ESOP · DOL Form 5500 · 2022
Swift & Staley Inc. ESOP
Data updated 2026-08-11
- $53M
- Total assets
- 66
- Participants
- 88th
- Percentile by assets
- $799,867
- Avg per participant
Official DOL plan name: Swift & Staley Inc. Employee Stock Ownership Plan · Sponsored by Swift & Staley Inc. · Kentucky · Administrative & Support Services
$53M in assets, 66 participants
Swift & Staley Inc.'s Swift & Staley Inc. Employee Stock Ownership Plan reported $53M in total assets and 66 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.
- 88th percentile by assets (of 139,126 plans)
- #4,668 in Administrative & Support Services (4,927 peers)
Where Swift & Staley Inc. Employee Stock Ownership Plan sits by assets
Swift & Staley Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $53M for 66 participants (~$799,867/participant), up 12.1% in 2022.
- $53M
- total plan assets (2022 EOY)
- 66
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $799,867
- avg assets per participant
Swift & Staley Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Swift & Staley Inc. Employee Stock Ownership Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $6M |
| Employer EIN | 610953661 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swift & Staley Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 180 | $64M |
| 2023 | 2 | 204 | $68M |
| 2024 | 2 | 243 | $76M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
Swift & Staley Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.1B · 6,338
- Stock Yards Bank & Trust Company 401(k) Employee $140M · 682
- Gray, Inc. Employee Stock Ownership Plan $113M · 1,269
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $109M · 831
- H & R Agri-Power Employee Stock Ownership Plan $82M · 444
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Swift & Staley Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Swift & Staley Inc. Employee Stock Owner…
Scale reading
Ways to act on Swift & Staley Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Swift & Staley Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Swift & Staley Inc.'s sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Administrative & Support Services plans