401(k) · DOL Form 5500 · 2022

Swan & Legend Management Services Company, LLC 401(k) Plan

Data updated 2026-08-25

$832K
Total assets Small plan by assets
26
Participants Small participant base
23rd
Percentile by assets National rank
$31,987
Avg per participant Low balance/head
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Official DOL plan name: Swan and Legend 401(k) Plan · Sponsored by Swan & Legend Management Services Company, LLC · Virginia · Professional & Technical Services

$832K in assets, 26 participants

Swan & Legend Management Services Company, LLC's Swan and Legend 401(k) Plan reported $832K in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,159 in Professional & Technical Services (21,562 peers)

Swan & Legend Management Services Company, LLC multi-year trail

Swan & Legend Management Services Company, LLC's plans moved +222.2% in assets from 2022 to 2024; this filing shows Swan and Legend 401(k) Plan at $832K / 26 participants.

#4,159
in Professional & Technical Services (21,562 peers)
+27.1%
assets growth YoY

Swan and Legend 401(k) Plan among the smaller filed plans by assets

Swan and Legend 401(k) Plan vs every filed plan by assets

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

$831,663 23rd percentile higher than 23% 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

Swan and Legend 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swan and Legend 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 473196657 · Swan & Legend Management Services Company, LLC PY 2022 · 401(k)

Swan and Legend 401(k) Plan · $832K · 26 · 23rd

  • PCT $832K
  • EIN 26
  • RANK 23rd
  • PHOTO 401(k)
  • IND near Sierra Foothills Construction Company 401(k) Profit Sharing Plan
  • EOY ind #4159

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 Virginia →

Swan and Legend 401(k) Plan in the asset neighbourhood

Swan and Legend 401(k) Plan$832KSierra Foothills Construction Company 401(k) Profit Sharing PlanSierra Foothills Constructio…$832KSanders Candy Factory, Inc. 401(k) PlanSanders Candy Factory, Inc. …$832KMulberry Street Management Services, Inc. 401(k) Profit Sharing PlanMulberry Street Management S…$832KPreston Actuarial Services, Inc. 401(k) PlanPreston Actuarial Services, …$832K
End-of-year total assets ($M) among Swan and Legend 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Swan & Legend Management Services Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Swan & Legend Management Services Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 222.16799352622397% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.83M $2.68M ▲ +222.9%
Year Plans Participants Total Assets
2022 1 26 $832K
2023 1 21 $2M
2024 1 23 $3M

Swan & Legend Management Services Company, LLC filing trail (2022)

Total Assets (Beginning of Year)$654K
Net Assets (End of Year)$832K
Net Income$177K
Employer EIN473196657
Plan Effective Date2020-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Swan and Legend 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Swan and Legend 401(k) Plan, Total assets ($B): 0.000831663 · Participants: 26Swan and Legend 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Swan and Legend 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Swan and Legend 401(k) Plan side-by-side with 3 peers →

Swan and Legend 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Sierra Foothills Construction Company 401(k) Profit Sharing Plan in CA ($832K); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Swan and Legend 401(k) Plan assets move in 2022? ▼
Swan and Legend 401(k) Plan grew sharply - up 27.1% during 2022, from $654K to $832K. Reported net income was $177K.
How have Swan & Legend Management Services Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swan & Legend Management Services Company, LLC's sponsor-wide assets grew 222.2%, from $832K to $3M.
Where does Swan and Legend 401(k) Plan rank by assets among Form 5500 filers? ▼
Swan and Legend 401(k) Plan ranks in the 23rd 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 Swan and Legend 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sierra Foothills Construction Company 401(k) Profit Sharing Plan in CA ($832K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Swan and Legend 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 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 473196657.

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.