Other · DOL Form 5500 · 2023

Smw Engineering Group, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
140
Participants Small participant base
31st
Percentile by assets National rank
$14,424
Avg per participant Low balance/head
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Official DOL plan name: Smw Engineering Group, Inc. 401(k) Plan · Sponsored by Smw Engineering Group, Inc. · Alabama · Professional & Technical Services

$2M in assets, 140 participants

Smw Engineering Group, Inc.'s Smw Engineering Group, Inc. 401(k) Plan reported $2M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,401 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Smw Engineering Group, Inc. 401(k) Plan covers 140 participants in Alabama, about 39% of the average Alabama filer (state average ~360 per filing). Assets: $2M.

#5,401
in Professional & Technical Services (20,321 peers)
+44.4%
assets growth YoY

Smw Engineering Group, Inc. 401(k) Plan among the smaller filed plans by assets

Smw Engineering Group, Inc. 401(k) Plan vs every filed plan by assets

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

$2,019,369 31st percentile higher than 31% 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

Smw Engineering Group, Inc. 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. Smw Engineering Group, Inc. 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smw Engineering Group, Inc. 401(k) Plan reported net income rose from $252K in the plan year 2022 filing to $621K in the plan year 2023 filing.
  • Smw Engineering Group, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Smw Engineering Group, Inc. 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621246244 · Smw Engineering Group, Inc. PY 2023 · Other

Smw Engineering Group, Inc. 401(k) Plan · $2M · 140 · 31st

  • IND $2M
  • IND 140
  • IND 31st
  • IND Other
  • IND near Valley Vista Care Corporation 403(b) Employee Savings Plan
  • IND ind #5401

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Smw Engineering Group, Inc. 401(k) Plan in the asset neighbourhood

Smw Engineering Group, Inc. 401(k) PlanSmw Engineering Group, Inc. …$2MValley Vista Care Corporation 403(b) Employee Savings PlanValley Vista Care Corporatio…$2MDimmit Regional Hospital 403(b) PlanDimmit Regional Hospital 403…$2MDimmit Regional Hospital 403(b) PlanDimmit Regional Hospital 403…$2M403(b) Thrift Plan of Alliance Center for Education, Inc.403(b) Thrift Plan of Allian…$2M
End-of-year total assets ($M) among Smw Engineering Group, Inc. 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$621K
Employer EIN621246244
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smw Engineering Group, Inc.)

Sponsor-wide plan assets over time

All Smw Engineering Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 64.68620779189195% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.4M $2.3M ▲ +64.3%
Year Plans Participants Total Assets
2022 1 113 $1M
2023 1 140 $2M
2024 1 141 $2M

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

Smw Engineering Group, Inc. 401(k) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Smw Engineering Group, Inc. 401(k) Plan, Total assets ($B): 0.002019369 · Participants: 140Smw Engineering Group, Inc. 401(k) PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
Smw Engineering Group, Inc. 401(k) Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Smw Engineering Group, Inc. 401(k) Plan side-by-side with 3 peers →

Smw Engineering Group, Inc. 401(k) Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Valley Vista Care Corporation 403(b) Employee Savings Plan in ID ($2M); by covered participants it is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants). Same-state nearby plans are listed separately above.

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 Smw Engineering Group, Inc. 401(k) Plan assets move in 2023? ▼
Smw Engineering Group, Inc. 401(k) Plan surged - up 44.4% during 2023, from $1M to $2M. Reported net income was $621K.
How have Smw Engineering Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smw Engineering Group, Inc.'s sponsor-wide assets grew 64.7%, from $1M to $2M.
Which Other plans are similar in size to Smw Engineering Group, Inc. 401(k) Plan? ▼
Among Other plans in other states, the closest by assets is Valley Vista Care Corporation 403(b) Employee Savings Plan in ID ($2M, 183 participants).
Which Other plans cover a similar participant headcount to Smw Engineering Group, Inc. 401(k) Plan? ▼
Among Other plans in other states, the closest by covered participants is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants, $24M 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 621246244.

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.