How big is Southwest Assets Management Corporation's plan?

Southwest Assets Management Corporation's plan reported $704K in assets and 14 participants for 2024.

Original filing (PDF)20251015145343NAL0006494704001

Southwest Assets Management Corporation

Name: Southwest Assets Management Corporation — Form 5500 Plan 001 (2024)
Creator: Southwest Assets Management Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Assets Management Corporation Defined Benefit Pension Plan

Defined-benefit pension plan · Southwest Assets Management Corporation's Southwest Assets Management Corporation Defined Benefit Pension Plan held $704K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$704K

Net assets (EOY)

$704K

Plan identifiers

Southwest Assets Management Corporation's EIN is 33-0930103.

EIN 33-0930103

Plan number 001

Plan year 2024

ACK ID 20251015145343NAL0006494704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Assets Management Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Assets Management Corporation's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score