Money Purchase · DOL Form 5500 · 2022
Swift and Mccormick Metal Processor Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 11
- Participants
- 34th
- Percentile by assets
- $189,636
- Avg per participant
Official DOL plan name: Standardized Combination Prototype Plan · Sponsored by Swift and Mccormick Metal Processor · Oregon · Manufacturing
$2M in assets, 11 participants
Swift and Mccormick Metal Processor's Standardized Combination Prototype Plan reported $2M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- 34th percentile by assets (of 139,126 plans)
- #3,748 in Manufacturing (20,602 peers)
Swift and Mccormick Metal Processor multi-year trail
Swift and Mccormick Metal Processor's plans moved +33.7% in assets from 2022 to 2024; this filing shows Standardized Combination Prototype Plan at $2M / 11 participants.
- $2M
- total plan assets (2022 EOY)
- 11
- covered participants
- 34th
- percentile by assets (of 139,126 plans)
- $189,636
- avg assets per participant
The plan reported a net loss of $733K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Swift and Mccormick Metal Processor across 3 plan years on file
Across the 3 plan years Swift and Mccormick Metal Processor has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $5M, a gain of 33.7%, while reported participants moved from 22 to 20 (-9.1%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($3M).
Swift and Mccormick Metal Processor multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 22 | $3M |
| 2023 | 2 | 20 | $4M |
| 2024 | 2 | 20 | $5M |
Swift and Mccormick Metal Processor filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$733K |
| Employer EIN | 930595049 |
| Plan Effective Date | 1994-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Standardized Combination Prototype Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
- International Brotherhood of Electrical Workers District No.9 Pension Plan $1.9B · 27,536
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $813M · 1,488
- Cascade Pension Plan $331M · 2,092
- Samaritan Health Services Retirement Plan $245M · 5,816
- Local Union 598 Supplemental Pension Plan $113M · 602
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Standardized Combination Prototype Plan by total assets, not by location.
Frequently Asked Questions
How did Standardized Combination Prototype Plan assets move in 2022? ▼
How have Swift and Mccormick Metal Processor plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Standardized Combination Prototype Plan? ▼
Next read for Standardized Combination Prototype Plan
Multi-year trail
Ways to act on Standardized Combination Prototype Plan's numbers.
- By total assets, Standardized Combination Prototype Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
- Swift and Mccormick Metal Processor's sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Manufacturing plans