401(k) · DOL Form 5500 · 2023

Swyfft Holdings LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 151
Participants Small participant base: 51st
Percentile by assets National rank: $46,327
Avg per participant Low balance/head

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Official DOL plan name: Swyfft Holdings LLC 401(k) Plan · Sponsored by Swyfft Holdings LLC · New Jersey · Finance & Insurance

$7M in assets, 151 participants

Swyfft Holdings LLC's Swyfft Holdings LLC 401(k) Plan reported $7M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#3,243 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Swyfft Holdings LLC 401(k) Plan covers 151 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $7M.

#3,243
in Finance & Insurance (8,869 peers): +55.7%
assets growth YoY

Swyfft Holdings LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Swyfft Holdings LLC 401(k) Plan vs every filed plan by assets

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

$6,995,436 Top 49% higher than 51% 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

Swyfft Holdings LLC 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. Swyfft Holdings LLC 401(k) Plan sits mid-pack in the medium band (151 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Swyfft Holdings LLC 401(k) Plan reported net income rose from $498K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Swyfft Holdings LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Swyfft Holdings LLC 401(k) Plan reported participants rose from 140 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 843889715 · Swyfft Holdings LLC PY 2023 · 401(k)

Swyfft Holdings LLC 401(k) Plan · $7M · 151 · 51st

BOY $7M
SCH 151
EBSA 51st
PART 401(k)
TYPE near Cfi Management LLC
NET ind #3243

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 Finance & Insurance retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among Swyfft Holdings LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$7M
Net Income	$3M
Employer EIN	843889715
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Swyfft Holdings LLC)

Latest sponsor-wide plan assets: $11M 146.91555582864098% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	140	$4M
2023	1	151	$7M
2024	1	176	$11M

Nearby 401(k) Plans in New Jersey

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

Swyfft Holdings LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Swyfft Holdings LLC 401(k) Plan side-by-side with 3 peers →

Swyfft Holdings LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Cfi Management LLC in MD ($7M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Cfi Management LLC (MD) $7M · 19
Staffscapes, Inc. 401(k) Profit Sharing Plan (CO) $7M · 907
The Woodlands Christian Academy 403(b) Plan (TX) $7M · 184
Selip & Stylianou, LLP 401(k) Savings Plan (NY) $7M · 141

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

Air Conditioning Innovative Solutions 401(k) Plan (TX) 151 · 0 off
Healthcorp Inc 401(k) Profit Sharing Plan & Trust (PA) 151 · 0 off
Milo's Hamburgers 401(k) Plan (AL) 151 · 0 off
Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan (CT) 151 · 0 off

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 Swyfft Holdings LLC 401(k) Plan assets move in 2023? ▼

Swyfft Holdings LLC 401(k) Plan surged - up 55.7% during 2023, from $4M to $7M. Reported net income was $3M.

How have Swyfft Holdings LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Swyfft Holdings LLC's sponsor-wide assets grew 146.9%, from $4M to $11M.

Which 401(k) plans are similar in size to Swyfft Holdings LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cfi Management LLC in MD ($7M, 19 participants).

Which 401(k) plans cover a similar participant headcount to Swyfft Holdings LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 843889715.