401(k) · DOL Form 5500 · 2022

Swartz Campbell LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
91
Participants Small participant base
83rd
Percentile by assets National rank
$321,657
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swartz Campbell LLC Capital Accumulation Plan · Sponsored by Swartz Campbell LLC · Pennsylvania · Professional & Technical Services

$29M in assets, 91 participants

Swartz Campbell LLC's Swartz Campbell LLC Capital Accumulation Plan reported $29M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,913 in Professional & Technical Services (21,562 peers)

Where Swartz Campbell LLC Capital Accumulation Plan sits by assets

Swartz Campbell LLC Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $29M for 91 participants (~$321,657/participant), down 17.4% in 2022.

#17,913
in Professional & Technical Services (21,562 peers)
-17.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swartz Campbell LLC Capital Accumulation Plan's outsized position by total assets

Swartz Campbell LLC Capital Accumulation Plan vs every filed plan by assets

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

$29,270,776 Top 17% higher than 83% 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

Swartz Campbell LLC Capital Accumulation 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. Swartz Campbell LLC Capital Accumulation Plan is a small filing (91 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 231141190 · Swartz Campbell LLC PY 2022 · 401(k)

Swartz Campbell LLC Capital Accumulation Plan · $29M · 91 · 83rd

  • RANK $29M
  • PHOTO 91
  • IND 83rd
  • EOY 401(k)
  • 5500 near Lion Group, Inc. Profit Sharing Plan and Trust
  • ASSETS ind #17913

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Swartz Campbell LLC Capital Accumulation Plan in the asset neighbourhood

Swartz Campbell LLC Capital Accumulation PlanSwartz Campbell LLC Capital …$29MLion Group, Inc. Profit Sharing Plan and TrustLion Group, Inc. Profit Shar…$29MFederal Defender Program, Inc. Pension PlanFederal Defender Program, In…$29MHollingsworth Management Services, L.Lc. 401(k) PlanHollingsworth Management Ser…$29MTeam Industries, Inc. Retirement Savings PlanTeam Industries, Inc. Retire…$29M
End-of-year total assets ($M) among Swartz Campbell LLC Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$29M
Net Income-$6M
Employer EIN231141190
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swartz Campbell LLC)

Sponsor-wide plan assets over time

All Swartz Campbell LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 22.88020620150576% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $45.1M $34.8M ▼ -22.9%
Year Plans Participants Total Assets
2022 2 117 $45M
2023 2 103 $51M
2024 1 81 $35M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Swartz Campbell LLC Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Swartz Campbell LLC Capital Accumulation Plan, Total assets ($B): 0.029270776 · Participants: 91Swartz Campbell LLC Capital Accumulation PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Swartz Campbell LLC Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Swartz Campbell LLC Capital Accumulation Plan side-by-side with 3 peers →

Swartz Campbell LLC Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lion Group, Inc. Profit Sharing Plan and Trust in OH ($29M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Swartz Campbell LLC Capital Accumulation Plan assets move in 2022? ▼
Swartz Campbell LLC Capital Accumulation Plan declined sharply - down 17.4% during 2022, from $35M to $29M. Reported net income was -$6M.
How have Swartz Campbell LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swartz Campbell LLC's sponsor-wide assets declined 22.9%, from $45M to $35M.
Where does Swartz Campbell LLC Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Swartz Campbell LLC Capital Accumulation Plan ranks in the 83rd 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 401(k) plans are similar in size to Swartz Campbell LLC Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lion Group, Inc. Profit Sharing Plan and Trust in OH ($29M, 829 participants).
Which 401(k) plans cover a similar participant headcount to Swartz Campbell LLC Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcalister Oil 401(k) Plan in KS (91 participants, N/A 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 231141190.

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.