401(k) · DOL Form 5500 · 2024

Southwestern/Great American, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
253
Participants Below avg headcount
81st
Percentile by assets National rank
$149,547
Avg per participant Above avg balance/head
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Official DOL plan name: Southwestern Family of Companies 401(k) and Profit Sharing Plan · Sponsored by Southwestern/Great American, Inc. · Tennessee · Wholesale Trade

$38M in assets, 253 participants

Southwestern/Great American, Inc.'s Southwestern Family of Companies 401(k) and Profit Sharing Plan reported $38M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,894 in Wholesale Trade (6,080 peers)

Coverage in Tennessee

Southwestern Family of Companies 401(k) and Profit Sharing Plan covers 253 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $38M.

#4,894
in Wholesale Trade (6,080 peers)
-8.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwestern Family of Companies 401(k) and Profit Sharing Plan's outsized position by total assets

Southwestern Family of Companies 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$37,835,410 Top 19% higher than 81% 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

Southwestern Family of Companies 401(k) and 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. Southwestern Family of Companies 401(k) and Profit Sharing Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwestern Family of Companies 401(k) and Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Southwestern Family of Companies 401(k) and Profit Sharing Plan end-of-year assets fell from $41M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 621147144 · Southwestern/Great American, Inc. PY 2024 · 401(k)

Southwestern Family of Companies 401(k) and Profit Sharing Plan · $38M · 253 · 81st

  • TYPE $38M
  • NET 253
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near Comoto Holdings, Inc. 401(k) Profit Sharing Plan & Trust
  • SCH ind #4894

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Southwestern Family of Companies 401(k) and Profit Sharing Plan in the asset neighbourhood

Southwestern Family of Companies 401(k) and Profit Sharing PlanSouthwestern Family of Compa…$38MComoto Holdings, Inc. 401(k) Profit Sharing Plan & TrustComoto Holdings, Inc. 401(k)…$38MPlains Commerce Bank Retirement PlanPlains Commerce Bank Retirem…$38MCma/Flodyne/Hydradyne, Inc. 401(k) PlanCma/Flodyne/Hydradyne, Inc. …$38MLerner Corporation 401(k) PlanLerner Corporation 401(k) Pl…$38M
End-of-year total assets ($M) among Southwestern Family of Companies 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$38M
Net Income-$3M
Employer EIN621147144
Plan Effective Date1960-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern/Great American, Inc.)

Sponsor-wide plan assets over time

All Southwestern/Great American, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 0.7015710738716736% vs 2022
2024 filing year
$36M$38M$40M$42M 202220232024 $37.6M $37.8M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 232 $38M
2023 1 253 $41M
2024 1 253 $38M

Nearby 401(k) Plans in Tennessee

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

Southwestern Family of Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southwestern Family of Companies 401(k) and Profit Sharing Plan, Total assets ($B): 0.03783541 · Participants: 253Southwestern Family of Companies 401(k) and Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Southwestern Family of Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southwestern Family of Companies 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Southwestern Family of Companies 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Comoto Holdings, Inc. 401(k) Profit Sharing Plan & Trust in PA ($38M); by covered participants it is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Southwestern Family of Companies 401(k) and Profit Sharing Plan assets move in 2024? ▼
Southwestern Family of Companies 401(k) and Profit Sharing Plan pulled back noticeably - down 8.4% during 2024, from $41M to $38M. Reported net income was -$3M.
How have Southwestern/Great American, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern/Great American, Inc.'s sponsor-wide assets grew 0.7%, from $38M to $38M.
Where does Southwestern Family of Companies 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southwestern Family of Companies 401(k) and Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southwestern Family of Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Comoto Holdings, Inc. 401(k) Profit Sharing Plan & Trust in PA ($38M, 1,247 participants).
Which 401(k) plans cover a similar participant headcount to Southwestern Family of Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 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 621147144.

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.