Profit Sharing · DOL Form 5500 · 2022
Sws Associates Inc Profit Sharing Plan
Data updated 2026-08-25
- $693K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $346,330
- Avg per participant High balance/head
Official DOL plan name: Sws Associates Inc Profit Sharing Plan & Trust · Sponsored by Sws Associates Inc · Texas · Wholesale Trade
$693K in assets, 2 participants
Sws Associates Inc's Sws Associates Inc Profit Sharing Plan & Trust reported $693K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #761 in Wholesale Trade (6,843 peers)
Sws Associates Inc multi-year trail
Sws Associates Inc's plans moved -78.4% in assets from 2022 to 2024; this filing shows Sws Associates Inc Profit Sharing Plan & Trust at $693K / 2 participants.
- #761
- in Wholesale Trade (6,843 peers)
- -20.6%
- assets change YoY
The plan reported a net loss of $180K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sws Associates Inc Profit Sharing Plan & Trust among the smaller filed plans by assets
Sws Associates Inc Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$692,660 21st percentile higher than 21% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sws Associates Inc Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sws Associates Inc Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 741973977 · Sws Associates Inc PY 2022 · Profit Sharing
Sws Associates Inc Profit Sharing Plan & Trust · $693K · 2 · 21st
- PCT $693K
- PCT 2
- PCT 21st
- PCT Profit Sharing
- PCT near Pickwick Paper Products Profit Sharing Plan
- PCT ind #761
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Texas →
Sws Associates Inc Profit Sharing Plan & Trust in the asset neighbourhood
Sws Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All Sws Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $150K 78.41018681604251% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $693K |
| 2023 | 1 | 2 | $840K |
| 2024 | 1 | 2 | $150K |
Sws Associates Inc filing trail (2022)
| Total Assets (Beginning of Year) | $873K |
|---|---|
| Net Assets (End of Year) | $693K |
| Net Income | -$180K |
| Employer EIN | 741973977 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Sws Associates Inc Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Pickwick Paper Products Profit Sharing Plan in CA ($693K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($693K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.