401(k) · DOL Form 5500 · 2023

S&w Designer Coats, Ltd 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
23
Participants Small participant base
29th
Percentile by assets National rank
$75,469
Avg per participant Below avg balance/head
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Official DOL plan name: S&w Designer Coats, Ltd Retirement Plan · Sponsored by S&w Designer Coats, Ltd · New York · Retail Trade

$2M in assets, 23 participants

S&w Designer Coats, Ltd's S&w Designer Coats, Ltd Retirement Plan reported $2M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #3,467 in Retail Trade (8,414 peers)

What the 2023 filing shows

S&w Designer Coats, Ltd Retirement Plan holds $2M for 23 participants - about $75,469 per participant, in the lower half of filed plans by assets.

#3,467
in Retail Trade (8,414 peers)
+2.8%
assets growth YoY

S&w Designer Coats, Ltd Retirement Plan among the smaller filed plans by assets

S&w Designer Coats, Ltd Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,735,793 29th percentile higher than 29% of 127,068 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 2023

S&w Designer Coats, Ltd Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S&w Designer Coats, Ltd Retirement Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S&w Designer Coats, Ltd Retirement Plan reported participants rose from 14 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • S&w Designer Coats, Ltd Retirement Plan reported net income fell from $56K in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • S&w Designer Coats, Ltd Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132980826 · S&w Designer Coats, Ltd PY 2023 · 401(k)

S&w Designer Coats, Ltd Retirement Plan · $2M · 23 · 29th

  • RANK $2M
  • PHOTO 23
  • IND 29th
  • EOY 401(k)
  • 5500 near Msdz, Inc. Profit Sharing Plan
  • ASSETS ind #3467

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 Retail Trade retirement plans → · Plans in New York →

S&w Designer Coats, Ltd Retirement Plan in the asset neighbourhood

S&w Designer Coats, Ltd Retirement PlanS&w Designer Coats, Ltd Reti…$2MMsdz, Inc. Profit Sharing PlanMsdz, Inc. Profit Sharing Pl…$2MShores Podiatry Associates, P.C. Employees' Profit Sharing Plan & TrustShores Podiatry Associates, …$2MNorthern Tier Counseling, Inc. Tax Deferred Annuity PlanNorthern Tier Counseling, In…$2MMatthew Wallace Dds Inc 401(k) Profit Sharing Plan & TrustMatthew Wallace Dds Inc 401(…$2M
End-of-year total assets ($M) among S&w Designer Coats, Ltd Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$48K
Employer EIN132980826
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&w Designer Coats, Ltd)

Sponsor-wide plan assets over time

All S&w Designer Coats, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.462852206352009% vs 2022
2024 filing year
$1.6M$1.65M$1.7M$1.75M 202220232024 $1.69M $1.65M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 23 $2M
2024 1 25 $2M

Nearby 401(k) Plans in New York

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

S&w Designer Coats, Ltd Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants S&w Designer Coats, Ltd Retirement Plan, Total assets ($B): 0.001735793 · Participants: 23S&w Designer Coats, Ltd Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
S&w Designer Coats, Ltd Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare S&w Designer Coats, Ltd Retirement Plan side-by-side with 3 peers →

S&w Designer Coats, Ltd Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Msdz, Inc. Profit Sharing Plan in CO ($2M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S&w Designer Coats, Ltd Retirement Plan assets move in 2023? ▼
S&w Designer Coats, Ltd Retirement Plan edged up modestly - up 2.8% during 2023, from $2M to $2M. Reported net income was $48K.
How have S&w Designer Coats, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&w Designer Coats, Ltd's sponsor-wide assets declined 2.5%, from $2M to $2M.
Which 401(k) plans are similar in size to S&w Designer Coats, Ltd Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Msdz, Inc. Profit Sharing Plan in CO ($2M, 35 participants).
Which 401(k) plans cover a similar participant headcount to S&w Designer Coats, Ltd Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132980826.

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.