SW General, Inc., DBA Southwest Ambulance retirement plan: assets, participants and fees
What SW General, Inc., DBA Southwest Ambulance's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 86 pension plans in health care and social assistance with 500 to 999 participants.
| SW General, Inc., DBA Southwest Ambulance: employer contribution per participant | $2,851 | |
| Peer median | $1,667 |
| SW General, Inc., DBA Southwest Ambulance: average balance | $43,199 | |
| Peer median | $57,815 |
| SW General, Inc., DBA Southwest Ambulance: admin expenses ÷ assets | 2.14% | |
| Peer median | 0.87% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $35.3M at the end of plan year 2021 to $24.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 558 | $24.1M | $1.6M | $2,851 | 2.14% | Not published | Form 5500 ↗ |
| 2023 | 568 | $23.4M | — | — | 2.90% | Not published | Form 5500 ↗ |
| 2022 | 698 | $25.1M | — | — | 2.21% | Not published | Form 5500 ↗ |
| 2021 | 700 | $35.3M | $90K | $129 | 2.03% | Not published | Form 5500 ↗ |
Common questions
Does SW General, Inc., DBA Southwest Ambulance match 401(k) contributions?
The match terms for the Southwest Ambulance Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $2,851 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SW General, Inc., DBA Southwest Ambulance 401(k) match vested?
The vesting schedule for the Southwest Ambulance Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SW General, Inc., DBA Southwest Ambulance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is SW General, Inc., DBA Southwest Ambulance.
I left SW General, Inc., DBA Southwest Ambulance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (SW General, Inc., DBA Southwest Ambulance, (303) 495-1310) or the recordkeeper, Principal Life Insurance Company. The SW General, Inc., DBA Southwest Ambulance old 401(k) page lists the contacts from every plan filing. Find an old SW General, Inc., DBA Southwest Ambulance 401(k)
Data from the public Form 5500 annual reports SW General, Inc., DBA Southwest Ambulance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with SW General, Inc., DBA Southwest Ambulance. Not financial advice. Report a correction · Methodology