SOUTHWEST SERVICE ADMINISTRATORS
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served30-2 YoYRank #506 of mapped providers
Assets under administration$3.7B0.0%Market share · rank #2198
Fees received$4MMedian $82,663/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SOUTHWEST SERVICE ADMINISTRATORS plan look like?
Service mix · median fees per plan
Count of plans where SOUTHWEST SERVICE ADMINISTRATORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Other feesCode 13 | 22 | $82,663 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Plan AdministratorCode 14 | 7 | $93,120 | |
Plan Administrator; Claims processingCode 12 | 1 | $58,408 |
Competitor overlap
Percent of SOUTHWEST SERVICE ADMINISTRATORS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SOUTHWEST SERVICE ADMINISTRATORS.
| Sponsor | From | Assets |
|---|---|---|
THE BOARD OF TRUSTEES OF THE FOOD & BEVERAGE WORKERS UNION 23 & EMP. PAZ · 521806724-001 | WITHUMSMITH+BROWN, PC | $50M |
Plans lost in 2024
Appeared last year under SOUTHWEST SERVICE ADMINISTRATORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUNDOK · 731153085-003 | ROYLE VAZQUEZ LLP | $83M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCWAZ · 846277982-001 | $1.0B | 55,607 | $911,802 | 10y | - |
BOARD OF TRUSTEES RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSIONUT · 516031512-001 | $367M | 23,475 | $765,288 | 8y | - |
OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUNDAZ · 866025732-002 | $313M | 8,185 | $61,301 | 2y | - |
UTAH SHEET METAL PENSION TRUSTUT · 876156446-001 | $249M | 1,602 | $58,408 | 5y | - |
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUNDNM · 516105542-001 | $239M | 2,603 | $88,027 | 10y | - |
PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE PLANNM · 742748987-002 | $197M | 3,606 | $95,651 | 7y | 1 |
JOINT BOARD OF TRUSTEES OF U.A.A.P. 142 PENSION PLANTX · 746181280-001 | $164M | 2,027 | $127,259 | 7y | - |
TRUSTEES OF SOUTH FLORIDA ELECTRICAL WORKERS PENSION PLANAZ · 596230530-001 | $148M | 2,348 | $143,438 | 10y | - |
BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 520 ANNUITY TRUST FUNDNM · 752072597-001 | $138M | 4,683 | $110,945 | 6y | - |
BOARD OF TRUSTEES ARIZONA SHEET METAL PENSION TRUST FUNDAZ · 866069718-001 | $124M | 1,698 | $94,974 | 10y | - |
Flag exposure
93.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into SOUTHWEST SERVICE ADMINISTRATORS.
- SOUTHWEST SERVICE
- SOUTHWEST SERVICE ADMIN INC
- SOUTHWEST SERVICE ADMIN, INC
- SOUTHWEST SERVICE ADMIN, INC.
- SOUTHWEST SERVICE ADMINISTRATOR
- SOUTHWEST SERVICE ADMINISTRATORS
- SOUTHWEST SERVICE ADMINISTRATORS IN
- SOUTHWEST SERVICE ADMINISTRATORS, I
- SOUTHWEST SERVICE ADMINISTRATOS
- SOUTHWEST SERVICE ADMINSTRATORS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SOUTHWEST SERVICE ADMINISTRATORS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 3.33% | 1.71% | +1.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SOUTHWEST SERVICE ADMINISTRATORS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).