401(k) · DOL Form 5500 · 2023

Swd, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
180
Participants Small participant base
66th
Percentile by assets National rank
$79,021
Avg per participant Below avg balance/head
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Official DOL plan name: Swd, Inc. Defined Contribution Plan · Sponsored by Swd, Inc. · Illinois · Manufacturing

$14M in assets, 180 participants

Swd, Inc.'s Swd, Inc. Defined Contribution Plan reported $14M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,156 in Manufacturing (18,722 peers)

Coverage in Illinois

Swd, Inc. Defined Contribution Plan covers 180 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#10,156
in Manufacturing (18,722 peers)
+14.3%
assets growth YoY

Swd, Inc. Defined Contribution Plan's mid-pack asset rank among Manufacturing and all filers

Swd, Inc. Defined Contribution Plan vs every filed plan by assets

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

$14,223,767 Top 34% higher than 66% 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

Swd, Inc. Defined Contribution Plan 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. Swd, Inc. Defined Contribution Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swd, Inc. Defined Contribution Plan reported net income rose from -$558K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Swd, Inc. Defined Contribution Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Swd, Inc. Defined Contribution Plan reported participants rose from 169 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363003387 · Swd, Inc. PY 2023 · 401(k)

Swd, Inc. Defined Contribution Plan · $14M · 180 · 66th

  • NET $14M
  • BOOK 180
  • VS-ST 66th
  • BOY 401(k)
  • SCH near Carrabba's 401(k) Plan
  • EBSA ind #10156

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 Manufacturing retirement plans → · Plans in Illinois →

Swd, Inc. Defined Contribution Plan in the asset neighbourhood

Dbksm&n 401(k) Profit Sharing Plan and TrustDbksm&n 401(k) Profit Sharin…$14MSwd, Inc. Defined Contribution PlanSwd, Inc. Defined Contributi…$14MCarrabba's 401(k) Plan$14MCullman Primary Care, P.C. 401(k) Profit Sharing PlanCullman Primary Care, P.C. 4…$14MCalprivate Bank 401(k) Plan$14M
End-of-year total assets ($M) among Swd, Inc. Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN363003387
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swd, Inc.)

Sponsor-wide plan assets over time

All Swd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 18.709286870890935% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.5M $14.8M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 169 $12M
2023 1 180 $14M
2024 1 202 $15M

Nearby 401(k) Plans in Illinois

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

Swd, Inc. Defined Contribution Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Swd, Inc. Defined Contribution Plan, Total assets ($B): 0.014223767 · Participants: 180Swd, Inc. Defined Contribution PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Swd, Inc. Defined Contribution Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Swd, Inc. Defined Contribution Plan side-by-side with 3 peers →

Swd, Inc. Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Carrabba's 401(k) Plan in TX ($14M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Swd, Inc. Defined Contribution Plan assets move in 2023? ▼
Swd, Inc. Defined Contribution Plan grew at a solid clip - up 14.3% during 2023, from $12M to $14M. Reported net income was $2M.
How have Swd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swd, Inc.'s sponsor-wide assets grew 18.7%, from $12M to $15M.
Which 401(k) plans are similar in size to Swd, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carrabba's 401(k) Plan in TX ($14M, 533 participants).
Which 401(k) plans cover a similar participant headcount to Swd, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 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 363003387.

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.