How big is Southwest Urologic Specialists, PC's plan?

Southwest Urologic Specialists, PC's plan reported $5.9M in assets and 16 participants for 2025.

Original filing (PDF)20260210170133NAL0003124608001

Southwest Urologic Specialists, PC

Name: Southwest Urologic Specialists, PC — Southwest, Form 5500 (2025)
Creator: Southwest Urologic Specialists, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Urologic 401(k) Plan

401(k) retirement plan · Southwest Urologic Specialists, PC's Southwest Urologic 401(k) Plan held $5.9M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Southwest Urologic Specialists, PC's EIN is 86-0999438.

EIN 86-0999438

Plan number 002

Plan year 2025

ACK ID 20260210170133NAL0003124608001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southwest Urologic Specialists, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southwest Urologic Specialists, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 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 (96th percentile).

Plan sponsor

Name

SOUTHWEST UROLOGIC SPECIALISTS, PC

EIN

all filings

Address

6007 E BASELINE RD., STE 105 · MESA, AZ · 85206

Phone

(480) 897-2727

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator