401(k) · DOL Form 5500 · 2024

Southwest Dealer Services, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
374
Participants Below avg headcount
73rd
Percentile by assets National rank
$61,303
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Dealer Services 401(k) Plan · Sponsored by Southwest Dealer Services, Inc. · California · Information & Media

$23M in assets, 374 participants

Southwest Dealer Services, Inc.'s Southwest Dealer Services 401(k) Plan reported $23M in total assets and 374 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #1,787 in Information & Media (2,822 peers)

Southwest Dealer Services, Inc. multi-year trail

Southwest Dealer Services, Inc.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Southwest Dealer Services 401(k) Plan at $23M / 374 participants.

#1,787
in Information & Media (2,822 peers)
+5.5%
assets growth YoY

Southwest Dealer Services 401(k) Plan's outsized position by total assets

Southwest Dealer Services 401(k) Plan vs every filed plan by assets

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

$22,927,427 Top 27% higher than 73% 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 Dealer Services 401(k) 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 Dealer Services 401(k) Plan sits mid-pack in the medium band (374 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Dealer Services 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Southwest Dealer Services 401(k) Plan reported participants rose from 337 in the plan year 2023 filing to 374 in the plan year 2024 filing.
  • Southwest Dealer Services 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330453377 · Southwest Dealer Services, Inc. PY 2024 · 401(k)

Southwest Dealer Services 401(k) Plan · $23M · 374 · 73rd

  • PART $23M
  • TYPE 374
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near Medical Benefits Administrators, Inc. Profit Sharing Plan
  • BOY ind #1787

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 Information & Media retirement plans → · Plans in California →

Southwest Dealer Services 401(k) Plan in the asset neighbourhood

Southwest Dealer Services 401(k) PlanSouthwest Dealer Services 40…$23MMedical Benefits Administrators, Inc. Profit Sharing PlanMedical Benefits Administrat…$23MHawaii National Bank 401(k) Retirement Savings PlanHawaii National Bank 401(k) …$23MFleis & Vandenbrink Engineering Inc Employee Stock Ownership PlanFleis & Vandenbrink Engineer…$23MBean Automotive Group 401(k) PlanBean Automotive Group 401(k)…$23M
End-of-year total assets ($M) among Southwest Dealer Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southwest Dealer Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Dealer Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 28.383992185672263% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.9M $22.9M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 311 $18M
2023 1 337 $22M
2024 1 374 $23M

Southwest Dealer Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN330453377
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Southwest Dealer Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Southwest Dealer Services 401(k) Plan, Total assets ($B): 0.022927427 · Participants: 374Southwest Dealer Services 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Southwest Dealer Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Southwest Dealer Services 401(k) Plan side-by-side with 3 peers →

Southwest Dealer Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Medical Benefits Administrators, Inc. Profit Sharing Plan in OH ($23M); by covered participants it is Aquafil USA, Inc. 401(k) Plan in GA (374 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (374 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 Dealer Services 401(k) Plan assets move in 2024? ▼
Southwest Dealer Services 401(k) Plan grew at a solid clip - up 5.5% during 2024, from $22M to $23M. Reported net income was $1M.
How have Southwest Dealer Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Dealer Services, Inc.'s sponsor-wide assets grew 28.4%, from $18M to $23M.
Which 401(k) plans are similar in size to Southwest Dealer Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medical Benefits Administrators, Inc. Profit Sharing Plan in OH ($23M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Dealer Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquafil USA, Inc. 401(k) Plan in GA (374 participants, $6M 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 330453377.

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.