401(k) · DOL Form 5500 · 2022

Swanson Group, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
774
Participants Near avg headcount
88th
Percentile by assets National rank
$64,236
Avg per participant Low balance/head
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Official DOL plan name: Swanson Group, Inc. and Affiliated Companies Employee Savings Plan · Sponsored by Swanson Group, Inc. · Oregon · Manufacturing

$50M in assets, 774 participants

Swanson Group, Inc.'s Swanson Group, Inc. and Affiliated Companies Employee Savings Plan reported $50M in total assets and 774 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #16,956 in Manufacturing (20,602 peers)

Where Swanson Group, Inc. and Affiliated Companies Employee Savings Plan sits by assets

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan sits in the top quartile of all filed plans by assets, $50M for 774 participants (~$64,236/participant), down 16.5% in 2022.

#16,956
in Manufacturing (20,602 peers)
-16.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan's outsized position by total assets

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan vs every filed plan by assets

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

$49,718,293 Top 12% higher than 88% 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 Group, Inc. and Affiliated Companies Employee Savings 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 Group, Inc. and Affiliated Companies Employee Savings Plan sits mid-pack in the medium band (774 participants).

EBSA filing schedule strip

Filing strip 930475444 · Swanson Group, Inc. PY 2022 · 401(k)

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan · $50M · 774 · 88th

  • EOY $50M
  • 5500 774
  • ASSETS 88th
  • PCT 401(k)
  • EIN near Mcginnis Lochridge LLP Savings Plus Plan
  • RANK ind #16956

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 Manufacturing retirement plans → · Plans in Oregon →

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan in the asset neighbourhood

Exeter Finance LLC 401(k) Profit Sharing PlanExeter Finance LLC 401(k) Pr…$50MSwanson Group, Inc. and Affiliated Companies Employee Savings PlanSwanson Group, Inc. and Affi…$50MMcginnis Lochridge LLP Savings Plus PlanMcginnis Lochridge LLP Savin…$50MAmp 401(k) Plan$50MMerchants Automotive Group, LLC 401(k) PlanMerchants Automotive Group, …$50M
End-of-year total assets ($M) among Swanson Group, Inc. and Affiliated Companies Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$50M
Net Income-$10M
Employer EIN930475444
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanson Group, Inc.)

Sponsor-wide plan assets over time

All Swanson Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 29.550521776763333% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $49.7M $64.4M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 774 $50M
2023 1 755 $61M
2024 1 741 $64M

Nearby 401(k) Plans in Oregon

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

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Swanson Group, Inc. and Affiliated Companies Employee Savings Plan, Total assets ($B): 0.049718293 · Participants: 774Swanson Group, Inc. and Affiliated Companies Employee Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Swanson Group, Inc. and Affiliated Companies Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Swanson Group, Inc. and Affiliated Companies Employee Savings Plan side-by-side with 3 peers →

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Mcginnis Lochridge LLP Savings Plus Plan in TX ($50M); by covered participants it is Wencor Group, LLC 401(k) Plan in GA (774 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (774 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 Group, Inc. and Affiliated Companies Employee Savings Plan assets move in 2022? ▼
Swanson Group, Inc. and Affiliated Companies Employee Savings Plan declined sharply - down 16.5% during 2022, from $60M to $50M. Reported net income was -$10M.
How have Swanson Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanson Group, Inc.'s sponsor-wide assets grew 29.6%, from $50M to $64M.
Where does Swanson Group, Inc. and Affiliated Companies Employee Savings Plan rank by assets among Form 5500 filers? ▼
Swanson Group, Inc. and Affiliated Companies Employee Savings Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Swanson Group, Inc. and Affiliated Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcginnis Lochridge LLP Savings Plus Plan in TX ($50M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Swanson Group, Inc. and Affiliated Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wencor Group, LLC 401(k) Plan in GA (774 participants, $42M 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 930475444.

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.