Profit Sharing · DOL Form 5500 · 2022

S.W. Management LLC Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
137
Participants Small participant base
71st
Percentile by assets National rank
$102,087
Avg per participant Below avg balance/head
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Official DOL plan name: S.W. Management LLC Profit Sharing Plan · Sponsored by S.W. Management LLC · New York · Real Estate

$14M in assets, 137 participants

S.W. Management LLC's S.W. Management LLC Profit Sharing Plan reported $14M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,301 in Real Estate (5,057 peers)

Coverage in New York

S.W. Management LLC Profit Sharing Plan covers 137 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $14M.

#4,301
in Real Estate (5,057 peers)
-15.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S.W. Management LLC Profit Sharing Plan's outsized position by total assets

S.W. Management LLC Profit Sharing Plan vs every filed plan by assets

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

$13,985,962 Top 29% higher than 71% 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

S.W. Management LLC 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. S.W. Management LLC Profit Sharing Plan sits mid-pack in the medium band (137 participants).

EBSA filing schedule strip

Filing strip 133919718 · S.W. Management LLC PY 2022 · Profit Sharing

S.W. Management LLC Profit Sharing Plan · $14M · 137 · 71st

  • VS-ST $14M
  • VS-ST 137
  • VS-ST 71st
  • VS-ST Profit Sharing
  • VS-ST near Indian Springs School Retirement Plan
  • VS-ST ind #4301

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 Real Estate retirement plans → · Plans in New York →

S.W. Management LLC Profit Sharing Plan in the asset neighbourhood

Indian Springs School Retirement PlanIndian Springs School Retire…$14MValley Home Care, Inc. Defined Contribution Pension PlanValley Home Care, Inc. Defin…$14MS.W. Management LLC Profit Sharing PlanS.W. Management LLC Profit S…$14MRwl Management, Inc. Employee's Profit Sharing PlanRwl Management, Inc. Employe…$14MOperating Engineers Local 139 Defined Contribution Annuity FundOperating Engineers Local 13…$14M
End-of-year total assets ($M) among S.W. Management LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN133919718
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.W. Management LLC)

Sponsor-wide plan assets over time

All S.W. Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.30795035765148% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14M $19.5M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 137 $14M
2023 1 137 $17M
2024 1 132 $19M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

S.W. Management LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants S.W. Management LLC Profit Sharing Plan, Total assets ($B): 0.013985962 · Participants: 137S.W. Management LLC Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
S.W. Management LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare S.W. Management LLC Profit Sharing Plan side-by-side with 3 peers →

S.W. Management LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Indian Springs School Retirement Plan in AL ($14M); by covered participants it is Delong's, Inc. Profit Sharing Plan in MO (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 S.W. Management LLC Profit Sharing Plan assets move in 2022? ▼
S.W. Management LLC Profit Sharing Plan declined sharply - down 15.2% during 2022, from $16M to $14M. Reported net income was -$3M.
How have S.W. Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.W. Management LLC's sponsor-wide assets grew 39.3%, from $14M to $19M.
Which Profit Sharing plans are similar in size to S.W. Management LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Indian Springs School Retirement Plan in AL ($14M, 106 participants).
Which Profit Sharing plans cover a similar participant headcount to S.W. Management LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Delong's, Inc. Profit Sharing Plan in MO (137 participants, $1M 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 133919718.

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.