401(k) · DOL Form 5500 · 2024
Southwest Human Development, Inc. 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 832
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $53,083
- Avg per participant Low balance/head
Official DOL plan name: Southwest Human Development, Inc. 401(k) and Profit Sharing Plan · Sponsored by Southwest Human Development, Inc. · Arizona · Healthcare & Social Assistance
$44M in assets, 832 participants
Southwest Human Development, Inc.'s Southwest Human Development, Inc. 401(k) and Profit Sharing Plan reported $44M in total assets and 832 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,408 in Healthcare & Social Assistance (16,916 peers)
Where Southwest Human Development, Inc. 401(k) and Profit Sharing Plan sits by assets
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 832 participants (~$53,083/participant), up 17.4% in 2024.
- #14,408
- in Healthcare & Social Assistance (16,916 peers)
- +17.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,164,786 Top 17% higher than 83% 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 Human Development, Inc. 401(k) and Profit Sharing 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 Human Development, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (832 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwest Human Development, Inc. 401(k) and Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Southwest Human Development, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Southwest Human Development, Inc. 401(k) and Profit Sharing Plan reported participants rose from 732 in the plan year 2023 filing to 832 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 860407179 · Southwest Human Development, Inc. PY 2024 · 401(k)
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan · $44M · 832 · 83rd
- NET $44M
- NET 832
- NET 83rd
- NET 401(k)
- NET near Adfinitas Health 401(k) Retirement Plan
- NET ind #14408
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 Arizona →
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $7M |
| Employer EIN | 860407179 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Human Development, Inc.)
Sponsor-wide plan assets over time
All Southwest Human Development, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 31.78079399230634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 789 | $34M |
| 2023 | 1 | 732 | $38M |
| 2024 | 1 | 832 | $44M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Southwest Human Development, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Adfinitas Health 401(k) Retirement Plan in MD ($44M); by covered participants it is Golub Capital LLC 401(k) Plan in IL (832 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Adfinitas Health 401(k) Retirement Plan (MD) $44M · 421
- The Swift Group 401(k) Profit Sharing Plan (VA) $44M · 314
- Soliant 401(k) Plan (GA) $44M · 8,373
- Jones Companies 401(k) Plan (MS) $44M · 1,192
Similar participant headcount
Nearest other-state filings by covered participants (832 participants); asset peers above are excluded.
- Golub Capital LLC 401(k) Plan (IL) 832 · 0 off
- Bobby Jones Links 401(k) Plan (GA) 832 · 0 off
- Marcus & Millichap, Inc. 401(k) Plan (CA) 832 · 0 off
- Real Floors, Inc. 401(k) Plan (GA) 832 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.