Other · DOL Form 5500 · 2023

Swensey Properties Inc Retirement Plan

Data updated 2026-08-25

$957K
Total assets Small plan by assets: 1
Participants Small participant base: 23rd
Percentile by assets National rank: $956,926
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Swendsey 401(k) Trust · Sponsored by Swensey Properties Inc · Idaho · Real Estate

$957K in assets, 1 participants

Swensey Properties Inc's Swendsey 401(k) Trust reported $957K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

#1,901 in Real Estate (4,727 peers)

What the 2023 filing shows

Swendsey 401(k) Trust holds $957K for 1 participant - about $956,926 per participant, among the smaller plans by assets on file.

#1,901
in Real Estate (4,727 peers): +2.5%
assets growth YoY

Swendsey 401(k) Trust among the smaller filed plans by assets

Swendsey 401(k) Trust vs every filed plan by assets

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

$956,926 23rd percentile higher than 23% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Swendsey 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swendsey 401(k) Trust is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Swendsey 401(k) Trust reported net income rose from -$25K in the plan year 2022 filing to $15K in the plan year 2023 filing.
Swendsey 401(k) Trust end-of-year assets rose from $934K in the plan year 2022 filing to $957K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832003644 · Swensey Properties Inc PY 2023 · Other

Swendsey 401(k) Trust · $957K · 1 · 23rd

PCT $957K
EIN 1
RANK 23rd
PHOTO Other
IND near Bridges Btc, Inc. Tax Sheltered Annuity Plan
EOY ind #1901

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 Real Estate retirement plans → · Plans in Idaho →

End-of-year total assets ($M) among Swendsey 401(k) Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$934K
Net Assets (End of Year)	$911K
Net Income	$15K
Employer EIN	832003644
Plan Effective Date	2018-09-25
Filing Status	FILING RECEIVED

Sponsor Plan History (Swensey Properties Inc)

Latest sponsor-wide plan assets: $945K 1.139571241942047% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$934K
2023	1	1	$957K
2024	1	1	$945K

Nearby Other Plans in Idaho

Peer Other plans, same state, same plan type, ranked by total assets.

Swendsey 401(k) Trust vs. nearby Other plans in Idaho, assets vs. participants

St. Lukes Health System Matched 403b Plan $965M · 16,715
The College of Idaho 403(b) Retirement Plan $48M · 361
Kootenai Health 403(b) Plan $34M · 211
Full Circle Health, Inc. 403(b) Plan $27M · 388
Sun Valley Community School, Inc. 403(b) Plan $25M · 133

Compare Swendsey 401(k) Trust side-by-side with 3 peers →

Swendsey 401(k) Trust's out-of-state Other peers by assets and headcount

Outside Idaho, the nearest Other by assets is Bridges Btc, Inc. Tax Sheltered Annuity Plan in FL ($958K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($957K here).

Bridges Btc, Inc. Tax Sheltered Annuity Plan (FL) $958K · 83
All for Health, Health for All 403(b) Plan (CA) $953K · 145
Michele G. Greer Age-Weighted Profit Sharing Plan (MN) $962K · 2
Westchester Community College Foundation Inc. 403(b) Tda (NY) $962K · 6

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

James Nola Investment Trust (FL) 1 · 0 off
Ap/M 401(k) Plan (IA) 1 · 0 off
Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
Morrow Valley Ranch Investment Plan (MO) 1 · 0 off

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 Swendsey 401(k) Trust assets move in 2023? ▼

Swendsey 401(k) Trust edged up modestly - up 2.5% during 2023, from $934K to $957K. Reported net income was $15K.

How have Swensey Properties Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Swensey Properties Inc's sponsor-wide assets grew 1.1%, from $934K to $945K.

Where does Swendsey 401(k) Trust rank by assets among Form 5500 filers? ▼

Swendsey 401(k) Trust ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Other plans are similar in size to Swendsey 401(k) Trust? ▼

Among Other plans in other states, the closest by assets is Bridges Btc, Inc. Tax Sheltered Annuity Plan in FL ($958K, 83 participants).

Which Other plans cover a similar participant headcount to Swendsey 401(k) Trust? ▼

Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 832003644.