401(k) · DOL Form 5500 · 2024

Southwest Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
63
Participants Small participant base
85th
Percentile by assets National rank
$839,379
Avg per participant High balance/head
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Official DOL plan name: Southwest Sales ESOP & 401(k) Retirement Plan · Sponsored by Southwest Sales, Inc. · Texas · Wholesale Trade

$53M in assets, 63 participants

Southwest Sales, Inc.'s Southwest Sales ESOP & 401(k) Retirement Plan reported $53M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,228 in Wholesale Trade (6,080 peers)

Where Southwest Sales ESOP & 401(k) Retirement Plan sits by assets

Southwest Sales ESOP & 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 63 participants (~$839,379/participant), up 15.6% in 2024.

#5,228
in Wholesale Trade (6,080 peers)
+15.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Southwest Sales ESOP & 401(k) Retirement Plan's outsized position by total assets

Southwest Sales ESOP & 401(k) Retirement Plan vs every filed plan by assets

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

$52,880,880 Top 15% higher than 85% 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 Sales ESOP & 401(k) Retirement 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. Southwest Sales ESOP & 401(k) Retirement Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Sales ESOP & 401(k) Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Southwest Sales ESOP & 401(k) Retirement Plan reported participants rose from 54 in the plan year 2023 filing to 63 in the plan year 2024 filing.
  • Southwest Sales ESOP & 401(k) Retirement Plan end-of-year assets rose from $46M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752863336 · Southwest Sales, Inc. PY 2024 · 401(k)

Southwest Sales ESOP & 401(k) Retirement Plan · $53M · 63 · 85th

  • PHOTO $53M
  • IND 63
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Securus 401(k) Plan
  • PCT ind #5228

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 Wholesale Trade retirement plans → · Plans in Texas →

Southwest Sales ESOP & 401(k) Retirement Plan in the asset neighbourhood

Telus International (U.S.) Corp. 401(k) PlanTelus International (U.S.) C…$53MRaleigh Neurology Associates, P.a. 401(k) Profit Sharing PlanRaleigh Neurology Associates…$53MSouthwest Sales ESOP & 401(k) Retirement PlanSouthwest Sales ESOP & 401(k…$53MSecurus 401(k) Plan$53MSouthview Medical Group, P. C. 401(k) PlanSouthview Medical Group, P. …$53M
End-of-year total assets ($M) among Southwest Sales ESOP & 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$50M
Net Income$7M
Employer EIN752863336
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Sales, Inc.)

Sponsor-wide plan assets over time

All Southwest Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 25.906866136204727% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42M $52.9M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 46 $42M
2023 1 54 $46M
2024 1 63 $53M

Nearby 401(k) Plans in Texas

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

Southwest Sales ESOP & 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Sales ESOP & 401(k) Retirement Plan, Total assets ($B): 0.05288088 · Participants: 63Southwest Sales ESOP & 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Southwest Sales ESOP & 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Sales ESOP & 401(k) Retirement Plan side-by-side with 3 peers →

Southwest Sales ESOP & 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Securus 401(k) Plan in IN ($53M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Sales ESOP & 401(k) Retirement Plan assets move in 2024? ▼
Southwest Sales ESOP & 401(k) Retirement Plan grew sharply - up 15.6% during 2024, from $46M to $53M. Reported net income was $7M.
How have Southwest Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Sales, Inc.'s sponsor-wide assets grew 25.9%, from $42M to $53M.
Where does Southwest Sales ESOP & 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Southwest Sales ESOP & 401(k) Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southwest Sales ESOP & 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Securus 401(k) Plan in IN ($53M, 1,094 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Sales ESOP & 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants, $678K 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 752863336.

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.