Other · DOL Form 5500 · 2024
Economic Security Corporation of Southwest Area Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 311
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $23,985
- Avg per participant Low balance/head
Official DOL plan name: Economic Security Corporation of Southwest Area 403(b) Plan · Sponsored by Economic Security Corporation of Southwest Area · Missouri · Healthcare & Social Assistance
$7M in assets, 311 participants
Economic Security Corporation of Southwest Area's Economic Security Corporation of Southwest Area 403(b) Plan reported $7M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,190 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Economic Security Corporation of Southwest Area 403(b) Plan covers 311 participants in Missouri, about 42% of the average Missouri filer (state average ~737 per filing). Assets: $7M.
- #9,190
- in Healthcare & Social Assistance (16,916 peers)
- +13.5%
- assets growth YoY
Economic Security Corporation of Southwest Area 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Economic Security Corporation of Southwest Area 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,459,352 Top 50% higher than 50% 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
Economic Security Corporation of Southwest Area 403(b) 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. Economic Security Corporation of Southwest Area 403(b) Plan sits mid-pack in the medium band (311 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Economic Security Corporation of Southwest Area 403(b) Plan reported participants fell from 393 in the plan year 2023 filing to 311 in the plan year 2024 filing.
- Economic Security Corporation of Southwest Area 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Economic Security Corporation of Southwest Area 403(b) Plan reported net income rose from $841K in the plan year 2023 filing to $890K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 430834199 · Economic Security Corporation of Southwest Area PY 2024 · Other
Economic Security Corporation of Southwest Area 403(b) Plan · $7M · 311 · 50th
- RANK $7M
- RANK 311
- RANK 50th
- RANK Other
- RANK near Real Services, Inc. 403(b) Plan
- RANK ind #9190
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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →
Economic Security Corporation of Southwest Area 403(b) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $890K |
| Employer EIN | 430834199 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Economic Security Corporation of Southwest Area)
Sponsor-wide plan assets over time
All Economic Security Corporation of Southwest Area plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 30.223252770626903% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $6M |
| 2023 | 1 | 393 | $7M |
| 2024 | 1 | 311 | $7M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
Economic Security Corporation of Southwest Area 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Real Services, Inc. 403(b) Plan in IN ($7M); by covered participants it is Virginia Union University Defined Contribution Retirement Plan in VA (311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (311 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.