Profit Sharing · DOL Form 5500 · 2023
S.W. Management LLC Profit Sharing Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $123,506
- Avg per participant Near avg balance/head
Official DOL plan name: S.W. Management LLC Profit Sharing Plan · Sponsored by S.W. Management LLC · New York · Real Estate
$17M in assets, 137 participants
S.W. Management LLC's S.W. Management LLC Profit Sharing Plan reported $17M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #3,993 in Real Estate (4,727 peers)
Coverage in New York
S.W. Management LLC Profit Sharing Plan covers 137 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $17M.
- #3,993
- in Real Estate (4,727 peers)
- +21.0%
- assets growth YoY
S.W. Management LLC Profit Sharing Plan's outsized position by total assets
S.W. Management LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,920,382 Top 30% higher than 70% 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
S.W. Management LLC Profit Sharing 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. S.W. Management LLC Profit Sharing Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- S.W. Management LLC Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- S.W. Management LLC Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133919718 · S.W. Management LLC PY 2023 · Profit Sharing
S.W. Management LLC Profit Sharing Plan · $17M · 137 · 70th
- 5500 $17M
- 5500 137
- 5500 70th
- 5500 Profit Sharing
- 5500 near IBEW Local 688 Retirement Fund
- 5500 ind #3993
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 Real Estate retirement plans → · Plans in New York →
S.W. Management LLC Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 133919718 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S.W. Management LLC)
Sponsor-wide plan assets over time
All S.W. Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 39.30795035765148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $14M |
| 2023 | 1 | 137 | $17M |
| 2024 | 1 | 132 | $19M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
S.W. Management LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is IBEW Local 688 Retirement Fund in OH ($17M); by covered participants it is The Contractors Retirement Plan in FL (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- IBEW Local 688 Retirement Fund (OH) $17M · 183
- Nebco, Inc. Salaried Profit Sharing Plan (NE) $17M · 137
- Bedford Nugent Corp. Employees Profit Sharing Plan (IN) $17M · 2
- Ritewood Inc Retirement Plan (ID) $17M · 113
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- The Contractors Retirement Plan (FL) 137 · 0 off
- Family Centered Services of Alaska, Inc. 403(b) Plan (AK) 137 · 0 off
- Honeywell Secured Benefit Plan (NC) 137 · 0 off
- M & F Western Products Profit Sharing Plan (TX) 136 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.