401(k) · DOL Form 5500 · 2023
Swank Enterprises Inc 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 76th
- Percentile by assets National rank
Official DOL plan name: Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan · Sponsored by Swank Enterprises Inc · Montana · Construction
$25M in assets, N/A participants
Swank Enterprises Inc's Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan reported $25M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #6,767 in Construction (9,030 peers)
Where Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan sits by assets
Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for N/A participants.
- #6,767
- in Construction (9,030 peers)
- $4M
- reported net income
- 0.2×
- vs typical plan assets (national mean)
Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan's outsized position by total assets
Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,901,365 Top 24% higher than 76% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 810302197 · Swank Enterprises Inc PY 2023 · 401(k)
Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan · $25M · N/A · 76th
- IND $25M
- EOY N/A
- 5500 76th
- ASSETS 401(k)
- PCT near Androscoggin Savings Bank Thrift 401(k) Retirement Plan
- EIN ind #6767
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 Construction retirement plans → · Plans in Montana →
Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 810302197 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swank Enterprises Inc)
Sponsor-wide plan assets over time
All Swank Enterprises Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 941.6905207853606% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $5M |
| 2023 | 2 | 150 | $31M |
| 2024 | 2 | 201 | $52M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Montana, the nearest 401(k) by end-of-year assets is Androscoggin Savings Bank Thrift 401(k) Retirement Plan in ME at $25M (this filing: $25M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.