ESOP · DOL Form 5500 · 2024
Southwest Automated Security, Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $117,760
- Avg per participant Below avg balance/head
Official DOL plan name: Southwest Automated Security Inc Employee Stock Ownership Plan · Sponsored by Southwest Automated Security, Inc. · Texas · Wholesale Trade
$11M in assets, 96 participants
Southwest Automated Security, Inc.'s Southwest Automated Security Inc Employee Stock Ownership Plan reported $11M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,048 in Wholesale Trade (6,080 peers)
2024 asset change
Southwest Automated Security Inc Employee Stock Ownership Plan pulled back noticeably 8.5% in 2024 ($12M → $11M) for 96 participants.
- #3,048
- in Wholesale Trade (6,080 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southwest Automated Security Inc Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
Southwest Automated Security Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,304,996 Top 42% higher than 58% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Southwest Automated Security Inc Employee Stock Ownership 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 Automated Security Inc Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwest Automated Security Inc Employee Stock Ownership Plan reported net income fell from $285K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Southwest Automated Security Inc Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Southwest Automated Security Inc Employee Stock Ownership Plan reported participants fell from 97 in the plan year 2023 filing to 96 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 270103211 · Southwest Automated Security, Inc. PY 2024 · ESOP
Southwest Automated Security Inc Employee Stock Ownership Plan · $11M · 96 · 58th
- PART $11M
- PART 96
- PART 58th
- PART ESOP
- PART near 859 US Employee Stock Ownership Plan
- PART ind #3048
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 What is an ESOP? → · Plans in Texas →
Southwest Automated Security Inc Employee Stock Ownership Plan in the asset neighbourhood
Southwest Automated Security, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Southwest Automated Security, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 6.299276817479712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $12M |
| 2023 | 1 | 97 | $12M |
| 2024 | 1 | 96 | $11M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$1M |
| Employer EIN | 270103211 |
| Plan Effective Date | 2011-12-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Southwest Automated Security Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is 859 US Employee Stock Ownership Plan in MA ($11M); by covered participants it is Lester Electrical of Nebraska, Inc. Employee Stock Ownership Plan and Trust in NE (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Lester Electrical of Nebraska, Inc. Employee Stock Ownership Plan and Trust (NE) 96 · 0 off
- W.M. Kelley Company, Inc. Employee Stock Ownership Plan (IN) 96 · 0 off
- A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust (NE) 96 · 0 off
- Asm Affiliates Employee Stock Ownership Plan and Trust (CA) 96 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.