How big is Southwest Heart, P.C.'s plan?

Southwest Heart, P.C.'s plan reported $656K in assets and 19 participants for 2024.

Original filing (PDF)20251016011024NAL0002976899001

Southwest Heart, P.C.

Name: Southwest Heart, P.C. — Southwest Heart, P.C. 401(k), Form 5500 (2024)
Creator: Southwest Heart, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Heart, P.C. 401(k) Plan

401(k) retirement plan · Southwest Heart, P.C.'s Southwest Heart, P.C. 401(k) Plan held $656K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

Plan identifiers

Southwest Heart, P.C.'s EIN is 20-2605363.

EIN 20-2605363

Plan number 001

Plan year 2024

ACK ID 20251016011024NAL0002976899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Heart, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Heart, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST HEART, P.C..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SOUTHWEST HEART, P.C.

EIN

all filings

Address

2550 SAMARITAN DR. SUITE 121 · LAS CRUCES, NM · 88001

Phone

(505) 522-7247

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator