Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Southwest Service Administrators
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Southwest Service Administrators is named as a service provider on the Schedule C of 25 retirement plans with 100 or more participants for plan year 2024, covering 133,283 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $3.4M. Per plan, the median was $33.82 per participant, with the middle half of plans between $24.24 and $61.09. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Arizona (10), New Mexico (7) and Texas (5).
In 2013 it appeared on 6 such filings; in 2024, 25. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $24.24 | $33.82 | $61.09 |
| Compensation as a share of plan net assets | 0.08% | 0.10% | 0.23% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Desert States Employers & UFCW Unions Pension Plan | Board of Trustees, Desert States Employers & UFCW | AZ | 55,607 | $1.04B | $912K |
| Retail Food Employers & UFCW Local 711 Pension | Board of Trustees Retail Food Employers & UFCW Local 711 Pension | UT | 23,475 | $366M | $765K |
| Operating Engineers Local 428 Annuity Trust Fund | Operating Engineers Local 428 Annuity Trust Fund | AZ | 8,185 | $313M | $61K |
| Food & Beverage Workers Union Local 23 & Employers Pension Plan | The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P | AZ | 6,379 | $49.9M | $85K |
| U.A. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas | U.A. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of T | TX | 5,316 | $37.5M | $109K |
| IBEW Local Union No. 520 Annuity Plan | Board of Trustees of IBEW Local Union No. 520 Annuity Trust Fund | NM | 4,683 | $138M | $111K |
| IBEW Local No. 60 Pension | IBEW Local No. 60 Pension Plan Trust Fund | NM | 3,607 | $97.0M | $93K |
| Plumbers & Pipefitters Lu 286 Money Purchase Plan | Plumbers & Pipefitters Lu 286 Money Purchase Plan | NM | 3,606 | $197M | $96K |
| Butcher and Provision Workers Pension Fund of Southern California | Board of Trustees, Butcher and Provision Workers | AZ | 2,703 | −$13.6M | $108K |
| New Mexico Electricians Retirement Benefit Fund | New Mexico Electricians Retirement Benefit Fund | NM | 2,603 | $239M | $88K |
| South Florida Electrical Workers Pension Plan | Trustees of South Florida Electrical Workers Pension Plan | AZ | 2,348 | $148M | $143K |
| U.A.P.P. Local Union NO.142 Pension Plan | Joint Board of Trustees of U.A.A.P. 142 Pension Plan | TX | 2,027 | $164M | $127K |
| Arizona Sheet Metal Pension Trust Fund | Board of Trustees Arizona Sheet Metal Pension Trust Fund | AZ | 1,698 | $124M | $95K |
| Utah Sheet Metal Pension Trust | Utah Sheet Metal Pension Trust | UT | 1,685 | $275M | $59K |
| IBEW Local Nos 570 & 518 and Southern Az Chapt Neca Pension Plan | B of T IBEW Local Nos 570 & 518 and Southern Az Chap Neca Pension Plan | AZ | 1,529 | $119M | $80K |
| IBEW Local Nos 570 & 518 and Southern Az Chap Neca Annuity | B of T IBEW Local Nos 570 & 518 and Southern Az Chap Neca Annuity Plan | AZ | 1,470 | $42.3M | $36K |
| Neca IBEW Local Union No 584 Profit Sharing Plan | Board of Trustees of Neca-Ibew Lu 584 Profit Sharing Plan | TX | 1,286 | $33.4M | $30K |
| SM Workers Local 49 Defined Contribution Pension Plan | Board of Trustees SM Workers Local 49 Defined Contribution Plan | NM | 997 | $24.5M | $30K |
| Neca-Ibew Local 584 Pension Plan | Neca-Ibew Local 584 Pension Plan | TX | 852 | $42.3M | $66K |
| Phoenix Painters' Pension Trust Fund | Phoenix Painters' Pension Trust Fund | AZ | 824 | $31.0M | $76K |
| U.A.P.P. Local Union NO.142 Profit Sharing Plan | U.A.P.P. Local Union No. 142 Profit Sharing Plan | TX | 754 | $8.7M | $19K |
| Arizona Bricklayers Pension Trust Fund | Board of Trustees - Arizona Bricklayers Pension Trust Fund | AZ | 649 | $33.6M | $86K |
| Utah Bakers Pension Trust Fund | Trustees of the Utah Bakers Pension Trust Fund | UT | 487 | $9.3M | $29K |
| NM State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund | NM State Conference of the Masons' Pension Trust Fund | NM | 327 | $13.4M | $44K |
| Colorado Cement Masons Pension Trust Fund | Board of Trustees - Colorado Cement Masons Pension Trust Fund | NM | 186 | $6.9M | $30K |
All plans that name this provider, A to Z
All plans that name Southwest Service Administrators: 25 plans. The A to Z list names every plan page that shows this provider in the Schedule C table of the latest filing.
Questions and answers
How many plans does Southwest Service Administrators serve?
25 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Southwest Service Administrators?
The median plan reported $33.82 per participant in direct and indirect compensation (25 plans reporting an amount), or 0.10% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (16 plans), Plan Administrator (9 plans), Recordkeeping and information management (5 plans) and Participant communication (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Sep 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Sep 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.