ESOP · DOL Form 5500 · 2022

Swa Group ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
257
Participants Below avg headcount
83rd
Percentile by assets National rank
$120,589
Avg per participant Near avg balance/head
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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.

  • #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.

#18,074
in Professional & Technical Services (21,562 peers)
-0.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

Swa Group Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Swa Group Employee Stock Ownership 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. Swa Group Employee Stock Ownership Plan sits mid-pack in the medium band (257 participants).

EBSA filing schedule strip

Filing strip 941483448 · Swa Group PY 2022 · ESOP

Swa Group Employee Stock Ownership Plan · $31M · 257 · 83rd

  • NET $31M
  • NET 257
  • NET 83rd
  • NET ESOP
  • NET near The Citizens National Bank of Bluffton Employee Stock Ownership Plan
  • NET ind #18074

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 What is an ESOP? → · Plans in California →

Swa Group Employee Stock Ownership Plan in the asset neighbourhood

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership PlanThouvenot, Wade, Moerchen, I…$31MThe Citizens National Bank of Bluffton Employee Stock Ownership PlanThe Citizens National Bank o…$31MAvalon Flooring Employee Stock Ownership PlanAvalon Flooring Employee Sto…$31MSwa Group Employee Stock Ownership PlanSwa Group Employee Stock Own…$31MB & W Custom Truck Beds, Inc. Employee Stock Ownership PlanB & W Custom Truck Beds, Inc…$31M
End-of-year total assets ($M) among Swa Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Swa Group plans reported in each filing year

Latest sponsor-wide plan assets
$125M 12.15735754309176% vs 2022
2024 filing year
$110M$115M$120M$125M$130M 202220232024 $112M $125M ▲ +12.2%
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 ($B) Participants Swa Group Employee Stock Ownership Plan, Total assets ($B): 0.030991413 · Participants: 257Swa Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
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 →

Swa Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Citizens National Bank of Bluffton Employee Stock Ownership Plan in OH ($31M); by covered participants it is Pro2serve Employee Stock Ownership Plan in TN (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 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).
Which ESOP plans cover a similar participant headcount to Swa Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro2serve Employee Stock Ownership Plan in TN (257 participants, $10M 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 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.