401(k) · DOL Form 5500 · 2022

Swickard Corporation 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,404
Participants Near avg headcount
83rd
Percentile by assets National rank
$22,593
Avg per participant Low balance/head
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Official DOL plan name: Swickard Auto Group Retirement Plan · Sponsored by Swickard Corporation · Oregon · Retail Trade

$32M in assets, 1,404 participants

Swickard Corporation's Swickard Auto Group Retirement Plan reported $32M in total assets and 1,404 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.

  • #8,650 in Retail Trade (9,519 peers)

Coverage in Oregon

Swickard Auto Group Retirement Plan covers 1,404 participants in Oregon, 3.2x the typical Oregon plan (state average ~443 per filing). Assets: $32M.

#8,650
in Retail Trade (9,519 peers)
+39.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swickard Auto Group Retirement Plan's outsized position by total assets

Swickard Auto Group Retirement Plan vs every filed plan by assets

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

$31,720,943 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

Swickard Auto Group Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swickard Auto Group Retirement Plan lands in the large band (1,404 participants).

EBSA filing schedule strip

Filing strip 453307099 · Swickard Corporation PY 2022 · 401(k)

Swickard Auto Group Retirement Plan · $32M · 1,404 · 83rd

  • VS-ST $32M
  • BOY 1,404
  • SCH 83rd
  • EBSA 401(k)
  • PART near Kay Management Company, Inc. Profit Sharing Plan
  • TYPE ind #8650

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 Retail Trade retirement plans → · Plans in Oregon →

Swickard Auto Group Retirement Plan in the asset neighbourhood

Infrastructure Consulting & Engineering, PLLC 401(k) PlanInfrastructure Consulting & …$32MThe Farmers & Merchants State Bank 401(k) Profit Sharing PlanThe Farmers & Merchants Stat…$32MSwickard Auto Group Retirement PlanSwickard Auto Group Retireme…$32MKay Management Company, Inc. Profit Sharing PlanKay Management Company, Inc.…$32MMarnell Companies, LLC Profit Sharing and 401(k) PlanMarnell Companies, LLC Profi…$32M
End-of-year total assets ($M) among Swickard Auto Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$32M
Net Income-$5M
Employer EIN453307099
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swickard Corporation)

Sponsor-wide plan assets over time

All Swickard Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$46M 44.569204641867046% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.7M $45.9M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 1,404 $32M
2023 1 1,655 $37M
2024 1 2,066 $46M

Nearby 401(k) Plans in Oregon

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

Swickard Auto Group Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Swickard Auto Group Retirement Plan, Total assets ($B): 0.031720943 · Participants: 1404Swickard Auto Group Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Swickard Auto Group Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Swickard Auto Group Retirement Plan side-by-side with 3 peers →

Swickard Auto Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Kay Management Company, Inc. Profit Sharing Plan in MD ($32M); by covered participants it is Covia Retirement Savings Plan in OH (1,404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,404 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 Swickard Auto Group Retirement Plan assets move in 2022? ▼
Swickard Auto Group Retirement Plan surged - up 39.5% during 2022, from $23M to $32M. Reported net income was -$5M.
How have Swickard Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swickard Corporation's sponsor-wide assets grew 44.6%, from $32M to $46M.
Where does Swickard Auto Group Retirement Plan rank by assets among Form 5500 filers? ▼
Swickard Auto Group Retirement 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 Swickard Auto Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kay Management Company, Inc. Profit Sharing Plan in MD ($32M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Swickard Auto Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Covia Retirement Savings Plan in OH (1,404 participants, $203M 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 453307099.

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.