401(k) · DOL Form 5500 · 2023

S.W. Bajus, Ltd. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
110
Participants Small participant base
53rd
Percentile by assets National rank
$68,844
Avg per participant Below avg balance/head
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Official DOL plan name: S.W. Bajus, Ltd. 401(k) Plan & Trust · Sponsored by S.W. Bajus, Ltd. · Pennsylvania · Real Estate

$8M in assets, 110 participants

S.W. Bajus, Ltd.'s S.W. Bajus, Ltd. 401(k) Plan & Trust reported $8M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,357 in Real Estate (4,727 peers)

Coverage in Pennsylvania

S.W. Bajus, Ltd. 401(k) Plan & Trust covers 110 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#3,357
in Real Estate (4,727 peers)
+13.0%
assets growth YoY

S.W. Bajus, Ltd. 401(k) Plan & Trust's mid-pack asset rank among Real Estate and all filers

S.W. Bajus, Ltd. 401(k) Plan & Trust vs every filed plan by assets

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

$7,572,826 Top 47% higher than 53% 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

S.W. Bajus, Ltd. 401(k) 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. S.W. Bajus, Ltd. 401(k) Plan & Trust sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S.W. Bajus, Ltd. 401(k) Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $942K in the plan year 2023 filing.
  • S.W. Bajus, Ltd. 401(k) Plan & Trust reported participants rose from 83 in the plan year 2022 filing to 110 in the plan year 2023 filing.
  • S.W. Bajus, Ltd. 401(k) Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232133785 · S.W. Bajus, Ltd. PY 2023 · 401(k)

S.W. Bajus, Ltd. 401(k) Plan & Trust · $8M · 110 · 53rd

  • ASSETS $8M
  • ASSETS 110
  • ASSETS 53rd
  • ASSETS 401(k)
  • ASSETS near Coast Professional Inc. Profit Sharing Plan
  • ASSETS ind #3357

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 Real Estate retirement plans → · Plans in Pennsylvania →

S.W. Bajus, Ltd. 401(k) Plan & Trust in the asset neighbourhood

S.W. Bajus, Ltd. 401(k) Plan & TrustS.W. Bajus, Ltd. 401(k) Plan…$8MCoast Professional Inc. Profit Sharing PlanCoast Professional Inc. Prof…$8MGate City Educational Childcare, Inc. 401(k) PlanGate City Educational Childc…$8MFutureplus Systems, LLC 401(k)/Profit Sharing PlanFutureplus Systems, LLC 401(…$8MBridgefarmer & Associates, Inc. 401(k) PlanBridgefarmer & Associates, I…$8M
End-of-year total assets ($M) among S.W. Bajus, Ltd. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$942K
Employer EIN232133785
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.W. Bajus, Ltd.)

Sponsor-wide plan assets over time

All S.W. Bajus, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.11689491396389% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.7M $7.92M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 83 $7M
2023 1 110 $8M
2024 1 112 $8M

Nearby 401(k) Plans in Pennsylvania

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

S.W. Bajus, Ltd. 401(k) Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants S.W. Bajus, Ltd. 401(k) Plan & Trust, Total assets ($B): 0.007572826 · Participants: 110S.W. Bajus, Ltd. 401(k) Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
S.W. Bajus, Ltd. 401(k) Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare S.W. Bajus, Ltd. 401(k) Plan & Trust side-by-side with 3 peers →

S.W. Bajus, Ltd. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Coast Professional Inc. Profit Sharing Plan in LA ($8M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 S.W. Bajus, Ltd. 401(k) Plan & Trust assets move in 2023? ▼
S.W. Bajus, Ltd. 401(k) Plan & Trust grew at a solid clip - up 13.0% during 2023, from $7M to $8M. Reported net income was $942K.
How have S.W. Bajus, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.W. Bajus, Ltd.'s sponsor-wide assets grew 18.1%, from $7M to $8M.
Which 401(k) plans are similar in size to S.W. Bajus, Ltd. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Coast Professional Inc. Profit Sharing Plan in LA ($8M, 600 participants).
Which 401(k) plans cover a similar participant headcount to S.W. Bajus, Ltd. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 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 232133785.

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.