Benchmarking Southwest Electric Co. Corporate 401(K) Plan in Oklahoma City, OK against all plans
Southwest Electric Co. Corporate 401(K) Plan in Oklahoma City, OK has the 4th-highest yield on beginning-of-plan-year total assets (-13.00%) among the 73 plans in Oklahoma City, OK. That -13.00% compares to an average of -16.65% across those 73 plans.
Beating the average of -16.65% means an extra $425,572 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year
Southwest Electric Co. Corporate 401(K) Plan has these standings among those 73 peer plans:
Beating the average of -16.65% means an extra $425,572 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year
Southwest Electric Co. Corporate 401(K) Plan has these standings among those 73 peer plans:
- yield on beginning-of-plan-year total assets = -13.00% (4th-highest)
- net earnings on investments = -$1,515,881 (11th-lowest)
- total assets at beginning of plan year = $11,659,048 (3rd-most)
- asset transfers to the plan = $0
- asset transfers from the plan = $0
- cash contributions from participants = $965,290
- cash contributions from employers = $145,016
- total contributions = $1,117,706
Visualize
Peers
beat out by Fox Building Supply, Inc. 401(K) Plan in Oklahoma City, OK (-7.41%), Weldon Parts, Inc. 401(K) Retirement Plan in Oklahoma City, OK (-9.38%), and Louis V. Lepak Trucking Co., Inc. 401k Savings in Oklahoma City, OK (-11.92%).
beat Rudy Construction Co. 401(K) Plan in Oklahoma City, OK (-13.33%), Allen Contracting, Inc. 401k Retirement Plan in Oklahoma City, OK (-13.36%), Keybridge Technologies 401(K) Plan in Oklahoma City, OK (-13.69%), and Bob Mills Furniture Co. LLC 401(K) PSP in Oklahoma City, OK (-14.52%), and others, ending with Midwest Hose & Specialty Inc. 401k Plan in Oklahoma City, OK (-23.22%).
beat Rudy Construction Co. 401(K) Plan in Oklahoma City, OK (-13.33%), Allen Contracting, Inc. 401k Retirement Plan in Oklahoma City, OK (-13.36%), Keybridge Technologies 401(K) Plan in Oklahoma City, OK (-13.69%), and Bob Mills Furniture Co. LLC 401(K) PSP in Oklahoma City, OK (-14.52%), and others, ending with Midwest Hose & Specialty Inc. 401k Plan in Oklahoma City, OK (-23.22%).
References
- in city. Values were kept only if they occurred at least 20 times. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.