401(k) · DOL Form 5500 · 2024
Southwest Energy Management, LLC 401(k) Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 279
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $338,753
- Avg per participant High balance/head
Official DOL plan name: Southwest Energy Profit Sharing Plan · Sponsored by Southwest Energy Management, LLC · Arizona · Mining & Oil Extraction
$95M in assets, 279 participants
Southwest Energy Management, LLC's Southwest Energy Profit Sharing Plan reported $95M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #635 in Mining & Oil Extraction (785 peers)
Coverage in Arizona
Southwest Energy Profit Sharing Plan covers 279 participants in Arizona, about 49% of the average Arizona filer (state average ~564 per filing). Assets: $95M.
- #635
- in Mining & Oil Extraction (785 peers)
- +16.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Southwest Energy Profit Sharing Plan's outsized position by total assets
Southwest Energy Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$94,512,121 Top 10% higher than 90% 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 Energy 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 Energy Profit Sharing Plan sits mid-pack in the medium band (279 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwest Energy Profit Sharing Plan reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Southwest Energy Profit Sharing Plan reported participants rose from 229 in the plan year 2023 filing to 279 in the plan year 2024 filing.
- Southwest Energy Profit Sharing Plan end-of-year assets rose from $81M in the plan year 2023 filing to $95M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 263253459 · Southwest Energy Management, LLC PY 2024 · 401(k)
Southwest Energy Profit Sharing Plan · $95M · 279 · 90th
- RANK $95M
- PHOTO 279
- IND 90th
- EOY 401(k)
- 5500 near Cummings Properties, LLC 401(k) Plan
- ASSETS ind #635
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 Mining & Oil Extraction retirement plans → · Plans in Arizona →
Southwest Energy Profit Sharing Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | $13M |
| Employer EIN | 263253459 |
| Plan Effective Date | 1978-08-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Energy Management, LLC)
Sponsor-wide plan assets over time
All Southwest Energy Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 34.169801495754584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 225 | $70M |
| 2023 | 1 | 229 | $81M |
| 2024 | 1 | 279 | $95M |
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 Energy Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Cummings Properties, LLC 401(k) Plan in MA ($95M); by covered participants it is Paramit Corporation 401(k) Savings Plan in CA (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
- Cummings Properties, LLC 401(k) Plan (MA) $95M · 474
- Summit Electric Supply Co. 401(k) Plan (NM) $95M · 657
- Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust (GA) $95M · 232
- National Ms Society 401(k) Plan (NY) $95M · 834
Similar participant headcount
Nearest other-state filings by covered participants (279 participants); asset peers above are excluded.
- Paramit Corporation 401(k) Savings Plan (CA) 279 · 0 off
- Thk Rhythm Automotive Michigan Corporation 401(k) Plan (MI) 279 · 0 off
- Huck Finn Clothes, Inc. 401(k) Plan (NY) 279 · 0 off
- Graham Tire Company 401(k) Profit Sharing Plan (SD) 279 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.