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
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
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
California filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $9M |
| Employer EIN | 941483448 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Arctos, LLC 401(k) Plan (OH) 266 · 0 off
- Wks, Inc. 401(k) Savings Plan (NH) 266 · 0 off
- Dental Health Associates of Madison, Ltd. 401(k) Profit Sharing Plan (WI) 266 · 0 off
- Innovation Industries, Inc. 401(k) Plan and Trust (AR) 266 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.