Money Purchase · DOL Form 5500 · 2023

Swank Enterprises Inc Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
150
Participants Small participant base
46th
Percentile by assets National rank
$37,418
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,046
in Construction (9,030 peers)
+11.7%
assets growth YoY

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust's mid-pack asset rank among Construction and all filers

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust vs every filed plan by assets

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

$5,612,710 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

Swank Enterprises Inc Davis-Bacon Pension Plan and 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. Swank Enterprises Inc Davis-Bacon Pension Plan and Trust sits mid-pack in the medium band (150 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810302197 · Swank Enterprises Inc PY 2023 · Money Purchase

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust · $6M · 150 · 46th

  • TYPE $6M
  • NET 150
  • BOOK 46th
  • VS-ST Money Purchase
  • BOY near X-L Plastics, Inc. Money Purchase Plan
  • SCH ind #4046

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 Construction retirement plans → · Plans in Montana →

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in the asset neighbourhood

Police Athletic League, Inc. Money Purchase PlanPolice Athletic League, Inc.…$6MGreeley County Health Services Inc. Employees Pension PlanGreeley County Health Servic…$6MNew Haven Legal Assistance Money Purchase PlanNew Haven Legal Assistance M…$6MSwank Enterprises Inc Davis-Bacon Pension Plan and TrustSwank Enterprises Inc Davis-…$6MX-L Plastics, Inc. Money Purchase PlanX-L Plastics, Inc. Money Pur…$6M
End-of-year total assets ($M) among Swank Enterprises Inc Davis-Bacon Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Swank Enterprises Inc multi-year asset trail

Sponsor-wide plan assets over time

All Swank Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$52M 941.6905207853606% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $5.03M $52.4M ▲ +941.0%
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 EIN810302197
Plan Effective Date1993-09-01
Filing StatusFILING 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 Scatter plot of 6 data points. -100001000200030004000 -1000100200300 Total assets ($M) Participants Swank Enterprises Inc Davis-Bacon Pension Plan and Trust, Total assets ($M): 5.61271 · Participants: 150Swank Enterprises Inc Davis-Bacon Pension Plan and TrustBillings Clinic Pension Plan, Total assets ($M): 236.512701 · Participants: 3355Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 84.728635 · Participants: 1750Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 36.655369 · Participants: 517Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 19.007306 · Participants: 227Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 17.49545 · Participants: 418Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Swank Enterprises Inc Davis-Bacon Pension Plan and Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Swank Enterprises Inc Davis-Bacon Pension Plan and Trust side-by-side with 3 peers →

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is X-L Plastics, Inc. Money Purchase Plan in NJ ($6M); by covered participants it is Lincoln Non-Union Pension Plan in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Swank Enterprises Inc Davis-Bacon Pension Plan and Trust assets move in 2023? ▼
Swank Enterprises Inc Davis-Bacon Pension Plan and Trust grew at a solid clip - up 11.7% during 2023, from $5M to $6M. Reported net income was $586K.
How have Swank Enterprises Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swank Enterprises Inc's sponsor-wide assets grew 941.7%, from $5M to $52M.
Which Money Purchase plans are similar in size to Swank Enterprises Inc Davis-Bacon Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is X-L Plastics, Inc. Money Purchase Plan in NJ ($6M, 33 participants).
Which Money Purchase plans cover a similar participant headcount to Swank Enterprises Inc Davis-Bacon Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lincoln Non-Union Pension Plan in CA (150 participants, $9M 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 810302197.

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.