ESOP · DOL Form 5500 · 2024

Southwest Security, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
98
Participants Small participant base
45th
Percentile by assets National rank
$58,951
Avg per participant Low balance/head
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Official DOL plan name: Southwest Security, Inc. Employee Stock Ownership Plan · Sponsored by Southwest Security, Inc. · Mississippi · Finance & Insurance

$6M in assets, 98 participants

Southwest Security, Inc.'s Southwest Security, Inc. Employee Stock Ownership Plan reported $6M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,593 in Finance & Insurance (8,549 peers)

Southwest Security, Inc. multi-year trail

Southwest Security, Inc.'s plans moved +42.6% in assets from 2022 to 2024; this filing shows Southwest Security, Inc. Employee Stock Ownership Plan at $6M / 98 participants.

#2,593
in Finance & Insurance (8,549 peers)
+20.4%
assets growth YoY

Southwest Security, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Southwest Security, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,777,204 45th percentile higher than 45% 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 Security, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Security, Inc. Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Security, Inc. Employee Stock Ownership Plan reported net income rose from $12K in the plan year 2023 filing to $978K in the plan year 2024 filing.
  • Southwest Security, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Southwest Security, Inc. Employee Stock Ownership Plan reported participants rose from 90 in the plan year 2023 filing to 98 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 640639663 · Southwest Security, Inc. PY 2024 · ESOP

Southwest Security, Inc. Employee Stock Ownership Plan · $6M · 98 · 45th

  • PCT $6M
  • EIN 98
  • RANK 45th
  • PHOTO ESOP
  • IND near Hughes-Anderson Employee Stock Ownership Plan
  • EOY ind #2593

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 What is an ESOP? → · Plans in Mississippi →

Southwest Security, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Southwest Security, Inc. Employee Stock Ownership PlanSouthwest Security, Inc. Emp…$6MHughes-Anderson Employee Stock Ownership PlanHughes-Anderson Employee Sto…$6MRp Oak Hill Building Company Employee Stock Ownership PlanRp Oak Hill Building Company…$6MLewis & Tibbitts, Inc. Employee Stock Ownership PlanLewis & Tibbitts, Inc. Emplo…$6MCharter Roofing Co., Inc. Employee Stock Ownership PlanCharter Roofing Co., Inc. Em…$6M
End-of-year total assets ($M) among Southwest Security, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Southwest Security, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Security, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.6458490304748% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11M $15.8M ▲ +42.7%
Year Plans Participants Total Assets
2022 2 204 $11M
2023 2 197 $13M
2024 2 196 $16M

Southwest Security, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$978K
Employer EIN640639663
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Mississippi

Peer ESOP plans, same state, same plan type, ranked by total assets.

Southwest Security, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -50050100150200 Total assets ($M) Participants Southwest Security, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.777204 · Participants: 98Southwest Security, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 181.221459 · Participants: 652Mdr Construction, Inc. Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 178.870073 · Participants: 499Lt Corporation & Affiliates Employee Stock Ownership PlanTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 158.465575 · Participants: 1629Telapex, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 109.680748 · Participants: 339F.L. Crane & Sons, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 80.538218 · Participants: 876Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan
Southwest Security, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare Southwest Security, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Southwest Security, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Mississippi, the nearest ESOP by assets is Hughes-Anderson Employee Stock Ownership Plan in OK ($6M); by covered participants it is Mainstay Technologies, Inc. Employee Stock Ownership Plan in NH (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Security, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Southwest Security, Inc. Employee Stock Ownership Plan grew sharply - up 20.4% during 2024, from $5M to $6M. Reported net income was $978K.
How have Southwest Security, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Security, Inc.'s sponsor-wide assets grew 42.6%, from $11M to $16M.
Which ESOP plans are similar in size to Southwest Security, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hughes-Anderson Employee Stock Ownership Plan in OK ($6M, 68 participants).
Which ESOP plans cover a similar participant headcount to Southwest Security, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mainstay Technologies, Inc. Employee Stock Ownership Plan in NH (98 participants, $250K 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 640639663.

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.