlanGlen Ivy Hot Springs Retirem…$4M
End-of-year total assets ($M) among South-West Insurance Agency, Inc. Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South-West Insurance Agency, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All South-West Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.34805190482158% vs 2023
2024 filing year
$4M$4.2M$4.4M$4.6M 20232024 $4.09M $4.47M ▲ +9.3%
Year Plans Participants Total Assets
2023 1 21 $4M
2024 1 21 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$382K
Employer EIN540388110
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

South-West Insurance Agency, Inc. Employees' Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants South-West Insurance Agency, Inc. Employees' Savings Plan, Total assets ($B): 0.004467559 · Participants: 21South-West Insurance Agency, Inc. Employees' Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
South-West Insurance Agency, Inc. Employees' Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare South-West Insurance Agency, Inc. Employees' Savings Plan side-by-side with 3 peers →

South-West Insurance Agency, Inc. Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan in TX ($4M); by covered participants it is Phx Minerals Inc. 401(k) Plan in OK (21 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 (21 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 South-West Insurance Agency, Inc. Employees' Savings Plan assets move in 2024? ▼
South-West Insurance Agency, Inc. Employees' Savings Plan grew at a solid clip - up 9.3% during 2024, from $4M to $4M. Reported net income was $382K.
How have South-West Insurance Agency, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), South-West Insurance Agency, Inc.'s sponsor-wide assets grew 9.3%, from $4M to $4M.
Which 401(k) plans are similar in size to South-West Insurance Agency, Inc. Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bonds Ellis Eppich Schafer Jones LLP 401(k) Plan in TX ($4M, 26 participants).
Which 401(k) plans cover a similar participant headcount to South-West Insurance Agency, Inc. Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phx Minerals Inc. 401(k) Plan in OK (21 participants, $2M 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 540388110.

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.