401(k) · DOL Form 5500 · 2024

Southwest Transplant Alliance 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
367
Participants Below avg headcount
59th
Percentile by assets National rank
$31,774
Avg per participant Low balance/head
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Official DOL plan name: Southwest Transplant Alliance 403(b) Plan · Sponsored by Southwest Transplant Alliance · Texas · Other Services

$12M in assets, 367 participants

Southwest Transplant Alliance's Southwest Transplant Alliance 403(b) Plan reported $12M in total assets and 367 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,920 in Other Services (7,719 peers)

Southwest Transplant Alliance multi-year trail

Southwest Transplant Alliance's plans moved +44.5% in assets from 2022 to 2024; this filing shows Southwest Transplant Alliance 403(b) Plan at $12M / 367 participants.

#5,920
in Other Services (7,719 peers)
+19.9%
assets growth YoY

Southwest Transplant Alliance 403(b) Plan's mid-pack asset rank among Other Services and all filers

Southwest Transplant Alliance 403(b) Plan vs every filed plan by assets

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

$11,661,054 Top 41% higher than 59% 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 Transplant Alliance 403(b) 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 Transplant Alliance 403(b) Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Transplant Alliance 403(b) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Southwest Transplant Alliance 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southwest Transplant Alliance 403(b) Plan reported participants rose from 325 in the plan year 2023 filing to 367 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 751469319 · Southwest Transplant Alliance PY 2024 · 401(k)

Southwest Transplant Alliance 403(b) Plan · $12M · 367 · 59th

  • EIN $12M
  • EIN 367
  • EIN 59th
  • EIN 401(k)
  • EIN near Cozzini Bros., Inc. Employees' Profit Sharing and Savings Plan
  • EIN ind #5920

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 Other Services retirement plans → · Plans in Texas →

Southwest Transplant Alliance 403(b) Plan in the asset neighbourhood

Southwest Transplant Alliance 403(b) PlanSouthwest Transplant Allianc…$12MCozzini Bros., Inc. Employees' Profit Sharing and Savings PlanCozzini Bros., Inc. Employee…$12MPillinger Miller Tarallo LLP 401(k) Profit Sharing Plan and TrustPillinger Miller Tarallo LLP…$12MVignet Inc 401(k) Profit Sharing Plan & TrustVignet Inc 401(k) Profit Sha…$12MWgg Wealth Partners 401(k) Profit Sharing PlanWgg Wealth Partners 401(k) P…$12M
End-of-year total assets ($M) among Southwest Transplant Alliance 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southwest Transplant Alliance multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Transplant Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$28M 44.502708972622095% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $28.4M ▲ +44.5%
Year Plans Participants Total Assets
2022 2 590 $20M
2023 2 645 $24M
2024 2 723 $28M

Southwest Transplant Alliance filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN751469319
Plan Effective Date2008-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Southwest Transplant Alliance 403(b) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Transplant Alliance 403(b) Plan, Total assets ($B): 0.011661054 · Participants: 367Southwest Transplant Alliance 403(b) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Southwest Transplant Alliance 403(b) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Transplant Alliance 403(b) Plan side-by-side with 3 peers →

Southwest Transplant Alliance 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cozzini Bros., Inc. Employees' Profit Sharing and Savings Plan in IL ($12M); by covered participants it is The Joint Corp. 401(k) Plan in AZ (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Transplant Alliance 403(b) Plan assets move in 2024? ▼
Southwest Transplant Alliance 403(b) Plan grew sharply - up 19.9% during 2024, from $10M to $12M. Reported net income was $2M.
How have Southwest Transplant Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Transplant Alliance's sponsor-wide assets grew 44.5%, from $20M to $28M.
Which 401(k) plans are similar in size to Southwest Transplant Alliance 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cozzini Bros., Inc. Employees' Profit Sharing and Savings Plan in IL ($12M, 791 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Transplant Alliance 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Joint Corp. 401(k) Plan in AZ (367 participants, $4M 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 751469319.

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.