401(k) · DOL Form 5500 · 2024

Behavioral Systems Southwest, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
109
Participants Small participant base
46th
Percentile by assets National rank
$57,588
Avg per participant Low balance/head
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Official DOL plan name: Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Behavioral Systems Southwest, Inc. · California · Professional & Technical Services

$6M in assets, 109 participants

Behavioral Systems Southwest, Inc.'s Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,917 in Professional & Technical Services (20,173 peers)

Coverage in California

Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $6M.

#8,917
in Professional & Technical Services (20,173 peers)
+13.4%
assets growth YoY

Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,277,096 46th percentile higher than 46% 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

Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust 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. Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$191K in the plan year 2023 filing to $742K in the plan year 2024 filing.
  • Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 104 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953238991 · Behavioral Systems Southwest, Inc. PY 2024 · 401(k)

Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust · $6M · 109 · 46th

  • NET $6M
  • NET 109
  • NET 46th
  • NET 401(k)
  • NET near Clk Multi Family Management Employee Savings Plan
  • NET ind #8917

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 Professional & Technical Services retirement plans → · Plans in California →

Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & TrustBehavioral Systems Southwest…$6MClk Multi Family Management Employee Savings PlanClk Multi Family Management …$6MTap 401(k) Plan$6MJk Farms 401(k) Plan$6MBuhl Electric Company, Inc. 401(k) PlanBuhl Electric Company, Inc. …$6M
End-of-year total assets ($M) among Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$742K
Employer EIN953238991
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Behavioral Systems Southwest, Inc.)

Sponsor-wide plan assets over time

All Behavioral Systems Southwest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.62467961860905% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.73M $6.28M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 116 $6M
2023 1 104 $6M
2024 1 109 $6M

Nearby 401(k) Plans in California

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

Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006277096 · Participants: 109Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & TrustGoogle 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
Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Clk Multi Family Management Employee Savings Plan in TN ($6M); by covered participants it is The Mcclone Agency, Inc. Savings and Retirement Plan in WI (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 13.4% during 2024, from $6M to $6M. Reported net income was $742K.
How have Behavioral Systems Southwest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Behavioral Systems Southwest, Inc.'s sponsor-wide assets grew 9.6%, from $6M to $6M.
Which 401(k) plans are similar in size to Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Clk Multi Family Management Employee Savings Plan in TN ($6M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcclone Agency, Inc. Savings and Retirement Plan in WI (109 participants, $11M 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 953238991.

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.