Southwest Heritage Bank: final filing for its Other defined contribution plan, 101 participants (Scottsdale, AZ)
Southwest Heritage Bank (Scottsdale, Arizona): final filing for its Other defined contribution plan, 101 participants (Scottsdale, AZ). Its participants of 101 is below the median of 294 (6th percentile). Dated 20 days ago, it is in the active follow-up window. Score 80/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 101 · 6th percentile of 126,658 BenefitPlanPulse records · 0.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related AZ BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | Southwest Heritage Bank |
| EIN | 850142558 |
| Plan | Southwest Heritage Bank Employee Stock Ownership Plan |
| Plan type | Other defined contribution |
| Trigger | Final filing (plan terminating or merging) |
| Participants | 101 |
| Industry | Finance and insurance |
| Location | Scottsdale, AZ |
| Plan effective | 2000-01-01 |
| Plan year | 2025 |
| Filed | 2026-10-16 |
| participants percentile | 6th of 126,658 (median 294, 0.3x median) |
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CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-10-16
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
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Peer benchmark and outreach value: Southwest Heritage Bank and 2,014 Arizona peers
- Arizona BenefitPlanPulse records like this one: 2,014
- Southwest Heritage Bank's participants: 6th percentile of 126,658 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every Arizona peer: $402,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
80 / 100 Score
- Filed in the last 30 days.
- Final filing: plan ending or merging.
- 101 participants.
What is the BenefitPlanPulse record for Southwest Heritage Bank in Scottsdale, Arizona?
Southwest Heritage Bank filed a Form 5500 for its Other defined contribution plan (final filing (plan terminating or merging)) with 101 participants on 2026-10-16.
How does Southwest Heritage Bank compare to other Arizona BenefitPlanPulse records?
Its participants of 101 is below the median (6th percentile); smaller records often move faster and face less competition. It is 20 days old, still within a typical 45-day follow-up window. Its Score of 80/100 puts it among the stronger signals in this feed.
Southwest Heritage Bank vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Southwest Heritage Bank | Scottsdale, AZ | 101 | 6th | 2026-10-16 |
| Blackwater Management LLC | Cincinnati, OH | 101 | 6th | 2026-10-23 |
| Smart Motors, INC. | Madison, WI | 127 | 14th | 2026-10-20 |
| Quantum Mechanical Services, INC. | Fort Worth, TX | 141 | 19th | 2026-10-22 |
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From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.