Other · DOL Form 5500 · 2022
Swendsey Properties Inc Retirement Plan
Data updated 2026-08-25
- $934K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $933,860
- Avg per participant High balance/head
Official DOL plan name: Swendsey 401(k) Trust · Sponsored by Swendsey Properties Inc · Idaho · Real Estate
$934K in assets, 1 participants
Swendsey Properties Inc's Swendsey 401(k) Trust reported $934K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #2,052 in Real Estate (5,057 peers)
What the 2022 filing shows
Swendsey 401(k) Trust holds $934K for 1 participant - about $933,860 per participant, among the smaller plans by assets on file.
- #2,052
- in Real Estate (5,057 peers)
- -2.9%
- assets change YoY
The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Swendsey 401(k) Trust among the smaller filed plans by assets
Swendsey 401(k) Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$933,860 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Swendsey 401(k) Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swendsey 401(k) Trust is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 832003644 · Swendsey Properties Inc PY 2022 · Other
Swendsey 401(k) Trust · $934K · 1 · 24th
- BOY $934K
- SCH 1
- EBSA 24th
- PART Other
- TYPE near Chesapeake Academy Tax Deferred Annuity
- NET ind #2052
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 Real Estate retirement plans → · Plans in Idaho →
Swendsey 401(k) Trust in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $962K |
|---|---|
| Net Assets (End of Year) | $896K |
| Net Income | -$25K |
| Employer EIN | 832003644 |
| Plan Effective Date | 2018-09-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swendsey Properties Inc)
Sponsor-wide plan assets over time
All Swendsey Properties Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $945K 1.139571241942047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $934K |
| 2023 | 1 | 1 | $957K |
| 2024 | 1 | 1 | $945K |
Nearby Other Plans in Idaho
Peer Other plans, same state, same plan type, ranked by total assets.
- St. Lukes Health System Matched 403b Plan $772M · 15,284
- The College of Idaho 403(b) Retirement Plan $43M · 352
- Kootenai Clinic 403(b) Plan $24M · 197
- Sun Valley Community School, Inc. 403(b) Plan $22M · 135
- Full Circle Health, Inc. 403(b) Plan $21M · 369
Swendsey 401(k) Trust's out-of-state Other peers by assets and headcount
Outside Idaho, the nearest Other by assets is Chesapeake Academy Tax Deferred Annuity in VA ($934K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($934K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Partnerships for Minnesota Futures DC Plan (MN) 1 · 0 off
- Lucky View Enterprises 401(k) Profit Sharing (MI) 1 · 0 off
- Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.