Money Purchase · DOL Form 5500 · 2023
Swank Enterprises Inc Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 150
- Participants
- 46th
- Percentile by assets
- $37,418
- Avg per participant
Official DOL plan name: Swank Enterprises Inc Davis-Bacon Pension Plan and Trust · Sponsored by Swank Enterprises Inc · Montana · Construction
$6M in assets, 150 participants
Swank Enterprises Inc's Swank Enterprises Inc Davis-Bacon Pension Plan and Trust reported $6M in total assets and 150 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.
- 46th percentile by assets (of 127,072 plans)
- #4,046 in Construction (9,030 peers)
Swank Enterprises Inc multi-year trail
Swank Enterprises Inc's plans moved +941.7% in assets from 2022 to 2024; this filing shows Swank Enterprises Inc Davis-Bacon Pension Plan and Trust at $6M / 150 participants.
- $6M
- total plan assets (2023 EOY)
- 150
- covered participants
- 46th
- percentile by assets (of 127,072 plans)
- $37,418
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swank Enterprises Inc Davis-Bacon Pension Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $586K in the plan year 2023 filing.
- Swank Enterprises Inc Davis-Bacon Pension Plan and Trust reported participants fell from 198 in the plan year 2022 filing to 150 in the plan year 2023 filing.
- Swank Enterprises Inc Davis-Bacon Pension Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Swank Enterprises Inc across 3 plan years on file
Across the 3 plan years Swank Enterprises Inc has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $52M, a gain of 941.7%, while reported participants moved from 198 to 201 (+1.5%). Peak year by sponsor assets: 2024 ($52M); trough: 2022 ($5M).
Swank Enterprises Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $5M |
| 2023 | 2 | 150 | $31M |
| 2024 | 2 | 201 | $52M |
Swank Enterprises Inc filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $586K |
| Employer EIN | 810302197 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Montana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Swank Enterprises Inc Davis-Bacon Pension Plan and Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
- Billings Clinic Pension Plan $237M · 3,355
- Bozeman Health Retirement Plan $85M · 1,750
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $37M · 517
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $19M · 227
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $17M · 418
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Swank Enterprises Inc Davis-Bacon Pension Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Swank Enterprises Inc Davis-Bacon Pension Plan and Trust assets move in 2023? ▼
How have Swank Enterprises Inc plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Swank Enterprises Inc Davis-Bacon Pension Plan and Trust? ▼
Next read for Swank Enterprises Inc Davis-Bacon Pensio…
Multi-year trail
Ways to act on Swank Enterprises Inc Davis-Bacon Pension Plan and Trust's numbers.
- By total assets, Swank Enterprises Inc Davis-Bacon Pension Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Montana. Compare plans
- Swank Enterprises Inc's sponsor-wide assets have grown 941.7% since 2022 across 3 plan years on file. More Construction plans