401(k) · DOL Form 5500 · 2023

Swanson Russell 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
171
Participants Small participant base
73rd
Percentile by assets National rank
$119,759
Avg per participant Near avg balance/head
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Official DOL plan name: Swanson Russell 401(k) Retirement Plan · Sponsored by Swanson Russell · Nebraska · Professional & Technical Services

$20M in assets, 171 participants

Swanson Russell's Swanson Russell 401(k) Retirement Plan reported $20M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,830 in Professional & Technical Services (20,321 peers)

Coverage in Nebraska

Swanson Russell 401(k) Retirement Plan covers 171 participants in Nebraska, about 31% of the average Nebraska filer (state average ~552 per filing). Assets: $20M.

#14,830
in Professional & Technical Services (20,321 peers)
-1.4%
assets change YoY

The plan reported a net loss of $289K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swanson Russell 401(k) Retirement Plan's outsized position by total assets

Swanson Russell 401(k) Retirement Plan vs every filed plan by assets

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

$20,478,749 Top 27% higher than 73% 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

Swanson Russell 401(k) 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. Swanson Russell 401(k) Retirement Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swanson Russell 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to -$289K in the plan year 2023 filing.
  • Swanson Russell 401(k) Retirement Plan reported participants rose from 153 in the plan year 2022 filing to 171 in the plan year 2023 filing.
  • Swanson Russell 401(k) Retirement Plan end-of-year assets fell from $21M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470467331 · Swanson Russell PY 2023 · 401(k)

Swanson Russell 401(k) Retirement Plan · $20M · 171 · 73rd

  • SCH $20M
  • EBSA 171
  • PART 73rd
  • TYPE 401(k)
  • NET near Maletis Beverage 401(k) Retirement Plan
  • BOOK ind #14830

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 Professional & Technical Services retirement plans → · Plans in Nebraska →

Swanson Russell 401(k) Retirement Plan in the asset neighbourhood

Swanson Russell 401(k) Retirement PlanSwanson Russell 401(k) Retir…$20MMaletis Beverage 401(k) Retirement PlanMaletis Beverage 401(k) Reti…$20MTax Deferred Savings & Profit Sharing Plan of Specialty Steel Treating, Inc.Tax Deferred Savings & Profi…$20MDaniel J. Quirk Inc. Retirement Savings PlanDaniel J. Quirk Inc. Retirem…$20MDetroit Diesel UAW 412 Savings PlanDetroit Diesel UAW 412 Savin…$20M
End-of-year total assets ($M) among Swanson Russell 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income-$289K
Employer EIN470467331
Plan Effective Date1967-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanson Russell)

Sponsor-wide plan assets over time

All Swanson Russell plans reported in each filing year

Latest sponsor-wide plan assets
$23M 12.152179905886715% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.8M $23.3M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 153 $21M
2023 1 171 $20M
2024 1 156 $23M

Nearby 401(k) Plans in Nebraska

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

Swanson Russell 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Swanson Russell 401(k) Retirement Plan, Total assets ($B): 0.020478749 · Participants: 171Swanson Russell 401(k) Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Swanson Russell 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Swanson Russell 401(k) Retirement Plan side-by-side with 3 peers →

Swanson Russell 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Maletis Beverage 401(k) Retirement Plan in OR ($20M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Swanson Russell 401(k) Retirement Plan assets move in 2023? ▼
Swanson Russell 401(k) Retirement Plan edged down modestly - down 1.4% during 2023, from $21M to $20M. Reported net income was -$289K.
How have Swanson Russell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanson Russell's sponsor-wide assets grew 12.2%, from $21M to $23M.
Which 401(k) plans are similar in size to Swanson Russell 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maletis Beverage 401(k) Retirement Plan in OR ($20M, 387 participants).
Which 401(k) plans cover a similar participant headcount to Swanson Russell 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 470467331.

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.