401(k) · DOL Form 5500 · 2022

Swva, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
143
Participants Small participant base
78th
Percentile by assets National rank
$144,947
Avg per participant Above avg balance/head
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Official DOL plan name: Swva, Inc. Management Retirement Plan · Sponsored by Swva, Inc. · West Virginia · Manufacturing

$21M in assets, 143 participants

Swva, Inc.'s Swva, Inc. Management Retirement Plan reported $21M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,187 in Manufacturing (20,602 peers)

Coverage in West Virginia

Swva, Inc. Management Retirement Plan covers 143 participants in West Virginia, about 31% of the average West Virginia filer (state average ~467 per filing). Assets: $21M.

#14,187
in Manufacturing (20,602 peers)
-28.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swva, Inc. Management Retirement Plan's outsized position by total assets

Swva, Inc. Management Retirement Plan vs every filed plan by assets

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

$20,727,469 Top 22% higher than 78% 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

Swva, Inc. Management Retirement 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. Swva, Inc. Management Retirement Plan sits mid-pack in the medium band (143 participants).

EBSA filing schedule strip

Filing strip 550621605 · Swva, Inc. PY 2022 · 401(k)

Swva, Inc. Management Retirement Plan · $21M · 143 · 78th

  • VS-ST $21M
  • VS-ST 143
  • VS-ST 78th
  • VS-ST 401(k)
  • VS-ST near Basell Savings and Investment Plan
  • VS-ST ind #14187

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 Manufacturing retirement plans → · Plans in West Virginia →

Swva, Inc. Management Retirement Plan in the asset neighbourhood

Swva, Inc. Management Retirement PlanSwva, Inc. Management Retire…$21MBasell Savings and Investment PlanBasell Savings and Investmen…$21MPain Management Solutions, LLC 401(k) Ps Plan and TrustPain Management Solutions, L…$21MAida-America Corporation Savings PlanAida-America Corporation Sav…$21MPinnacle Financial Corporation 401(k) Profit Sharing PlanPinnacle Financial Corporati…$21M
End-of-year total assets ($M) among Swva, Inc. Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$21M
Net Income-$8M
Employer EIN550621605
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swva, Inc.)

Sponsor-wide plan assets over time

All Swva, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 14.448692432355278% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $61.8M $52.9M ▼ -14.5%
Year Plans Participants Total Assets
2022 2 647 $62M
2023 2 645 $48M
2024 1 534 $53M

Nearby 401(k) Plans in West Virginia

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

Swva, Inc. Management Retirement Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Swva, Inc. Management Retirement Plan, Total assets ($M): 20.727469 · Participants: 143Swva, Inc. Management Retirement PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($M): 808.481738 · Participants: 1866Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($M): 593.785275 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($M): 214.783036 · Participants: 2951American Public Education Retirement PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($M): 201.672584 · Participants: 2978United Bankshares, Inc. Savings and Stock Investment PlanWesbanco, Inc. Ksop, Total assets ($M): 185.637266 · Participants: 2334Wesbanco, Inc. Ksop
Swva, Inc. Management Retirement Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Swva, Inc. Management Retirement Plan side-by-side with 3 peers →

Swva, Inc. Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Basell Savings and Investment Plan in TX ($21M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Swva, Inc. Management Retirement Plan assets move in 2022? ▼
Swva, Inc. Management Retirement Plan declined sharply - down 28.5% during 2022, from $29M to $21M. Reported net income was -$8M.
How have Swva, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swva, Inc.'s sponsor-wide assets declined 14.4%, from $62M to $53M.
Where does Swva, Inc. Management Retirement Plan rank by assets among Form 5500 filers? ▼
Swva, Inc. Management Retirement Plan ranks in the 78th 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 Swva, Inc. Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Basell Savings and Investment Plan in TX ($21M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Swva, Inc. Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 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 550621605.

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.