Defined Benefit (Pension) · DOL Form 5500 · 2024

Sw General, Inc., Dba Southwest Ambulance Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
185
Participants Below avg headcount
74th
Percentile by assets National rank
$130,298
Avg per participant Near avg balance/head
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Official DOL plan name: Southwest Ambulance Pension Plan · Sponsored by Sw General, Inc., Dba Southwest Ambulance · Colorado · Healthcare & Social Assistance

$24M in assets, 185 participants

Sw General, Inc., Dba Southwest Ambulance's Southwest Ambulance Pension Plan reported $24M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,143 in Healthcare & Social Assistance (16,916 peers)

Coverage in Colorado

Southwest Ambulance Pension Plan covers 185 participants in Colorado, about 49% of the average Colorado filer (state average ~376 per filing). Assets: $24M.

#13,143
in Healthcare & Social Assistance (16,916 peers)
+3.1%
assets growth YoY

Southwest Ambulance Pension Plan's outsized position by total assets

Southwest Ambulance Pension Plan vs every filed plan by assets

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

$24,105,165 Top 26% higher than 74% 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 Ambulance Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Ambulance Pension Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Ambulance Pension Plan reported net income rose from -$2M in the plan year 2023 filing to $725K in the plan year 2024 filing.
  • Southwest Ambulance Pension Plan reported participants fell from 226 in the plan year 2023 filing to 185 in the plan year 2024 filing.
  • Southwest Ambulance Pension Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860434455 · Sw General, Inc., Dba Southwest Ambulance PY 2024 · Defined Benefit (Pension)

Southwest Ambulance Pension Plan · $24M · 185 · 74th

  • EIN $24M
  • RANK 185
  • PHOTO 74th
  • IND Defined Benefit (Pension)
  • EOY near Hillside Family of Agencies Pension Plan
  • 5500 ind #13143

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 Colorado →

Southwest Ambulance Pension Plan in the asset neighbourhood

Great Lakes Coca-Cola Distribution Union Pension PlanGreat Lakes Coca-Cola Distri…$24MNathan Littauer Hospital & Nursing Home Registered Nurses PlanNathan Littauer Hospital & N…$24MSouthwest Ambulance Pension PlanSouthwest Ambulance Pension …$24MHillside Family of Agencies Pension PlanHillside Family of Agencies …$24MW. B. Doner and Company Equity Pension PlanW. B. Doner and Company Equi…$24M
End-of-year total assets ($M) among Southwest Ambulance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$725K
Employer EIN860434455
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sw General, Inc., Dba Southwest Ambulance)

Sponsor-wide plan assets over time

All Sw General, Inc., Dba Southwest Ambulance plans reported in each filing year

Latest sponsor-wide plan assets
$24M 3.9332920215441423% vs 2022
2024 filing year
$23M$24M$25M$26M 202220232024 $25.1M $24.1M ▼ -3.9%
Year Plans Participants Total Assets
2022 1 273 $25M
2023 1 226 $23M
2024 1 185 $24M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southwest Ambulance Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Southwest Ambulance Pension Plan, Total assets ($B): 0.024105165 · Participants: 185Southwest Ambulance Pension PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.290530979 · Participants: 38340Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.901154325 · Participants: 1243Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.810486388 · Participants: 1243Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.443617213 · Participants: 217Medianews Group Pension PlanNational Laboratory of the Rockies Shared Security Pension Plan, Total assets ($B): 0.43554378 · Participants: 3154National Laboratory of the Rockies Shared Security Pension Plan
Southwest Ambulance Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Southwest Ambulance Pension Plan side-by-side with 3 peers →

Southwest Ambulance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Hillside Family of Agencies Pension Plan in NY ($24M); by covered participants it is Laerdal Medical Corporation Employees' Pension Plan in NY (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Ambulance Pension Plan assets move in 2024? ▼
Southwest Ambulance Pension Plan edged up modestly - up 3.1% during 2024, from $23M to $24M. Reported net income was $725K.
How have Sw General, Inc., Dba Southwest Ambulance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sw General, Inc., Dba Southwest Ambulance's sponsor-wide assets declined 3.9%, from $25M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Southwest Ambulance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hillside Family of Agencies Pension Plan in NY ($24M, 359 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwest Ambulance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Laerdal Medical Corporation Employees' Pension Plan in NY (185 participants, $12M 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 860434455.

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.