401(k) · DOL Form 5500 · 2023

Swarco Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
171
Participants Small participant base
46th
Percentile by assets National rank
$31,850
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swarco 401 K Plan · Sponsored by Swarco Industries, Inc. · Tennessee · Manufacturing

$5M in assets, 171 participants

Swarco Industries, Inc.'s Swarco 401 K Plan reported $5M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,495 in Manufacturing (18,722 peers)

Coverage in Tennessee

Swarco 401 K Plan covers 171 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.

#5,495
in Manufacturing (18,722 peers)
+16.5%
assets growth YoY

Swarco 401 K Plan's mid-pack asset rank among Manufacturing and all filers

Swarco 401 K Plan vs every filed plan by assets

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

$5,446,349 46th percentile higher than 46% 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

Swarco 401 K 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. Swarco 401 K Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swarco 401 K Plan reported net income rose from -$992K in the plan year 2022 filing to $772K in the plan year 2023 filing.
  • Swarco 401 K Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Swarco 401 K Plan reported participants rose from 159 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330169259 · Swarco Industries, Inc. PY 2023 · 401(k)

Swarco 401 K Plan · $5M · 171 · 46th

  • BOOK $5M
  • BOOK 171
  • BOOK 46th
  • BOOK 401(k)
  • BOOK near Ward, Murray, Pace & Johnson, P.C. 401(k) Profit Sharing Plan
  • BOOK ind #5495

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 Tennessee →

Swarco 401 K Plan in the asset neighbourhood

Swarco 401 K Plan$5MWard, Murray, Pace & Johnson, P.C. 401(k) Profit Sharing PlanWard, Murray, Pace & Johnson…$5MRoyal Basket Truck Inc. 401(k) Profit Sharing Plan & TrustRoyal Basket Truck Inc. 401(…$5MCb&a 401(k) Plan$5MEndurance Environmental Solutions LLC 401(k) PlanEndurance Environmental Solu…$5M
End-of-year total assets ($M) among Swarco 401 K Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$772K
Employer EIN330169259
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swarco Industries, Inc.)

Sponsor-wide plan assets over time

All Swarco Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.65797002985634% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.67M $5.87M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 159 $5M
2023 1 171 $5M
2024 1 143 $6M

Nearby 401(k) Plans in Tennessee

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

Swarco 401 K Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Swarco 401 K Plan, Total assets ($B): 0.005446349 · Participants: 171Swarco 401 K PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Swarco 401 K Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Swarco 401 K Plan side-by-side with 3 peers →

Swarco 401 K Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Ward, Murray, Pace & Johnson, P.C. 401(k) Profit Sharing Plan in IL ($5M); by covered participants it is Wyndham Capital Mortgage, Inc 401(k) Plan in NC (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Swarco 401 K Plan assets move in 2023? ▼
Swarco 401 K Plan grew sharply - up 16.5% during 2023, from $5M to $5M. Reported net income was $772K.
How have Swarco Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swarco Industries, Inc.'s sponsor-wide assets grew 25.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Swarco 401 K Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ward, Murray, Pace & Johnson, P.C. 401(k) Profit Sharing Plan in IL ($5M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Swarco 401 K Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wyndham Capital Mortgage, Inc 401(k) Plan in NC (171 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 330169259.

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.