401(k) · DOL Form 5500 · 2024

Southwest Traders, Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 441
Participants Below avg headcount: 61st
Percentile by assets National rank: $29,075
Avg per participant Low balance/head

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Official DOL plan name: Southwest Traders, Inc. 401(k) Plan · Sponsored by Southwest Traders, Inc · California · Wholesale Trade

$13M in assets, 441 participants

Southwest Traders, Inc's Southwest Traders, Inc. 401(k) Plan reported $13M in total assets and 441 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

#3,247 in Wholesale Trade (6,080 peers)

Southwest Traders, Inc multi-year trail

Southwest Traders, Inc's plans moved +64.7% in assets from 2022 to 2024; this filing shows Southwest Traders, Inc. 401(k) Plan at $13M / 441 participants.

#3,247
in Wholesale Trade (6,080 peers): +25.0%
assets growth YoY

Southwest Traders, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Southwest Traders, Inc. 401(k) Plan vs every filed plan by assets

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

$12,821,876 Top 39% higher than 61% 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 Traders, Inc. 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 Traders, Inc. 401(k) Plan sits mid-pack in the medium band (441 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Southwest Traders, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Southwest Traders, Inc. 401(k) Plan reported participants rose from 415 in the plan year 2023 filing to 441 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330191583 · Southwest Traders, Inc PY 2024 · 401(k)

Southwest Traders, Inc. 401(k) Plan · $13M · 441 · 61st

PART $13M
TYPE 441
NET 61st
BOOK 401(k)
VS-ST near Morae Global Corporation 401(k) Plan
BOY ind #3247

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 California →

End-of-year total assets ($M) among Southwest Traders, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southwest Traders, Inc multi-year asset trail

Latest sponsor-wide plan assets: $13M 64.73960239837074% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	430	$8M
2023	1	415	$10M
2024	1	441	$13M

Southwest Traders, Inc filing trail (2024)

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$13M
Net Income	$3M
Employer EIN	330191583
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Southwest Traders, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Southwest Traders, Inc. 401(k) Plan side-by-side with 3 peers →

Southwest Traders, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Morae Global Corporation 401(k) Plan in TX ($13M); by covered participants it is Potato Products of Idaho 401(k) Plan in ID (441 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Morae Global Corporation 401(k) Plan (TX) $13M · 166
Northeastern Center, Inc. Retirement Plan (IN) $13M · 152
Hall Communications, Inc. 401(k) Plan (FL) $13M · 99
Ipg 401(k) Profit Sharing Plan (VA) $13M · 146

Similar participant headcount

Nearest other-state filings by covered participants (441 participants); asset peers above are excluded.

Potato Products of Idaho 401(k) Plan (ID) 441 · 0 off
Culp Inc Employees Ret Builder Plan (NC) 441 · 0 off
Kfs Aba, Inc. Retirement Plan (PA) 441 · 0 off
The Childrens Svc Ctr of Wyo Val 401(k) Plan (PA) 441 · 0 off

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 Traders, Inc. 401(k) Plan assets move in 2024? ▼

Southwest Traders, Inc. 401(k) Plan grew sharply - up 25.0% during 2024, from $10M to $13M. Reported net income was $3M.

How have Southwest Traders, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southwest Traders, Inc's sponsor-wide assets grew 64.7%, from $8M to $13M.

Which 401(k) plans are similar in size to Southwest Traders, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Morae Global Corporation 401(k) Plan in TX ($13M, 166 participants).

Which 401(k) plans cover a similar participant headcount to Southwest Traders, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Potato Products of Idaho 401(k) Plan in ID (441 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 330191583.