401(k) · DOL Form 5500 · 2022

Adam J. Swarsen 401(k) Plan

Data updated 2026-08-25

$97K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$96,686
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Adam J. Swarsen Ind K Plan · Sponsored by Adam J. Swarsen · New York · Professional & Technical Services

$97K in assets, 1 participants

Adam J. Swarsen's Adam J. Swarsen Ind K Plan reported $97K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #1,145 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Adam J. Swarsen Ind K Plan holds $97K for 1 participant - about $96,686 per participant, among the smaller plans by assets on file.

#1,145
in Professional & Technical Services (21,562 peers)
+0.0%
assets growth YoY

Adam J. Swarsen Ind K Plan among the smaller filed plans by assets

Adam J. Swarsen Ind K Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$96,686 6th percentile higher than 6% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Adam J. Swarsen Ind K Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adam J. Swarsen Ind K Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 843712545 · Adam J. Swarsen PY 2022 · 401(k)

Adam J. Swarsen Ind K Plan · $97K · 1 · 6th

  • EOY $97K
  • EOY 1
  • EOY 6th
  • EOY 401(k)
  • EOY near Villanova Ventures 401(k)
  • EOY ind #1145

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 Professional & Technical Services retirement plans → · Plans in New York →

Adam J. Swarsen Ind K Plan in the asset neighbourhood

Adam J. Swarsen Ind K Plan$97KVillanova Ventures 401(k)$97KDrummond Construction, Inc. Profit Sharing PlanDrummond Construction, Inc. …$97KNubeco Retirement Plan$97KEnriquez Family Affiliation, Inc. 401(k) Profit Sharing PlanEnriquez Family Affiliation,…$97K
End-of-year total assets ($M) among Adam J. Swarsen Ind K Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$97K
Net Assets (End of Year)$97K
Employer EIN843712545
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adam J. Swarsen)

Sponsor-wide plan assets over time

All Adam J. Swarsen plans reported in each filing year

Latest sponsor-wide plan assets
$105K 8.448999855201373% vs 2022
2023 filing year
$0.1M 20222023 $0.1M $0.1M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $97K
2023 1 1 $105K

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Adam J. Swarsen Ind K Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Adam J. Swarsen Ind K Plan, Total assets ($B): 0.000096686 · Participants: 1Adam J. Swarsen Ind K PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Adam J. Swarsen Ind K Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Adam J. Swarsen Ind K Plan side-by-side with 3 peers →

Adam J. Swarsen Ind K Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Villanova Ventures 401(k) in PA ($97K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Adam J. Swarsen Ind K Plan assets move in 2022? ▼
Adam J. Swarsen Ind K Plan held essentially flat - up 0.0% during 2022, from $97K to $97K.
How have Adam J. Swarsen plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Adam J. Swarsen's sponsor-wide assets grew 8.4%, from $97K to $105K.
Where does Adam J. Swarsen Ind K Plan rank by assets among Form 5500 filers? ▼
Adam J. Swarsen Ind K Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Adam J. Swarsen Ind K Plan? ▼
Among 401(k) plans in other states, the closest by assets is Villanova Ventures 401(k) in PA ($97K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Adam J. Swarsen Ind K Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843712545.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.