ESOP · DOL Form 5500 · 2024

Southwest Solutions Group, Inc. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
125
Participants Small participant base
82nd
Percentile by assets National rank
$346,214
Avg per participant High balance/head
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Official DOL plan name: Southwest Solutions Group, Inc. Employee Stock Ownership Plan · Sponsored by Southwest Solutions Group, Inc. · Texas · Other Services

$43M in assets, 125 participants

Southwest Solutions Group, Inc.'s Southwest Solutions Group, Inc. Employee Stock Ownership Plan reported $43M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,095 in Other Services (7,719 peers)

Coverage in Texas

Southwest Solutions Group, Inc. Employee Stock Ownership Plan covers 125 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $43M.

#7,095
in Other Services (7,719 peers)
-3.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Solutions Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$43,276,793 Top 18% higher than 82% 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 Solutions Group, Inc. Employee Stock Ownership 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 Solutions Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Solutions Group, Inc. Employee Stock Ownership Plan reported net income fell from $18M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Southwest Solutions Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $45M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Southwest Solutions Group, Inc. Employee Stock Ownership Plan reported participants rose from 123 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752703228 · Southwest Solutions Group, Inc. PY 2024 · ESOP

Southwest Solutions Group, Inc. Employee Stock Ownership Plan · $43M · 125 · 82nd

  • BOOK $43M
  • VS-ST 125
  • BOY 82nd
  • SCH ESOP
  • EBSA near Tech Systems, Inc. Employee Stock Ownership Plan
  • PART ind #7095

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 Texas →

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

Travel Store Employee Stock Ownership PlanTravel Store Employee Stock …$43MFlywheel Employee Stock Ownership PlanFlywheel Employee Stock Owne…$43MSouthwest Solutions Group, Inc. Employee Stock Ownership PlanSouthwest Solutions Group, I…$43MTech Systems, Inc. Employee Stock Ownership PlanTech Systems, Inc. Employee …$43MOftedal Construction, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. E…$43M
End-of-year total assets ($M) among Southwest Solutions Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$43M
Net Income-$2M
Employer EIN752703228
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Solutions Group, Inc.)

Sponsor-wide plan assets over time

All Southwest Solutions Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 28.581253270478353% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.7M $43.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 215 $34M
2023 1 123 $45M
2024 1 125 $43M

Nearby ESOP Plans in Texas

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

Southwest Solutions Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Southwest Solutions Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.043276793 · Participants: 125Southwest Solutions Group, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Southwest Solutions Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Southwest Solutions Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Tech Systems, Inc. Employee Stock Ownership Plan in GA ($43M); by covered participants it is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Solutions Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Southwest Solutions Group, Inc. Employee Stock Ownership Plan edged down modestly - down 3.6% during 2024, from $45M to $43M. Reported net income was -$2M.
How have Southwest Solutions Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Solutions Group, Inc.'s sponsor-wide assets grew 28.6%, from $34M to $43M.
Where does Southwest Solutions Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Southwest Solutions Group, Inc. Employee Stock Ownership Plan ranks in the 82nd 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 ESOP plans are similar in size to Southwest Solutions Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tech Systems, Inc. Employee Stock Ownership Plan in GA ($43M, 376 participants).
Which ESOP plans cover a similar participant headcount to Southwest Solutions Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (125 participants, $234K 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 752703228.

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.