401(k) · DOL Form 5500 · 2024
Swbc Professional Employer Services V, LLC 401(k) Plan
Data updated 2026-08-25
- $201M
- Total assets Near avg plan size
- 13,091
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $15,373
- Avg per participant Low balance/head
Official DOL plan name: Swbc Professional Employer Services 401(k) Plan · Sponsored by Swbc Professional Employer Services V, LLC · Texas · Professional & Technical Services
$201M in assets, 13,091 participants
Swbc Professional Employer Services V, LLC's Swbc Professional Employer Services 401(k) Plan reported $201M in total assets and 13,091 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,251 in Professional & Technical Services (20,173 peers)
Coverage in Texas
Swbc Professional Employer Services 401(k) Plan covers 13,091 participants in Texas, 19x the typical Texas plan (state average ~688 per filing). Assets: $201M.
- #19,251
- in Professional & Technical Services (20,173 peers)
- +29.9%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Swbc Professional Employer Services 401(k) Plan's outsized position by total assets
Swbc Professional Employer Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$201,246,148 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Swbc Professional Employer Services 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swbc Professional Employer Services 401(k) Plan is a mega filing (13,091 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swbc Professional Employer Services 401(k) Plan end-of-year assets rose from $155M in the plan year 2023 filing to $201M in the plan year 2024 filing.
- Swbc Professional Employer Services 401(k) Plan reported participants rose from 11,002 in the plan year 2023 filing to 13,091 in the plan year 2024 filing.
- Swbc Professional Employer Services 401(k) Plan reported net income fell from $32M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 273708085 · Swbc Professional Employer Services V, LLC PY 2024 · 401(k)
Swbc Professional Employer Services 401(k) Plan · $201M · 13,091 · 94th
- EIN $201M
- EIN 13,091
- EIN 94th
- EIN 401(k)
- EIN near Buckle 401(k) Plan
- EIN ind #19251
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 Professional & Technical Services retirement plans → · Plans in Texas →
Swbc Professional Employer Services 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $201M |
| Net Income | $28M |
| Employer EIN | 273708085 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swbc Professional Employer Services V, LLC)
Sponsor-wide plan assets over time
All Swbc Professional Employer Services V, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $201M 73.43710997448714% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,631 | $116M |
| 2023 | 1 | 11,002 | $155M |
| 2024 | 1 | 13,091 | $201M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Scale composition for Swbc Professional Employer Services 401(k) Plan
Swbc Professional Employer Services 401(k) Plan reports $201M in end-of-year assets across 13,091 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $15,373 per participant (11% of the national average assets-per-participant) . Net income for plan year 2024 was $28M.
This plan identity (EIN 273708085, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $116M to $201M (+73.4%) while covered participants moved from 8,631 to 13,091 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,631 | $116M | Open filing |
| 2023 | 11,002 | $155M | Open filing |
| 2024 · index core | 13,091 | $201M | This page |
Swbc Professional Employer Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Buckle 401(k) Plan in NE ($201M); by covered participants it is Andersen 401(k) Plan in MN (13,115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($201M here).
- Buckle 401(k) Plan (NE) $201M · 2,893
- Captech Ventures, Inc. 401(k) Plan (VA) $201M · 1,008
- Mirion Technologies 401(k) Plan (GA) $201M · 2,218
- Scan Group 401(k) Plan (CA) $201M · 1,965
Similar participant headcount
Nearest other-state filings by covered participants (13,091 participants); asset peers above are excluded.
- Andersen 401(k) Plan (MN) 13,115 · 24 off
- Cleveland-Cliffs Steel LLC Hourly 401(k) Plan (OH) 13,118 · 27 off
- Visa 401(k) Plan (CA) 13,121 · 30 off
- Gpm Investments 401(k) Plan (VA) 13,124 · 33 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.