Profit Sharing · DOL Form 5500 · 2024

Southwest Transplant Alliance Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
356
Participants Below avg headcount
67th
Percentile by assets National rank
$47,079
Avg per participant Low balance/head
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Official DOL plan name: Southwest Transplant Alliance 401(a) Retirement Plan · Sponsored by Southwest Transplant Alliance · Texas · Other Services

$17M in assets, 356 participants

Southwest Transplant Alliance's Southwest Transplant Alliance 401(a) Retirement Plan reported $17M in total assets and 356 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,292 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 401(a) Retirement Plan at $17M / 356 participants.

#6,292
in Other Services (7,719 peers)
+17.4%
assets growth YoY

Southwest Transplant Alliance 401(a) Retirement Plan's outsized position by total assets

Southwest Transplant Alliance 401(a) Retirement Plan vs every filed plan by assets

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

$16,760,233 Top 33% higher than 67% 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 401(a) Retirement 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 401(a) Retirement Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Transplant Alliance 401(a) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Southwest Transplant Alliance 401(a) Retirement Plan reported participants rose from 320 in the plan year 2023 filing to 356 in the plan year 2024 filing.
  • Southwest Transplant Alliance 401(a) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751469319 · Southwest Transplant Alliance PY 2024 · Profit Sharing

Southwest Transplant Alliance 401(a) Retirement Plan · $17M · 356 · 67th

  • EOY $17M
  • 5500 356
  • ASSETS 67th
  • PCT Profit Sharing
  • EIN near Bbyo 403(b) Plan
  • RANK ind #6292

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 401(a) Retirement Plan in the asset neighbourhood

Bbyo 403(b) Plan$17MSouthwest Transplant Alliance 401(a) Retirement PlanSouthwest Transplant Allianc…$17MUniversity of Vermont Foundation 403(b) PlanUniversity of Vermont Founda…$17MCentral Boston Elder Services, Inc. 403(b) Retirement PlanCentral Boston Elder Service…$17MGlenbrook Capital Management, Inc. Employees' Profit Sharing PlanGlenbrook Capital Management…$17M
End-of-year total assets ($M) among Southwest Transplant Alliance 401(a) Retirement Plan and nearest nationwide Profit Sharing 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)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN751469319
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Southwest Transplant Alliance 401(a) Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Southwest Transplant Alliance 401(a) Retirement Plan, Total assets ($B): 0.016760233 · Participants: 356Southwest Transplant Alliance 401(a) Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Southwest Transplant Alliance 401(a) Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Southwest Transplant Alliance 401(a) Retirement Plan side-by-side with 3 peers →

Southwest Transplant Alliance 401(a) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Bbyo 403(b) Plan in DC ($17M); by covered participants it is Mto Profit Sharing Plan in CA (356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (356 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 401(a) Retirement Plan assets move in 2024? ▼
Southwest Transplant Alliance 401(a) Retirement Plan grew sharply - up 17.4% during 2024, from $14M to $17M. 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 Profit Sharing plans are similar in size to Southwest Transplant Alliance 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bbyo 403(b) Plan in DC ($17M, 188 participants).
Which Profit Sharing plans cover a similar participant headcount to Southwest Transplant Alliance 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mto Profit Sharing Plan in CA (356 participants, $126M 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.