Profit Sharing · DOL Form 5500 · 2023
Edmond a Swad PC Profit Sharing Plan
Data updated 2026-08-11
- $11M
- Total assets
- 14
- Participants
- 60th
- Percentile by assets
- $762,871
- Avg per participant
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.
- 60th percentile by assets (of 127,072 plans)
- #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.
- $11M
- total plan assets (2023 EOY)
- 14
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $762,871
- avg assets per participant
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.
Edmond a Swad PC across 3 plan years on file
Across the 3 plan years Edmond a Swad PC has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 27.9%, while reported participants moved from 13 to 13 (+0.0%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).
Edmond a Swad PC multi-year asset trail
| 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.
Edmond a Swad PC Profit Sharing Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Edmond a Swad PC Profit Sharing Trust by total assets, not by location.
Frequently Asked Questions
How did Edmond a Swad PC Profit Sharing Trust assets move in 2023? ▼
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Next read for Edmond a Swad PC Profit Sharing Trust
Multi-year trail
Ways to act on Edmond a Swad PC Profit Sharing Trust's numbers.
- By total assets, Edmond a Swad PC Profit Sharing Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Michigan. Compare plans
- Edmond a Swad PC's sponsor-wide assets have grown 27.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans