Money Purchase · DOL Form 5500 · 2022

Swank Enterprises Inc Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
198
Participants Below avg headcount
51st
Percentile by assets National rank
$25,388
Avg per participant Low balance/head
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Official DOL plan name: Swank Enterprises Inc Davis-Bacon Pension Plan and Trust · Sponsored by Swank Enterprises Inc · Montana · Construction

$5M in assets, 198 participants

Swank Enterprises Inc's Swank Enterprises Inc Davis-Bacon Pension Plan and Trust reported $5M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,938 in Construction (9,927 peers)

Swank Enterprises Inc multi-year trail

Swank Enterprises Inc's plans moved +941.7% in assets from 2022 to 2024; this filing shows Swank Enterprises Inc Davis-Bacon Pension Plan and Trust at $5M / 198 participants.

#4,938
in Construction (9,927 peers)
-22.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust's mid-pack asset rank among Construction and all filers

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust vs every filed plan by assets

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

$5,026,735 Top 49% higher than 51% 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

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust 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. Swank Enterprises Inc Davis-Bacon Pension Plan and Trust sits mid-pack in the medium band (198 participants).

Form 5500 schedule snapshot

Filing strip 810302197 · Swank Enterprises Inc PY 2022 · Money Purchase

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust · $5M · 198 · 51st

  • IND $5M
  • IND 198
  • IND 51st
  • IND Money Purchase
  • IND near Target Delivery Co., Inc. Profit Sharing Plan
  • IND ind #4938

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 Construction retirement plans → · Plans in Montana →

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in the asset neighbourhood

Cbmm North America, Inc. Pension PlanCbmm North America, Inc. Pen…$5MI.a.T.S.E. Local 3 Annuity FundI.a.T.S.E. Local 3 Annuity F…$5MTarget Delivery Co., Inc. Profit Sharing PlanTarget Delivery Co., Inc. Pr…$5MSwank Enterprises Inc Davis-Bacon Pension Plan and TrustSwank Enterprises Inc Davis-…$5MBurn Surgeons of Saint Barnabas - Pension PlanBurn Surgeons of Saint Barna…$5M
End-of-year total assets ($M) among Swank Enterprises Inc Davis-Bacon Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Swank Enterprises Inc multi-year asset trail

Sponsor-wide plan assets over time

All Swank Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$52M 941.6905207853606% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $5.03M $52.4M ▲ +941.0%
Year Plans Participants Total Assets
2022 1 198 $5M
2023 2 150 $31M
2024 2 201 $52M

Swank Enterprises Inc filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN810302197
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Montana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -50050100150200250 Total assets ($M) Participants Swank Enterprises Inc Davis-Bacon Pension Plan and Trust, Total assets ($M): 5.026735 · Participants: 198Swank Enterprises Inc Davis-Bacon Pension Plan and TrustBillings Clinic Pension Plan, Total assets ($M): 205.325332 · Participants: 3408Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 71.449213 · Participants: 1766Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 30.67638 · Participants: 450Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 15.751677 · Participants: 226Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 13.531646 · Participants: 180Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Swank Enterprises Inc Davis-Bacon Pension Plan and Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Swank Enterprises Inc Davis-Bacon Pension Plan and Trust side-by-side with 3 peers →

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Target Delivery Co., Inc. Profit Sharing Plan in TX ($5M); by covered participants it is Local No. 661 Retirement Plan in KS (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Swank Enterprises Inc Davis-Bacon Pension Plan and Trust assets move in 2022? ▼
Swank Enterprises Inc Davis-Bacon Pension Plan and Trust declined sharply - down 22.4% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Swank Enterprises Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swank Enterprises Inc's sponsor-wide assets grew 941.7%, from $5M to $52M.
Which Money Purchase plans are similar in size to Swank Enterprises Inc Davis-Bacon Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Target Delivery Co., Inc. Profit Sharing Plan in TX ($5M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Swank Enterprises Inc Davis-Bacon Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local No. 661 Retirement Plan in KS (198 participants, $22M 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 810302197.

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.