ESOP · DOL Form 5500 · 2023
Swissturn/USA, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $88,774
- Avg per participant Below avg balance/head
Official DOL plan name: Swissturn/USA, Inc. Employee Stock Ownership Plan · Sponsored by Swissturn/USA, Inc. · Massachusetts · Manufacturing
$5M in assets, 53 participants
Swissturn/USA, Inc.'s Swissturn/USA, Inc. Employee Stock Ownership Plan reported $5M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #4,942 in Manufacturing (18,722 peers)
Swissturn/USA, Inc. multi-year trail
Swissturn/USA, Inc.'s plans moved -54.9% in assets from 2022 to 2024; this filing shows Swissturn/USA, Inc. Employee Stock Ownership Plan at $5M / 53 participants.
- #4,942
- in Manufacturing (18,722 peers)
- -38.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Swissturn/USA, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Swissturn/USA, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,705,019 43rd percentile higher than 43% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Swissturn/USA, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swissturn/USA, Inc. Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swissturn/USA, Inc. Employee Stock Ownership Plan reported net income fell from -$1M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Swissturn/USA, Inc. Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Swissturn/USA, Inc. Employee Stock Ownership Plan reported participants rose from 51 in the plan year 2022 filing to 53 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042943867 · Swissturn/USA, Inc. PY 2023 · ESOP
Swissturn/USA, Inc. Employee Stock Ownership Plan · $5M · 53 · 43rd
- EOY $5M
- EOY 53
- EOY 43rd
- EOY ESOP
- EOY near Total Truck Parts, Inc. Employee Stock Ownership Plan
- EOY ind #4942
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 What is an ESOP? → · Plans in Massachusetts →
Swissturn/USA, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Swissturn/USA, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Swissturn/USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 54.86001312702994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $8M |
| 2023 | 1 | 53 | $5M |
| 2024 | 1 | 51 | $3M |
Swissturn/USA, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | -$3M |
| Employer EIN | 042943867 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
- The Gillette Company Employee Stock Ownership Plan $349M · 174
- Shawmut Group Employee Stock Ownership Plan $274M · 716
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
- Eastern Bank Employee Stock Ownership Plan $213M · 1,778
Swissturn/USA, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Total Truck Parts, Inc. Employee Stock Ownership Plan in FL ($5M); by covered participants it is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (53 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.