Profit Sharing · DOL Form 5500 · 2023
S.W. Management LLC Profit Sharing Plan
Data updated 2026-08-11
- $17M
- Total assets
- 137
- Participants
- 70th
- Percentile by assets
- $123,506
- Avg per participant
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.
- 70th percentile by assets (of 127,072 plans)
- #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.
- $17M
- total plan assets (2023 EOY)
- 137
- covered participants
- 70th
- percentile by assets (of 127,072 plans)
- $123,506
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. S.W. Management LLC Profit Sharing Plan reports 137 participants - about 17% of that state average ($17M EOY assets).
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)
| 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.
S.W. Management LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to S.W. Management LLC Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did S.W. Management LLC Profit Sharing Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on S.W. Management LLC Profit Sharing Plan's numbers.
- By total assets, S.W. Management LLC Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- S.W. Management LLC's sponsor-wide assets have grown 39.3% since 2022 across 3 plan years on file. More Real Estate plans