ESOP · DOL Form 5500 · 2022

Swift & Staley Inc. ESOP

Data updated 2026-08-25

$53M
Total assets Below avg plan size
66
Participants Small participant base
88th
Percentile by assets National rank
$799,867
Avg per participant High balance/head
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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.

  • #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.

#4,668
in Administrative & Support Services (4,927 peers)
+12.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Swift & Staley Inc. Employee Stock Ownership Plan's outsized position by total assets

Swift & Staley Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$52,791,239 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

Swift & Staley Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swift & Staley Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 610953661 · Swift & Staley Inc. PY 2022 · ESOP

Swift & Staley Inc. Employee Stock Ownership Plan · $53M · 66 · 88th

  • TYPE $53M
  • NET 66
  • BOOK 88th
  • VS-ST ESOP
  • BOY near Johnnys Pizza House, Inc. Employee Stock Ownership Plan
  • SCH ind #4668

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 What is an ESOP? → · Plans in Kentucky →

Swift & Staley Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kirby Foods, Inc. Employee Stock Ownership PlanKirby Foods, Inc. Employee S…$53MJohnnys Pizza House, Inc. Employee Stock Ownership PlanJohnnys Pizza House, Inc. Em…$53MSwift & Staley Inc. Employee Stock Ownership PlanSwift & Staley Inc. Employee…$53MLockheed Martin Corporation Basic Benefit Plan for Hourly EmployeesLockheed Martin Corporation …$53MSeverson Group Employee Stock Ownership PlanSeverson Group Employee Stoc…$53M
End-of-year total assets ($M) among Swift & Staley Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN610953661
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swift & Staley Inc.)

Sponsor-wide plan assets over time

All Swift & Staley Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 20.122575796060467% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63.5M $76.3M ▲ +20.1%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Swift & Staley Inc. Employee Stock Ownership Plan, Total assets ($B): 0.052791239 · Participants: 66Swift & Staley Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Swift & Staley Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Swift & Staley Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Swift & Staley Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Johnnys Pizza House, Inc. Employee Stock Ownership Plan in LA ($53M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants). Same-state nearby plans are listed separately above.

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 Swift & Staley Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Swift & Staley Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.1% during 2022, from $47M to $53M. Reported net income was $6M.
How have Swift & Staley Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swift & Staley Inc.'s sponsor-wide assets grew 20.1%, from $64M to $76M.
Where does Swift & Staley Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Swift & Staley Inc. Employee Stock Ownership 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 ESOP plans are similar in size to Swift & Staley Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Johnnys Pizza House, Inc. Employee Stock Ownership Plan in LA ($53M, 622 participants).
Which ESOP plans cover a similar participant headcount to Swift & Staley Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants, $20M 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 610953661.

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.