401(k) · DOL Form 5500 · 2024
Southwest Autism Research and Resource Center 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 219
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $41,407
- Avg per participant Low balance/head
Official DOL plan name: Southwest Autism Research and Resource Center 401(k) Plan · Sponsored by Southwest Autism Research and Resource Center · Arizona · Healthcare & Social Assistance
$9M in assets, 219 participants
Southwest Autism Research and Resource Center's Southwest Autism Research and Resource Center 401(k) Plan reported $9M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #9,961 in Healthcare & Social Assistance (16,916 peers)
Coverage in Arizona
Southwest Autism Research and Resource Center 401(k) Plan covers 219 participants in Arizona, about 39% of the average Arizona filer (state average ~564 per filing). Assets: $9M.
- #9,961
- in Healthcare & Social Assistance (16,916 peers)
- +19.1%
- assets growth YoY
Southwest Autism Research and Resource Center 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Southwest Autism Research and Resource Center 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,068,061 Top 46% higher than 54% 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 Autism Research and Resource Center 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 Autism Research and Resource Center 401(k) Plan sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwest Autism Research and Resource Center 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Southwest Autism Research and Resource Center 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Southwest Autism Research and Resource Center 401(k) Plan reported participants rose from 214 in the plan year 2023 filing to 219 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 311496646 · Southwest Autism Research and Resource Center PY 2024 · 401(k)
Southwest Autism Research and Resource Center 401(k) Plan · $9M · 219 · 54th
- NET $9M
- NET 219
- NET 54th
- NET 401(k)
- NET near Tack Automotive Dba Mike Johnson's Hickory Toyota 401(k) Plan
- NET ind #9961
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 Autism Research and Resource Center 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 311496646 |
| Plan Effective Date | 2007-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Autism Research and Resource Center)
Sponsor-wide plan assets over time
All Southwest Autism Research and Resource Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 39.25854384886956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $7M |
| 2023 | 1 | 214 | $8M |
| 2024 | 1 | 219 | $9M |
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 Autism Research and Resource Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Tack Automotive Dba Mike Johnson's Hickory Toyota 401(k) Plan in NC ($9M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
- The Joy Companies, Inc. Retirement Plan (MD) 219 · 0 off
- Fibrogen, Inc. 401(k) Plan (CA) 219 · 0 off
- Bank of the Pacific 401(k) Plan (WA) 219 · 0 off
- Le Jardin Community Center 401(k) and Profit Sharing Plan (FL) 219 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.