Southwest Material Handling
Plan context: Southwest Material Handling 401K Plan
EIN 33-0349012 • Mira Loma, CA • 45 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
289
2024 Assets
$7,721,927
2024 Contributions
$1,265,163
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 289 | $0 | $0 | - |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 289 | - | - | - |
| 2023 | 1 | 258 | $0 | $0 | - |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 258 | - | - | - |
| 2022 | 2 | 255 | $7,721,927 | $1,265,163 | $4,961iApproximate average salary by contribution assumption: employee only about $124,036 at 4% or $82,690 at 6%; with 50% employer match about $82,690 at 4% or $55,127 at 6%; with 100% employer match about $62,018 at 4% or $41,345 at 6%. |
| Southwest Material Handling 401K Plan | - | 255 | $7,721,927 | $1,265,163 | $4,961iApproximate average salary by contribution assumption: employee only about $124,036 at 4% or $82,690 at 6%; with 50% employer match about $82,690 at 4% or $55,127 at 6%; with 100% employer match about $62,018 at 4% or $41,345 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 222 | - | - | - |
| 2021 | 2 | 204 | $8,926,223 | $980,279 | $4,805iApproximate average salary by contribution assumption: employee only about $120,132 at 4% or $80,088 at 6%; with 50% employer match about $80,088 at 4% or $53,392 at 6%; with 100% employer match about $60,066 at 4% or $40,044 at 6%. |
| Southwest Material Handling 401K Plan | - | 169 | $8,926,223 | $980,279 | $5,800iApproximate average salary by contribution assumption: employee only about $145,012 at 4% or $96,674 at 6%; with 50% employer match about $96,674 at 4% or $64,450 at 6%; with 100% employer match about $72,506 at 4% or $48,337 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 204 | - | - | - |
| 2020 | 2 | 169 | $7,698,086 | $688,579 | $4,074iApproximate average salary by contribution assumption: employee only about $101,861 at 4% or $67,907 at 6%; with 50% employer match about $67,907 at 4% or $45,271 at 6%; with 100% employer match about $50,930 at 4% or $33,954 at 6%. |
| Southwest Material Handling 401K Plan | - | 166 | $7,698,086 | $688,579 | $4,148iApproximate average salary by contribution assumption: employee only about $103,702 at 4% or $69,134 at 6%; with 50% employer match about $69,134 at 4% or $46,090 at 6%; with 100% employer match about $51,851 at 4% or $34,567 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 169 | - | - | - |
| 2019 | 2 | 154 | $6,603,735 | $1,033,971 | $6,714iApproximate average salary by contribution assumption: employee only about $167,852 at 4% or $111,902 at 6%; with 50% employer match about $111,902 at 4% or $74,601 at 6%; with 100% employer match about $83,926 at 4% or $55,951 at 6%. |
| Southwest Material Handling 401K Plan | - | 125 | $6,603,735 | $1,033,971 | $8,272iApproximate average salary by contribution assumption: employee only about $206,794 at 4% or $137,863 at 6%; with 50% employer match about $137,863 at 4% or $91,909 at 6%; with 100% employer match about $103,397 at 4% or $68,931 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 154 | - | - | - |
| 2018 | 2 | 155 | $4,687,081 | $928,641 | $5,991iApproximate average salary by contribution assumption: employee only about $149,781 at 4% or $99,854 at 6%; with 50% employer match about $99,854 at 4% or $66,569 at 6%; with 100% employer match about $74,890 at 4% or $49,927 at 6%. |
| Southwest Material Handling 401K Plan | - | 115 | $4,687,081 | $928,641 | $8,075iApproximate average salary by contribution assumption: employee only about $201,878 at 4% or $134,586 at 6%; with 50% employer match about $134,586 at 4% or $89,724 at 6%; with 100% employer match about $100,939 at 4% or $67,293 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 155 | - | - | - |
| 2017 | 2 | 119 | $4,329,024 | $692,964 | $5,823iApproximate average salary by contribution assumption: employee only about $145,581 at 4% or $97,054 at 6%; with 50% employer match about $97,054 at 4% or $64,703 at 6%; with 100% employer match about $72,790 at 4% or $48,527 at 6%. |
| Southwest Material Handling 401K Plan | - | 104 | $4,329,024 | $692,964 | $6,663iApproximate average salary by contribution assumption: employee only about $166,578 at 4% or $111,052 at 6%; with 50% employer match about $111,052 at 4% or $74,035 at 6%; with 100% employer match about $83,289 at 4% or $55,526 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 119 | - | - | - |
| 2016 | 2 | 106 | $3,137,515 | $507,576 | $4,788iApproximate average salary by contribution assumption: employee only about $119,711 at 4% or $79,808 at 6%; with 50% employer match about $79,808 at 4% or $53,205 at 6%; with 100% employer match about $59,856 at 4% or $39,904 at 6%. |
| Southwest Material Handling 401K Plan | - | 106 | $3,137,515 | $507,576 | $4,788iApproximate average salary by contribution assumption: employee only about $119,711 at 4% or $79,808 at 6%; with 50% employer match about $79,808 at 4% or $53,205 at 6%; with 100% employer match about $59,856 at 4% or $39,904 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 104 | - | - | - |
| 2015 | 2 | 129 | $2,766,003 | $397,000 | $3,078iApproximate average salary by contribution assumption: employee only about $76,938 at 4% or $51,292 at 6%; with 50% employer match about $51,292 at 4% or $34,195 at 6%; with 100% employer match about $38,469 at 4% or $25,646 at 6%. |
| Southwest Material Handling 401K Plan | - | 92 | $2,766,003 | $397,000 | $4,315iApproximate average salary by contribution assumption: employee only about $107,880 at 4% or $71,920 at 6%; with 50% employer match about $71,920 at 4% or $47,947 at 6%; with 100% employer match about $53,940 at 4% or $35,960 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 129 | - | - | - |
| 2014 | 2 | 113 | $2,695,190 | $298,480 | $2,641iApproximate average salary by contribution assumption: employee only about $66,035 at 4% or $44,024 at 6%; with 50% employer match about $44,024 at 4% or $29,349 at 6%; with 100% employer match about $33,018 at 4% or $22,012 at 6%. |
| Southwest Material Handling 401K Plan | - | 89 | $2,695,190 | $298,480 | $3,354iApproximate average salary by contribution assumption: employee only about $83,843 at 4% or $55,895 at 6%; with 50% employer match about $55,895 at 4% or $37,263 at 6%; with 100% employer match about $41,921 at 4% or $27,948 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 113 | - | - | - |
| 2013 | 1 | 88 | $2,432,574 | $296,313 | $3,367iApproximate average salary by contribution assumption: employee only about $84,180 at 4% or $56,120 at 6%; with 50% employer match about $56,120 at 4% or $37,413 at 6%; with 100% employer match about $42,090 at 4% or $28,060 at 6%. |
| Southwest Material Handling 401K Plan | - | 88 | $2,432,574 | $296,313 | $3,367iApproximate average salary by contribution assumption: employee only about $84,180 at 4% or $56,120 at 6%; with 50% employer match about $56,120 at 4% or $37,413 at 6%; with 100% employer match about $42,090 at 4% or $28,060 at 6%. |
| 2012 | 1 | 85 | $2,377,876 | $238,019 | $2,800iApproximate average salary by contribution assumption: employee only about $70,006 at 4% or $46,670 at 6%; with 50% employer match about $46,670 at 4% or $31,114 at 6%; with 100% employer match about $35,003 at 4% or $23,335 at 6%. |
| Southwest Material Handling 401K Plan | - | 85 | $2,377,876 | $238,019 | $2,800iApproximate average salary by contribution assumption: employee only about $70,006 at 4% or $46,670 at 6%; with 50% employer match about $46,670 at 4% or $31,114 at 6%; with 100% employer match about $35,003 at 4% or $23,335 at 6%. |
| 2011 | 2 | 90 | $2,215,403 | $172,335 | $1,915iApproximate average salary by contribution assumption: employee only about $47,871 at 4% or $31,914 at 6%; with 50% employer match about $31,914 at 4% or $21,276 at 6%; with 100% employer match about $23,935 at 4% or $15,957 at 6%. |
| Southwest Material Handling 401K Plan | - | 81 | $2,215,403 | $172,335 | $2,128iApproximate average salary by contribution assumption: employee only about $53,190 at 4% or $35,460 at 6%; with 50% employer match about $35,460 at 4% or $23,640 at 6%; with 100% employer match about $26,595 at 4% or $17,730 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 90 | - | - | - |
| 2010 | 2 | 93 | $2,290,443 | $127,867 | $1,375iApproximate average salary by contribution assumption: employee only about $34,373 at 4% or $22,915 at 6%; with 50% employer match about $22,915 at 4% or $15,277 at 6%; with 100% employer match about $17,186 at 4% or $11,458 at 6%. |
| Southwest Material Handling 401K Plan | - | 85 | $2,290,443 | $127,867 | $1,504iApproximate average salary by contribution assumption: employee only about $37,608 at 4% or $25,072 at 6%; with 50% employer match about $25,072 at 4% or $16,715 at 6%; with 100% employer match about $18,804 at 4% or $12,536 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 93 | - | - | - |
| 2009 | 2 | 109 | $2,244,270 | $188,242 | $1,727iApproximate average salary by contribution assumption: employee only about $43,175 at 4% or $28,783 at 6%; with 50% employer match about $28,783 at 4% or $19,189 at 6%; with 100% employer match about $21,587 at 4% or $14,392 at 6%. |
| Southwest Material Handling 401K Plan | - | 60 | $2,244,270 | $188,242 | $3,137iApproximate average salary by contribution assumption: employee only about $78,434 at 4% or $52,289 at 6%; with 50% employer match about $52,289 at 4% or $34,860 at 6%; with 100% employer match about $39,217 at 4% or $26,145 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 109 | - | - | - |
| 2008 | 2 | 98 | $1,725,042 | $309,544 | $3,159iApproximate average salary by contribution assumption: employee only about $78,965 at 4% or $52,644 at 6%; with 50% employer match about $52,644 at 4% or $35,096 at 6%; with 100% employer match about $39,483 at 4% or $26,322 at 6%. |
| Southwest Material Handling 401K Plan | - | 65 | $1,725,042 | $309,544 | $4,762iApproximate average salary by contribution assumption: employee only about $119,055 at 4% or $79,370 at 6%; with 50% employer match about $79,370 at 4% or $52,914 at 6%; with 100% employer match about $59,528 at 4% or $39,685 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 98 | - | - | - |
| 2007 | 2 | 113 | $2,298,105 | $367,606 | $3,253iApproximate average salary by contribution assumption: employee only about $81,329 at 4% or $54,219 at 6%; with 50% employer match about $54,219 at 4% or $36,146 at 6%; with 100% employer match about $40,664 at 4% or $27,110 at 6%. |
| Southwest Material Handling 401K Plan | - | 58 | $2,298,105 | $367,606 | $6,338iApproximate average salary by contribution assumption: employee only about $158,451 at 4% or $105,634 at 6%; with 50% employer match about $105,634 at 4% or $70,423 at 6%; with 100% employer match about $79,225 at 4% or $52,817 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 113 | - | - | - |
| 2006 | 2 | 112 | $1,929,466 | $528,364 | $4,718iApproximate average salary by contribution assumption: employee only about $117,938 at 4% or $78,626 at 6%; with 50% employer match about $78,626 at 4% or $52,417 at 6%; with 100% employer match about $58,969 at 4% or $39,313 at 6%. |
| Southwest Material Handling 401K Plan | - | 59 | $1,929,466 | $528,364 | $8,955iApproximate average salary by contribution assumption: employee only about $223,883 at 4% or $149,255 at 6%; with 50% employer match about $149,255 at 4% or $99,504 at 6%; with 100% employer match about $111,942 at 4% or $74,628 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 112 | - | - | - |
| 2005 | 2 | 103 | $1,306,241 | $257,527 | $2,500iApproximate average salary by contribution assumption: employee only about $62,507 at 4% or $41,671 at 6%; with 50% employer match about $41,671 at 4% or $27,781 at 6%; with 100% employer match about $31,253 at 4% or $20,836 at 6%. |
| Southwest Material Handling 401K Plan | - | 73 | $1,306,241 | $257,527 | $3,528iApproximate average salary by contribution assumption: employee only about $88,194 at 4% or $58,796 at 6%; with 50% employer match about $58,796 at 4% or $39,197 at 6%; with 100% employer match about $44,097 at 4% or $29,398 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 103 | - | - | - |
| 2004 | 2 | 98 | $1,029,085 | $184,688 | $1,885iApproximate average salary by contribution assumption: employee only about $47,114 at 4% or $31,410 at 6%; with 50% employer match about $31,410 at 4% or $20,940 at 6%; with 100% employer match about $23,557 at 4% or $15,705 at 6%. |
| Southwest Material Handling 401K Plan | - | 70 | $1,029,085 | $184,688 | $2,638iApproximate average salary by contribution assumption: employee only about $65,960 at 4% or $43,973 at 6%; with 50% employer match about $43,973 at 4% or $29,316 at 6%; with 100% employer match about $32,980 at 4% or $21,987 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 98 | - | - | - |
| 2003 | 2 | 108 | $935,368 | $167,548 | $1,551iApproximate average salary by contribution assumption: employee only about $38,784 at 4% or $25,856 at 6%; with 50% employer match about $25,856 at 4% or $17,237 at 6%; with 100% employer match about $19,392 at 4% or $12,928 at 6%. |
| Southwest Material Handling 401K Plan | - | 81 | $935,368 | $167,548 | $2,068iApproximate average salary by contribution assumption: employee only about $51,712 at 4% or $34,475 at 6%; with 50% employer match about $34,475 at 4% or $22,983 at 6%; with 100% employer match about $25,856 at 4% or $17,237 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 108 | - | - | - |
| 2002 | 2 | 151 | $621,702 | $195,988 | $1,298iApproximate average salary by contribution assumption: employee only about $32,448 at 4% or $21,632 at 6%; with 50% employer match about $21,632 at 4% or $14,421 at 6%; with 100% employer match about $16,224 at 4% or $10,816 at 6%. |
| Southwest Material Handling 401K Plan | - | 87 | $621,702 | $195,988 | $2,253iApproximate average salary by contribution assumption: employee only about $56,318 at 4% or $37,546 at 6%; with 50% employer match about $37,546 at 4% or $25,030 at 6%; with 100% employer match about $28,159 at 4% or $18,773 at 6%. |
| Southwest Material Handling Inc. Welfare Benefits Plan | - | 151 | - | - | - |
| 2001 | 1 | 78 | $602,187 | $194,500 | $2,494iApproximate average salary by contribution assumption: employee only about $62,340 at 4% or $41,560 at 6%; with 50% employer match about $41,560 at 4% or $27,707 at 6%; with 100% employer match about $31,170 at 4% or $20,780 at 6%. |
| Southwest Material Handling 401K Plan | - | 78 | $602,187 | $194,500 | $2,494iApproximate average salary by contribution assumption: employee only about $62,340 at 4% or $41,560 at 6%; with 50% employer match about $41,560 at 4% or $27,707 at 6%; with 100% employer match about $31,170 at 4% or $20,780 at 6%. |
| 2000 | 1 | 67 | $565,685 | $193,553 | $2,889iApproximate average salary by contribution assumption: employee only about $72,221 at 4% or $48,148 at 6%; with 50% employer match about $48,148 at 4% or $32,098 at 6%; with 100% employer match about $36,111 at 4% or $24,074 at 6%. |
| Southwest Material Handling 401K Plan | - | 67 | $565,685 | $193,553 | $2,889iApproximate average salary by contribution assumption: employee only about $72,221 at 4% or $48,148 at 6%; with 50% employer match about $48,148 at 4% or $32,098 at 6%; with 100% employer match about $36,111 at 4% or $24,074 at 6%. |
| 1999 | 1 | 57 | $428,680 | $175,206 | $3,074iApproximate average salary by contribution assumption: employee only about $76,845 at 4% or $51,230 at 6%; with 50% employer match about $51,230 at 4% or $34,153 at 6%; with 100% employer match about $38,422 at 4% or $25,615 at 6%. |
| Southwest Material Handling 401K Plan | - | 57 | $428,680 | $175,206 | $3,074iApproximate average salary by contribution assumption: employee only about $76,845 at 4% or $51,230 at 6%; with 50% employer match about $51,230 at 4% or $34,153 at 6%; with 100% employer match about $38,422 at 4% or $25,615 at 6%. |