Other · DOL Form 5500 · 2024
Trustees - Southwest States Conference Defined Contribution Fun Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 813
- Participants Near avg headcount
- 36th
- Percentile by assets National rank
- $4,292
- Avg per participant Low balance/head
Official DOL plan name: Southwest States Conference Defined Contribution Fund · Sponsored by Trustees - Southwest States Conference Defined Contribution Fun · Louisiana · Construction
$3M in assets, 813 participants
Trustees - Southwest States Conference Defined Contribution Fun's Southwest States Conference Defined Contribution Fund reported $3M in total assets and 813 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #3,145 in Construction (9,039 peers)
Trustees - Southwest States Conference Defined Contribution Fun multi-year trail
Trustees - Southwest States Conference Defined Contribution Fun's plans moved -18.8% in assets from 2022 to 2024; this filing shows Southwest States Conference Defined Contribution Fund at $3M / 813 participants.
- #3,145
- in Construction (9,039 peers)
- -26.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southwest States Conference Defined Contribution Fund's mid-pack asset rank among Construction and all filers
Southwest States Conference Defined Contribution Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,489,129 36th percentile higher than 36% 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
Southwest States Conference Defined Contribution Fund 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 States Conference Defined Contribution Fund sits mid-pack in the medium band (813 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwest States Conference Defined Contribution Fund reported net income fell from $437K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Southwest States Conference Defined Contribution Fund end-of-year assets fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Southwest States Conference Defined Contribution Fund reported participants fell from 881 in the plan year 2023 filing to 813 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 271555556 · Trustees - Southwest States Conference Defined Contribution Fun PY 2024 · Other
Southwest States Conference Defined Contribution Fund · $3M · 813 · 36th
- PHOTO $3M
- IND 813
- EOY 36th
- 5500 Other
- ASSETS near Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan
- PCT ind #3145
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 Construction retirement plans → · Plans in Louisiana →
Southwest States Conference Defined Contribution Fund in the asset neighbourhood
Trustees - Southwest States Conference Defined Contribution Fun multi-year asset trail
Sponsor-wide plan assets over time
All Trustees - Southwest States Conference Defined Contribution Fun plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 18.84236602158541% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $4M |
| 2023 | 1 | 881 | $5M |
| 2024 | 1 | 813 | $3M |
Trustees - Southwest States Conference Defined Contribution Fun filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 271555556 |
| Plan Effective Date | 2009-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $794M · 3,284
- Tulane University Tax Deferral 403(b) Retirement Plan $607M · 7,673
- Lhc Group 401(k) Plan $541M · 30,378
- Tulane University Staff 403(b) Retirement Plan $313M · 3,135
- Loyola University Retirement Plan $282M · 1,161
Southwest States Conference Defined Contribution Fund's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(b) Retirement Plan in VA ($3M); by covered participants it is University of Saint Joseph 403(b) Retirement Plan in CT (813 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (813 participants); asset peers above are excluded.
- University of Saint Joseph 403(b) Retirement Plan (CT) 813 · 0 off
- Oriana House, Inc. 403(b) Retirement Plan (OH) 812 · 1 off
- Bay Path University 403(b) Retirement Plan (MA) 812 · 1 off
- Charles E. Smith Life Communities 403(b) Plan (MD) 814 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.