401(k) · DOL Form 5500 · 2022

Swe Homes, LP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
51
Participants Small participant base
50th
Percentile by assets National rank
$95,688
Avg per participant Below avg balance/head
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Official DOL plan name: Swe Homes, LP Employees Retirement Plan · Sponsored by Swe Homes, LP · Texas · Real Estate

$5M in assets, 51 participants

Swe Homes, LP's Swe Homes, LP Employees Retirement Plan reported $5M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,448 in Real Estate (5,057 peers)

Swe Homes, LP multi-year trail

Swe Homes, LP's plans moved +23.6% in assets from 2022 to 2024; this filing shows Swe Homes, LP Employees Retirement Plan at $5M / 51 participants.

#3,448
in Real Estate (5,057 peers)
-4.6%
assets change YoY

The plan reported a net loss of $236K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swe Homes, LP Employees Retirement Plan's mid-pack asset rank among Real Estate and all filers

Swe Homes, LP Employees Retirement Plan vs every filed plan by assets

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

$4,880,112 Top 50% higher than 50% 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

Swe Homes, LP Employees Retirement 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. Swe Homes, LP Employees Retirement Plan is a small filing (51 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 431983634 · Swe Homes, LP PY 2022 · 401(k)

Swe Homes, LP Employees Retirement Plan · $5M · 51 · 50th

  • RANK $5M
  • PHOTO 51
  • IND 50th
  • EOY 401(k)
  • 5500 near Frazier Farms 401(k) Plan
  • ASSETS ind #3448

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 Real Estate retirement plans → · Plans in Texas →

Swe Homes, LP Employees Retirement Plan in the asset neighbourhood

Swe Homes, LP Employees Retirement PlanSwe Homes, LP Employees Reti…$5MFrazier Farms 401(k) Plan$5MP3 Health Partners 401(k) PlanP3 Health Partners 401(k) Pl…$5MAequor 401(k) Plan$5MThe Altenheim 401(k) Plan$5M
End-of-year total assets ($M) among Swe Homes, LP Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Swe Homes, LP multi-year asset trail

Sponsor-wide plan assets over time

All Swe Homes, LP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.575360565495217% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.88M $6.03M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 51 $5M
2023 1 50 $6M
2024 1 52 $6M

Swe Homes, LP filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$236K
Employer EIN431983634
Plan Effective Date2003-11-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Swe Homes, LP Employees Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Swe Homes, LP Employees Retirement Plan, Total assets ($B): 0.004880112 · Participants: 51Swe Homes, LP Employees Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Swe Homes, LP Employees Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Swe Homes, LP Employees Retirement Plan side-by-side with 3 peers →

Swe Homes, LP Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Frazier Farms 401(k) Plan in CA ($5M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Swe Homes, LP Employees Retirement Plan assets move in 2022? ▼
Swe Homes, LP Employees Retirement Plan edged down modestly - down 4.6% during 2022, from $5M to $5M. Reported net income was -$236K.
How have Swe Homes, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swe Homes, LP's sponsor-wide assets grew 23.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Swe Homes, LP Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frazier Farms 401(k) Plan in CA ($5M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Swe Homes, LP Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants, $11M 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 431983634.

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.