401(k) · DOL Form 5500 · 2022

Earl Swensson Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
168
Participants Small participant base
91st
Percentile by assets National rank
$423,877
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Earl Swensson Associates, Inc. Savings & · Sponsored by Earl Swensson Associates, Inc. · Tennessee · Professional & Technical Services

$71M in assets, 168 participants

Earl Swensson Associates, Inc.'s Earl Swensson Associates, Inc. Savings & reported $71M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,796 in Professional & Technical Services (21,562 peers)

Coverage in Tennessee

Earl Swensson Associates, Inc. Savings & covers 168 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $71M.

#19,796
in Professional & Technical Services (21,562 peers)
-16.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Earl Swensson Associates, Inc. Savings &'s outsized position by total assets

Earl Swensson Associates, Inc. Savings & vs every filed plan by assets

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

$71,211,360 Top 9% higher than 91% 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

Earl Swensson Associates, Inc. Savings & among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Earl Swensson Associates, Inc. Savings & sits mid-pack in the medium band (168 participants).

DOL schedule card

Filing strip 620897652 · Earl Swensson Associates, Inc. PY 2022 · 401(k)

Earl Swensson Associates, Inc. Savings & · $71M · 168 · 91st

  • ASSETS $71M
  • PCT 168
  • EIN 91st
  • RANK 401(k)
  • PHOTO near J.H. Findorff & Son Inc. Employee Retirement Plan
  • IND ind #19796

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 Tennessee →

Earl Swensson Associates, Inc. Savings & in the asset neighbourhood

Miltenyi Biotec North America, Inc. 401(k) Profit Sharing PlanMiltenyi Biotec North Americ…$71MRice Lake Weighing Systems Employees Profit Sharing Plus PlanRice Lake Weighing Systems E…$71MEarl Swensson Associates, Inc. Savings &Earl Swensson Associates, In…$71MJ.H. Findorff & Son Inc. Employee Retirement PlanJ.H. Findorff & Son Inc. Emp…$71MAmmega 401(k) Plan$71M
End-of-year total assets ($M) among Earl Swensson Associates, Inc. Savings & and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$71M
Net Income-$15M
Employer EIN620897652
Plan Effective Date1967-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Earl Swensson Associates, Inc.)

Sponsor-wide plan assets over time

All Earl Swensson Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 23.484682780949555% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $71.2M $87.9M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 168 $71M
2023 1 184 $76M
2024 1 192 $88M

Nearby 401(k) Plans in Tennessee

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

Earl Swensson Associates, Inc. Savings & vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Earl Swensson Associates, Inc. Savings &, Total assets ($B): 0.07121136 · Participants: 168Earl Swensson Associates, Inc. Savings &Fedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Earl Swensson Associates, Inc. Savings & vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Earl Swensson Associates, Inc. Savings & side-by-side with 3 peers →

Earl Swensson Associates, Inc. Savings &'s out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is J.H. Findorff & Son Inc. Employee Retirement Plan in WI ($71M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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.

Frequently Asked Questions

How did Earl Swensson Associates, Inc. Savings & assets move in 2022? ▼
Earl Swensson Associates, Inc. Savings & declined sharply - down 16.9% during 2022, from $86M to $71M. Reported net income was -$15M.
How have Earl Swensson Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Earl Swensson Associates, Inc.'s sponsor-wide assets grew 23.5%, from $71M to $88M.
Where does Earl Swensson Associates, Inc. Savings & rank by assets among Form 5500 filers? ▼
Earl Swensson Associates, Inc. Savings & ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Earl Swensson Associates, Inc. Savings &? ▼
Among 401(k) plans in other states, the closest by assets is J.H. Findorff & Son Inc. Employee Retirement Plan in WI ($71M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Earl Swensson Associates, Inc. Savings &? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, 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 620897652.

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.