401(k) · DOL Form 5500 · 2022

Swanson, Martin & Bell, LLP 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
190
Participants Below avg headcount
91st
Percentile by assets National rank
$384,529
Avg per participant High balance/head
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Official DOL plan name: Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan · Sponsored by Swanson, Martin & Bell, LLP · Illinois · Professional & Technical Services

$73M in assets, 190 participants

Swanson, Martin & Bell, LLP's Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan reported $73M in total assets and 190 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.

  • #19,832 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan covers 190 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $73M.

#19,832
in Professional & Technical Services (21,562 peers)
-21.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$73,060,515 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

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan 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. Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (190 participants).

Plan-year Form 5500 strip

Filing strip 363825975 · Swanson, Martin & Bell, LLP PY 2022 · 401(k)

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan · $73M · 190 · 91st

  • TYPE $73M
  • TYPE 190
  • TYPE 91st
  • TYPE 401(k)
  • TYPE near Bray International, Inc. 401(k) P/S Plan
  • TYPE ind #19832

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 Illinois →

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Bray International, Inc. 401(k) P/S PlanBray International, Inc. 401…$73MTree Top, Inc. Salary Savings PlanTree Top, Inc. Salary Saving…$73MCitrus World, Inc. 401(k) Retirement PlanCitrus World, Inc. 401(k) Re…$73MSwanson, Martin & Bell, LLP 401(k) Profit Sharing PlanSwanson, Martin & Bell, LLP …$73MSlma Retirement Savings Plan$73M
End-of-year total assets ($M) among Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$73M
Net Income-$20M
Employer EIN363825975
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanson, Martin & Bell, LLP)

Sponsor-wide plan assets over time

All Swanson, Martin & Bell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$93M 27.898607065663306% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.1M $93.4M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 190 $73M
2023 1 189 $81M
2024 1 191 $93M

Nearby 401(k) Plans in Illinois

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

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.073060515 · Participants: 190Swanson, Martin & Bell, LLP 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bray International, Inc. 401(k) P/S Plan in TX ($73M); by covered participants it is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan declined sharply - down 21.7% during 2022, from $93M to $73M. Reported net income was -$20M.
How have Swanson, Martin & Bell, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanson, Martin & Bell, LLP's sponsor-wide assets grew 27.9%, from $73M to $93M.
Where does Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan 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 Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bray International, Inc. 401(k) P/S Plan in TX ($73M, 692 participants).
Which 401(k) plans cover a similar participant headcount to Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants, $18M 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 363825975.

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.