401(k) · DOL Form 5500 · 2023

Swk Technologies 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
175
Participants Small participant base
62nd
Percentile by assets National rank
$67,452
Avg per participant Below avg balance/head
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Official DOL plan name: Swk Technologies 401(k) Profit Sharing Plan & Trust · Sponsored by Swk Technologies · New Jersey · Professional & Technical Services

$12M in assets, 175 participants

Swk Technologies's Swk Technologies 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,442 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Swk Technologies 401(k) Profit Sharing Plan & Trust covers 175 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.

#12,442
in Professional & Technical Services (20,321 peers)
+36.9%
assets growth YoY

Swk Technologies 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Swk Technologies 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,804,054 Top 38% higher than 62% 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

Swk Technologies 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swk Technologies 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swk Technologies 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Swk Technologies 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Swk Technologies 401(k) Profit Sharing Plan & Trust reported participants rose from 158 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 412137529 · Swk Technologies PY 2023 · 401(k)

Swk Technologies 401(k) Profit Sharing Plan & Trust · $12M · 175 · 62nd

  • SCH $12M
  • EBSA 175
  • PART 62nd
  • TYPE 401(k)
  • NET near State Holding Company 401(k) Plan
  • BOOK ind #12442

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 New Jersey →

Swk Technologies 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Swk Technologies 401(k) Profit Sharing Plan & TrustSwk Technologies 401(k) Prof…$12MState Holding Company 401(k) PlanState Holding Company 401(k)…$12MMaestro Health 401(k) Plan$12MThe Bretz Companies Inc. 401(k) Profit Sharing Plan & TrustThe Bretz Companies Inc. 401…$12MPak Lite 401(k) Profit Sharing Plan and TrustPak Lite 401(k) Profit Shari…$12M
End-of-year total assets ($M) among Swk Technologies 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN412137529
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swk Technologies)

Sponsor-wide plan assets over time

All Swk Technologies plans reported in each filing year

Latest sponsor-wide plan assets
$15M 69.65306086719188% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.62M $14.6M ▲ +69.7%
Year Plans Participants Total Assets
2022 1 158 $9M
2023 1 175 $12M
2024 1 191 $15M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Swk Technologies 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Swk Technologies 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011804054 · Participants: 175Swk Technologies 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Swk Technologies 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Swk Technologies 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Swk Technologies 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is State Holding Company 401(k) Plan in AR ($12M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Swk Technologies 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Swk Technologies 401(k) Profit Sharing Plan & Trust surged - up 36.9% during 2023, from $9M to $12M. Reported net income was $3M.
How have Swk Technologies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swk Technologies's sponsor-wide assets grew 69.7%, from $9M to $15M.
Which 401(k) plans are similar in size to Swk Technologies 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is State Holding Company 401(k) Plan in AR ($12M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Swk Technologies 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 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 412137529.

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.