SWORDS TO PLOWSHARES 403(B) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
SWORDS TO PLOWSHARES
This ESOP plan holds $8M in total assets and serves 179 participants as of 2022. It is sponsored by SWORDS TO PLOWSHARES in California. The plan reported positive net income of $1M for the year.
What the Filing Says About SWORDS TO PLOWSHARES 403(B) PLAN
SWORDS TO PLOWSHARES 403(B) PLAN is a ESOP retirement plan sponsored by SWORDS TO PLOWSHARES, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 179 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 942260626, and the plan has been effective since 2005-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $7M at the beginning of 2022 to $8M at year-end — a gain of 16.8%. Net assets (after liabilities) closed the year at $8M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $7M |
| Total Assets (End of Year) | $8M |
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Plan Type | ESOP |
| Employer EIN | 942260626 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SWORDS TO PLOWSHARES)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $8M |
| 2023 | 1 | 189 | $10M |
Nearby ESOP Plans in California
Peer ESOP plans — same state, same plan type — ranked by total assets.
- PG&E CORP. RETIREMENT SAVINGS PLAN FOR UNION-REPRESENTED EMPLOYEES $4.4B · 15,679
- PG&E CORPORATION RETIREMENT SAVINGS PLAN $4.3B · 9,525
- COMMUNITY MEMORIAL HEALTH SYSTEM 403(B) PLAN $390M · 3,307
- SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE TAX DEFERRED ANNUITY PLAN $196M · 528
- U.A. LOCAL NO. 447 DEFINED CONTRIBUTION PLAN AND TRUST $111M · 825
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Frequently Asked Questions
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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 942260626.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.