401(k) · DOL Form 5500 · 2024

Sfe Intermediate Holdco, LLC. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
7,680
Participants Very large workforce
61st
Percentile by assets National rank
$1,629
Avg per participant Low balance/head
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Official DOL plan name: Southwest Foodservice Excellence 401(k) Plan · Sponsored by Sfe Intermediate Holdco, LLC. · Arizona · Food Services & Accommodation

$13M in assets, 7,680 participants

Sfe Intermediate Holdco, LLC.'s Southwest Foodservice Excellence 401(k) Plan reported $13M in total assets and 7,680 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.

  • #3,189 in Food Services & Accommodation (3,672 peers)

Coverage in Arizona

Southwest Foodservice Excellence 401(k) Plan covers 7,680 participants in Arizona, 14x the typical Arizona plan (state average ~564 per filing). Assets: $13M.

#3,189
in Food Services & Accommodation (3,672 peers)
+19.5%
assets growth YoY

Southwest Foodservice Excellence 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Southwest Foodservice Excellence 401(k) Plan vs every filed plan by assets

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

$12,512,303 Top 39% higher than 61% 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 Foodservice Excellence 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Foodservice Excellence 401(k) Plan lands in the large band (7,680 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Foodservice Excellence 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southwest Foodservice Excellence 401(k) Plan reported participants rose from 6,168 in the plan year 2023 filing to 7,680 in the plan year 2024 filing.
  • Southwest Foodservice Excellence 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 822192226 · Sfe Intermediate Holdco, LLC. PY 2024 · 401(k)

Southwest Foodservice Excellence 401(k) Plan · $13M · 7,680 · 61st

  • EBSA $13M
  • EBSA 7,680
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near Alderman's Retirement Plan
  • EBSA ind #3189

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 Food Services & Accommodation retirement plans → · Plans in Arizona →

Southwest Foodservice Excellence 401(k) Plan in the asset neighbourhood

Southwest Foodservice Excellence 401(k) PlanSouthwest Foodservice Excell…$13MAlderman's Retirement Plan$13MAllard Nazarian Group, Inc. 401(k) Savings PlanAllard Nazarian Group, Inc. …$13MD. C. Taylor Co. Savings Plan$13MApplus Employee 401(k) Retirement PlanApplus Employee 401(k) Retir…$13M
End-of-year total assets ($M) among Southwest Foodservice Excellence 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN822192226
Plan Effective Date2018-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sfe Intermediate Holdco, LLC.)

Sponsor-wide plan assets over time

All Sfe Intermediate Holdco, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 66.22500491210096% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.53M $12.5M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 4,684 $8M
2023 1 6,168 $10M
2024 1 7,680 $13M

Nearby 401(k) Plans in Arizona

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

Southwest Foodservice Excellence 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -202468 Total assets ($B) Participants Southwest Foodservice Excellence 401(k) Plan, Total assets ($B): 0.012512303 · Participants: 7680Southwest Foodservice Excellence 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Southwest Foodservice Excellence 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Southwest Foodservice Excellence 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Alderman's Retirement Plan in VT ($13M); by covered participants it is Saputo USA 401(k) Plan in WI (7,686 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (7,680 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 Foodservice Excellence 401(k) Plan assets move in 2024? ▼
Southwest Foodservice Excellence 401(k) Plan grew sharply - up 19.5% during 2024, from $10M to $13M. Reported net income was $2M.
How have Sfe Intermediate Holdco, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sfe Intermediate Holdco, LLC.'s sponsor-wide assets grew 66.2%, from $8M to $13M.
Which 401(k) plans are similar in size to Southwest Foodservice Excellence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alderman's Retirement Plan in VT ($13M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Foodservice Excellence 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Saputo USA 401(k) Plan in WI (7,686 participants, $650M 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 822192226.

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.