Profit Sharing · DOL Form 5500 · 2022
S.W. Management LLC Profit Sharing Plan
Data updated 2026-08-11
- $14M
- Total assets
- 137
- Participants
- 71st
- Percentile by assets
- $102,087
- Avg per participant
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.
- 71st percentile by assets (of 139,126 plans)
- #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.
- $14M
- total plan assets (2022 EOY)
- 137
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $102,087
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. S.W. Management LLC Profit Sharing Plan reports 137 participants - about 17% of that state average ($14M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 133919718 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S.W. Management LLC)
| 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
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to S.W. Management LLC Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did S.W. Management LLC Profit Sharing Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on S.W. Management LLC Profit Sharing Plan's numbers.
- By total assets, S.W. Management LLC Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- S.W. Management LLC's sponsor-wide assets have grown 39.3% since 2022 across 3 plan years on file. More Real Estate plans