401(k) · DOL Form 5500 · 2022

Swa Group 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
266
Participants Below avg headcount
92nd
Percentile by assets National rank
$303,282
Avg per participant High balance/head
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Official DOL plan name: Swa Group Profit Sharing and Savings Plan · Sponsored by Swa Group · California · Professional & Technical Services

$81M in assets, 266 participants

Swa Group's Swa Group Profit Sharing and Savings Plan reported $81M in total assets and 266 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,992 in Professional & Technical Services (21,562 peers)

Coverage in California

Swa Group Profit Sharing and Savings Plan covers 266 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $81M.

#19,992
in Professional & Technical Services (21,562 peers)
+13.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Swa Group Profit Sharing and Savings Plan's outsized position by total assets

Swa Group Profit Sharing and Savings Plan vs every filed plan by assets

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

$80,673,091 Top 8% higher than 92% 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 Profit Sharing and Savings 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 Profit Sharing and Savings Plan sits mid-pack in the medium band (266 participants).

Plan-year Form 5500 strip

Filing strip 941483448 · Swa Group PY 2022 · 401(k)

Swa Group Profit Sharing and Savings Plan · $81M · 266 · 92nd

  • EIN $81M
  • EIN 266
  • EIN 92nd
  • EIN 401(k)
  • EIN near Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust
  • EIN ind #19992

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 Professional & Technical Services retirement plans → · Plans in California →

Swa Group Profit Sharing and Savings Plan in the asset neighbourhood

Savings Plan for Hourly Employees of Ocean Spray Cranberries, Inc.Savings Plan for Hourly Empl…$81MPacira Biosciences, Inc 401(k) Salary Savings PlanPacira Biosciences, Inc 401(…$81MSwa Group Profit Sharing and Savings PlanSwa Group Profit Sharing and…$81MCentric Consulting, LLC 401 (K) Profit Sharing Plan & TrustCentric Consulting, LLC 401 …$81MOrthofix 401(k) Retirement PlanOrthofix 401(k) Retirement P…$81M
End-of-year total assets ($M) among Swa Group Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$81M
Net Income$9M
Employer EIN941483448
Plan Effective Date1989-07-01
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 401(k) Plans in California

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

Swa Group Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Swa Group Profit Sharing and Savings Plan, Total assets ($B): 0.080673091 · Participants: 266Swa Group Profit Sharing and Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Swa Group Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Swa Group Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust in KY ($81M); by covered participants it is Arctos, LLC 401(k) Plan in OH (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Profit Sharing and Savings Plan assets move in 2022?
Swa Group Profit Sharing and Savings Plan grew at a solid clip - up 13.2% during 2022, from $71M to $81M. Reported net income was $9M.
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 Profit Sharing and Savings Plan rank by assets among Form 5500 filers?
Swa Group Profit Sharing and Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Swa Group Profit Sharing and Savings Plan?
Among 401(k) plans in other states, the closest by assets is Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust in KY ($81M, 775 participants).
Which 401(k) plans cover a similar participant headcount to Swa Group Profit Sharing and Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Arctos, LLC 401(k) Plan in OH (266 participants, $30M in assets).