401(k) · DOL Form 5500 · 2024

Southwestern Financial Corporation 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
216
Participants Below avg headcount
74th
Percentile by assets National rank
$114,435
Avg per participant Below avg balance/head
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Official DOL plan name: The Mahoney Group 401(k) Plan and Trust · Sponsored by Southwestern Financial Corporation · Arizona · Finance & Insurance

$25M in assets, 216 participants

Southwestern Financial Corporation's The Mahoney Group 401(k) Plan and Trust reported $25M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,153 in Finance & Insurance (8,549 peers)

Coverage in Arizona

The Mahoney Group 401(k) Plan and Trust covers 216 participants in Arizona, about 38% of the average Arizona filer (state average ~564 per filing). Assets: $25M.

#5,153
in Finance & Insurance (8,549 peers)
+14.0%
assets growth YoY

The Mahoney Group 401(k) Plan and Trust's outsized position by total assets

The Mahoney Group 401(k) Plan and Trust vs every filed plan by assets

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

$24,718,016 Top 26% higher than 74% 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

The Mahoney Group 401(k) Plan and 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. The Mahoney Group 401(k) Plan and Trust sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mahoney Group 401(k) Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Mahoney Group 401(k) Plan and Trust reported participants rose from 189 in the plan year 2023 filing to 216 in the plan year 2024 filing.
  • The Mahoney Group 401(k) Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860224638 · Southwestern Financial Corporation PY 2024 · 401(k)

The Mahoney Group 401(k) Plan and Trust · $25M · 216 · 74th

  • EBSA $25M
  • PART 216
  • TYPE 74th
  • NET 401(k)
  • BOOK near Association of Certified Fraud Examiners, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #5153

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 Finance & Insurance retirement plans → · Plans in Arizona →

The Mahoney Group 401(k) Plan and Trust in the asset neighbourhood

The Mahoney Group 401(k) Plan and TrustThe Mahoney Group 401(k) Pla…$25MAssociation of Certified Fraud Examiners, Inc. 401(k) Profit Sharing PlanAssociation of Certified Fra…$25MCps Green Machine$25MEaton Peabody, PA 401(k) Plan$25MBuckeye Power Sales Co., Inc. 401(k) PlanBuckeye Power Sales Co., Inc…$25M
End-of-year total assets ($M) among The Mahoney Group 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN860224638
Plan Effective Date1978-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern Financial Corporation)

Sponsor-wide plan assets over time

All Southwestern Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$105M 5.8265457669138545% vs 2022
2024 filing year
$95M$100M$105M$110M 202220232024 $99.2M $105M ▲ +5.8%
Year Plans Participants Total Assets
2022 2 330 $99M
2023 2 346 $107M
2024 2 392 $105M

Nearby 401(k) Plans in Arizona

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

The Mahoney Group 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants The Mahoney Group 401(k) Plan and Trust, Total assets ($B): 0.024718016 · Participants: 216The Mahoney Group 401(k) Plan and TrustBechtel 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
The Mahoney Group 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare The Mahoney Group 401(k) Plan and Trust side-by-side with 3 peers →

The Mahoney Group 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Association of Certified Fraud Examiners, Inc. 401(k) Profit Sharing Plan in TX ($25M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 The Mahoney Group 401(k) Plan and Trust assets move in 2024? ▼
The Mahoney Group 401(k) Plan and Trust grew at a solid clip - up 14.0% during 2024, from $22M to $25M. Reported net income was $3M.
How have Southwestern Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern Financial Corporation's sponsor-wide assets grew 5.8%, from $99M to $105M.
Which 401(k) plans are similar in size to The Mahoney Group 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Association of Certified Fraud Examiners, Inc. 401(k) Profit Sharing Plan in TX ($25M, 92 participants).
Which 401(k) plans cover a similar participant headcount to The Mahoney Group 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Garden of Life 401(k) Plan in FL (216 participants, N/A 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 860224638.

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.