Profit Sharing · DOL Form 5500 · 2022

Swope Medical Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
19
Participants Small participant base
69th
Percentile by assets National rank
$661,179
Avg per participant High balance/head
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Official DOL plan name: Swope Medical Group Inc Profit Sharing 401(k) Plan · Sponsored by Swope Medical Group, Inc. · California · Healthcare & Social Assistance

$13M in assets, 19 participants

Swope Medical Group, Inc.'s Swope Medical Group Inc Profit Sharing 401(k) Plan reported $13M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,903 in Healthcare & Social Assistance (20,060 peers)

Swope Medical Group, Inc. multi-year trail

Swope Medical Group, Inc.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Swope Medical Group Inc Profit Sharing 401(k) Plan at $13M / 19 participants.

#14,903
in Healthcare & Social Assistance (20,060 peers)
-9.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swope Medical Group Inc Profit Sharing 401(k) Plan's outsized position by total assets

Swope Medical Group Inc Profit Sharing 401(k) Plan vs every filed plan by assets

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

$12,562,399 Top 31% higher than 69% 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

Swope Medical Group Inc Profit Sharing 401(k) 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. Swope Medical Group Inc Profit Sharing 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 942706692 · Swope Medical Group, Inc. PY 2022 · Profit Sharing

Swope Medical Group Inc Profit Sharing 401(k) Plan · $13M · 19 · 69th

  • IND $13M
  • IND 19
  • IND 69th
  • IND Profit Sharing
  • IND near Graham C-Stores Co. Profit Sharing Plan
  • IND ind #14903

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Swope Medical Group Inc Profit Sharing 401(k) Plan in the asset neighbourhood

American Insurance & Investment Corporation Profit Sharing PlanAmerican Insurance & Investm…$13MSwope Medical Group Inc Profit Sharing 401(k) PlanSwope Medical Group Inc Prof…$13MGraham C-Stores Co. Profit Sharing PlanGraham C-Stores Co. Profit S…$13MInternational Property Services Corp. Profit Sharing PlanInternational Property Servi…$13MKukurin Contracting, Inc. Prevailing Wage PlanKukurin Contracting, Inc. Pr…$13M
End-of-year total assets ($M) among Swope Medical Group Inc Profit Sharing 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Swope Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Swope Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.739774305847156% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $17.7M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 19 $13M
2023 1 23 $15M
2024 1 20 $18M

Swope Medical Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN942706692
Plan Effective Date1983-04-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Swope Medical Group Inc Profit Sharing 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Swope Medical Group Inc Profit Sharing 401(k) Plan, Total assets ($B): 0.012562399 · Participants: 19Swope Medical Group Inc Profit Sharing 401(k) PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Swope Medical Group Inc Profit Sharing 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Swope Medical Group Inc Profit Sharing 401(k) Plan side-by-side with 3 peers →

Swope Medical Group Inc Profit Sharing 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Graham C-Stores Co. Profit Sharing Plan in IL ($13M); by covered participants it is Crivelli Ford, Inc. Profit Sharing Plan in PA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Swope Medical Group Inc Profit Sharing 401(k) Plan assets move in 2022? ▼
Swope Medical Group Inc Profit Sharing 401(k) Plan pulled back noticeably - down 9.7% during 2022, from $14M to $13M. Reported net income was -$1M.
How have Swope Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swope Medical Group, Inc.'s sponsor-wide assets grew 40.7%, from $13M to $18M.
Which Profit Sharing plans are similar in size to Swope Medical Group Inc Profit Sharing 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Graham C-Stores Co. Profit Sharing Plan in IL ($13M, 175 participants).
Which Profit Sharing plans cover a similar participant headcount to Swope Medical Group Inc Profit Sharing 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crivelli Ford, Inc. Profit Sharing Plan in PA (19 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 942706692.

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.