ESOP · DOL Form 5500 · 2023

E.D. Swett, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
30
Participants Small participant base
35th
Percentile by assets National rank
$97,317
Avg per participant Below avg balance/head
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Official DOL plan name: E.D. Swett, Inc. Employee Stock Ownership Plan · Sponsored by E.D. Swett, Inc. · New Hampshire · Construction

$3M in assets, 30 participants

E.D. Swett, Inc.'s E.D. Swett, Inc. Employee Stock Ownership Plan reported $3M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,001 in Construction (9,030 peers)

E.D. Swett, Inc. multi-year trail

E.D. Swett, Inc.'s plans moved -30.1% in assets from 2022 to 2024; this filing shows E.D. Swett, Inc. Employee Stock Ownership Plan at $3M / 30 participants.

#3,001
in Construction (9,030 peers)
-28.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E.D. Swett, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

E.D. Swett, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,919,496 35th percentile higher than 35% 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

E.D. Swett, Inc. Employee Stock Ownership 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. E.D. Swett, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E.D. Swett, Inc. Employee Stock Ownership Plan reported net income fell from $87K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • E.D. Swett, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020228127 · E.D. Swett, Inc. PY 2023 · ESOP

E.D. Swett, Inc. Employee Stock Ownership Plan · $3M · 30 · 35th

  • PHOTO $3M
  • PHOTO 30
  • PHOTO 35th
  • PHOTO ESOP
  • PHOTO near Rockwood Management Corporation Employee Stock Ownership Plan and Trust
  • PHOTO ind #3001

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 What is an ESOP? → · Plans in New Hampshire →

E.D. Swett, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Willington Nameplate, Inc. Employee Stock Ownership PlanWillington Nameplate, Inc. E…$3ME.D. Swett, Inc. Employee Stock Ownership PlanE.D. Swett, Inc. Employee St…$3MRockwood Management Corporation Employee Stock Ownership Plan and TrustRockwood Management Corporat…$3MKennebec Technologies Employee Stock Ownership PlanKennebec Technologies Employ…$3MBlueforce, Inc. Employee Stock Ownership PlanBlueforce, Inc. Employee Sto…$3M
End-of-year total assets ($M) among E.D. Swett, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

E.D. Swett, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All E.D. Swett, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.082522185015208% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $4.1M $2.87M ▼ -30.0%
Year Plans Participants Total Assets
2022 1 30 $4M
2023 1 30 $3M
2024 1 34 $3M

E.D. Swett, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN020228127
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Hampshire

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

E.D. Swett, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -500050010001500 -0.500.511.5 Total assets ($B) Participants E.D. Swett, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002919496 · Participants: 30E.D. Swett, Inc. Employee Stock Ownership PlanHypertherm Associate Stock Ownership Plan, Total assets ($B): 1.041097337 · Participants: 1417Hypertherm Associate Stock Ownership PlanNew England Wire Technologies Corp. Employee Stock Ownership Plan, Total assets ($B): 0.074655129 · Participants: 471New England Wire Technologies Corp. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.029058095 · Participants: 2711a Auto, Inc. Employee Stock Ownership PlanNew Hampshire Boring, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.026090701 · Participants: 55New Hampshire Boring, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01353707 · Participants: 75Admix, Inc. Employee Stock Ownership Plan
E.D. Swett, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Hampshire, assets vs. participants
Compare E.D. Swett, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

E.D. Swett, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Hampshire, the nearest ESOP by assets is Rockwood Management Corporation Employee Stock Ownership Plan and Trust in MO ($3M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 E.D. Swett, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
E.D. Swett, Inc. Employee Stock Ownership Plan declined sharply - down 28.8% during 2023, from $4M to $3M. Reported net income was -$1M.
How have E.D. Swett, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E.D. Swett, Inc.'s sponsor-wide assets declined 30.1%, from $4M to $3M.
Which ESOP plans are similar in size to E.D. Swett, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rockwood Management Corporation Employee Stock Ownership Plan and Trust in MO ($3M, 10 participants).
Which ESOP plans cover a similar participant headcount to E.D. Swett, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 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 020228127.

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.