ESOP · DOL Form 5500 · 2022

Swa Group ESOP

Data updated 2026-08-11

$31M
Total assets
257
Participants
83rd
Percentile by assets
$120,589
Avg per participant
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Official DOL plan name: Swa Group Employee Stock Ownership Plan · Sponsored by Swa Group · California · Professional & Technical Services

$31M in assets, 257 participants

Swa Group's Swa Group Employee Stock Ownership Plan reported $31M in total assets and 257 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.

  • 83rd percentile by assets (of 139,126 plans)
  • #18,074 in Professional & Technical Services (21,562 peers)

Coverage in California

Swa Group Employee Stock Ownership Plan covers 257 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $31M.

$31M
total plan assets (2022 EOY)
257
covered participants
83rd
percentile by assets (of 139,126 plans)
$120,589
avg assets per participant

Where Swa Group Employee Stock Ownership Plan sits by total assets

Swa Group Employee Stock Ownership Plan vs every filed plan by assets

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

$30,991,413 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Swa Group Employee Stock Ownership Plan reports 257 participants - about 41% of that state average ($31M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$31M
Net Income$350K
Employer EIN941483448
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swa Group)

$110M$115M$120M$125M$130M 202220232024 $112M $125M ▲ +12.2%
Total plan assets by year, all Swa Group plans on file
Year Plans Participants Total Assets
2022 2 523 $112M
2023 2 560 $115M
2024 2 527 $125M

Nearby ESOP Plans in California

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

Swa Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Swa Group Employee S…, Total assets ($B): 0.030991413 · Participants: 257Swa Group Employee S…Parsons Employee Sto…, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, I…Recology Employee St…, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee St…Agron, Inc. Employee…, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee…
Swa Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Swa Group Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Swa Group Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Swa Group Employee Stock Ownership Plan assets move in 2022? ▼
Swa Group Employee Stock Ownership Plan held essentially flat - down 0.6% during 2022, from $31M to $31M. Reported net income was $350K.
How have Swa Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swa Group's sponsor-wide assets grew 12.2%, from $112M to $125M.
Where does Swa Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Swa Group Employee Stock Ownership 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 ESOP plans are similar in size to Swa Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Citizens National Bank of Bluffton Employee Stock Ownership Plan in OH ($31M, 136 participants).

Next read for Swa Group Employee Stock Ownership Plan

Filing takeaways

Ways to act on Swa Group Employee Stock Ownership Plan's numbers.

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 941483448.

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.