401(k) · DOL Form 5500 · 2023

Swope Health Services 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
513
Participants Below avg headcount
79th
Percentile by assets National rank
$58,427
Avg per participant Low balance/head
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Official DOL plan name: Swope Health Services Retirement Plan · Sponsored by Swope Health Services · Missouri · Healthcare & Social Assistance

$30M in assets, 513 participants

Swope Health Services's Swope Health Services Retirement Plan reported $30M in total assets and 513 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,558 in Healthcare & Social Assistance (17,684 peers)

Where Swope Health Services Retirement Plan sits by assets

Swope Health Services Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 513 participants (~$58,427/participant), up 10.4% in 2023.

#14,558
in Healthcare & Social Assistance (17,684 peers)
+10.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Swope Health Services Retirement Plan's outsized position by total assets

Swope Health Services Retirement Plan vs every filed plan by assets

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

$29,973,215 Top 21% higher than 79% 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

Swope Health Services Retirement 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. Swope Health Services Retirement Plan sits mid-pack in the medium band (513 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swope Health Services Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Swope Health Services Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Swope Health Services Retirement Plan reported participants rose from 498 in the plan year 2022 filing to 513 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430957840 · Swope Health Services PY 2023 · 401(k)

Swope Health Services Retirement Plan · $30M · 513 · 79th

  • BOY $30M
  • SCH 513
  • EBSA 79th
  • PART 401(k)
  • TYPE near Pace Communications, Inc. Profit Sharing Plan
  • NET ind #14558

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Swope Health Services Retirement Plan in the asset neighbourhood

Delaware Claims Processing Facility, LLC. 401(k) PlanDelaware Claims Processing F…$30MSwope Health Services Retirement PlanSwope Health Services Retire…$30MPace Communications, Inc. Profit Sharing PlanPace Communications, Inc. Pr…$30MRedmane Technology, LLC Retirement Savings PlanRedmane Technology, LLC Reti…$30MThe Beach Company Employees' 401(k) PlanThe Beach Company Employees'…$30M
End-of-year total assets ($M) among Swope Health Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN430957840
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swope Health Services)

Sponsor-wide plan assets over time

All Swope Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$31M 15.904042230487676% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $27.2M $31.5M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 498 $27M
2023 1 513 $30M
2024 1 508 $31M

Nearby 401(k) Plans in Missouri

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

Swope Health Services Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Swope Health Services Retirement Plan, Total assets ($B): 0.029973215 · Participants: 513Swope Health Services Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Swope Health Services Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Swope Health Services Retirement Plan side-by-side with 3 peers →

Swope Health Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Pace Communications, Inc. Profit Sharing Plan in NC ($30M); by covered participants it is Southwood Realty 401(k) Plan in NC (513 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (513 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 Swope Health Services Retirement Plan assets move in 2023? ▼
Swope Health Services Retirement Plan grew at a solid clip - up 10.4% during 2023, from $27M to $30M. Reported net income was $3M.
How have Swope Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swope Health Services's sponsor-wide assets grew 15.9%, from $27M to $31M.
Where does Swope Health Services Retirement Plan rank by assets among Form 5500 filers? ▼
Swope Health Services Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Swope Health Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pace Communications, Inc. Profit Sharing Plan in NC ($30M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Swope Health Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southwood Realty 401(k) Plan in NC (513 participants, $5M 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 430957840.

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.