Profit Sharing · DOL Form 5500 · 2023
Edmond a Swad PC Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $762,871
- Avg per participant High balance/head
Official DOL plan name: Edmond a Swad PC Profit Sharing Trust · Sponsored by Edmond a Swad PC · Michigan · Professional & Technical Services
$11M in assets, 14 participants
Edmond a Swad PC's Edmond a Swad PC Profit Sharing Trust reported $11M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,957 in Professional & Technical Services (20,321 peers)
Edmond a Swad PC multi-year trail
Edmond a Swad PC's plans moved +27.9% in assets from 2022 to 2024; this filing shows Edmond a Swad PC Profit Sharing Trust at $11M / 14 participants.
- #11,957
- in Professional & Technical Services (20,321 peers)
- +14.2%
- assets growth YoY
Edmond a Swad PC Profit Sharing Trust's mid-pack asset rank among Professional & Technical Services and all filers
Edmond a Swad PC Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,680,195 Top 40% higher than 60% 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
Edmond a Swad PC Profit Sharing Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edmond a Swad PC Profit Sharing Trust is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edmond a Swad PC Profit Sharing Trust reported net income rose from -$642K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Edmond a Swad PC Profit Sharing Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Edmond a Swad PC Profit Sharing Trust reported participants rose from 13 in the plan year 2022 filing to 14 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 382043029 · Edmond a Swad PC PY 2023 · Profit Sharing
Edmond a Swad PC Profit Sharing Trust · $11M · 14 · 60th
- VS-ST $11M
- VS-ST 14
- VS-ST 60th
- VS-ST Profit Sharing
- VS-ST near Lambda Legal Retirement Benefit Plan
- VS-ST ind #11957
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 Michigan →
Edmond a Swad PC Profit Sharing Trust in the asset neighbourhood
Edmond a Swad PC multi-year asset trail
Sponsor-wide plan assets over time
All Edmond a Swad PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 27.906082646211043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $9M |
| 2023 | 1 | 14 | $11M |
| 2024 | 1 | 13 | $12M |
Edmond a Swad PC filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 382043029 |
| Plan Effective Date | 1979-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
Edmond a Swad PC Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Lambda Legal Retirement Benefit Plan in NY ($11M); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 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.