401(k) · DOL Form 5500 · 2023

Swanson-Fahrney Ford Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
165
Participants Small participant base
56th
Percentile by assets National rank
$53,813
Avg per participant Low balance/head
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Official DOL plan name: Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan · Sponsored by Swanson-Fahrney Ford Sales, Inc. · California · Retail Trade

$9M in assets, 165 participants

Swanson-Fahrney Ford Sales, Inc.'s Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan reported $9M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,596 in Retail Trade (8,414 peers)

Coverage in California

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $9M.

#5,596
in Retail Trade (8,414 peers)
+22.2%
assets growth YoY

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,879,148 Top 44% higher than 56% 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-Fahrney Ford Sales, Inc. Employee 401(k) 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. Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan reported participants rose from 131 in the plan year 2022 filing to 165 in the plan year 2023 filing.
  • Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942188636 · Swanson-Fahrney Ford Sales, Inc. PY 2023 · 401(k)

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan · $9M · 165 · 56th

  • VS-ST $9M
  • VS-ST 165
  • VS-ST 56th
  • VS-ST 401(k)
  • VS-ST near Keystone Powdered Metal Company Retirement Plan
  • VS-ST ind #5596

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 Retail Trade retirement plans → · Plans in California →

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan in the asset neighbourhood

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing PlanSwanson-Fahrney Ford Sales, …$9MKeystone Powdered Metal Company Retirement PlanKeystone Powdered Metal Comp…$9MGlenn Machine Works, Inc. 401(k) PlanGlenn Machine Works, Inc. 40…$9MAvon & West Hartford Health Centers 401(k) PlanAvon & West Hartford Health …$9MEtix, Inc. Retirement Savings PlanEtix, Inc. Retirement Saving…$9M
End-of-year total assets ($M) among Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN942188636
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanson-Fahrney Ford Sales, Inc.)

Sponsor-wide plan assets over time

All Swanson-Fahrney Ford Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 45.478538469881514% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.27M $10.6M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 131 $7M
2023 1 165 $9M
2024 1 186 $11M

Nearby 401(k) Plans in California

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

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan, Total assets ($B): 0.008879148 · Participants: 165Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan side-by-side with 3 peers →

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Keystone Powdered Metal Company Retirement Plan in PA ($9M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan assets move in 2023? ▼
Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan grew sharply - up 22.2% during 2023, from $7M to $9M. Reported net income was $2M.
How have Swanson-Fahrney Ford Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanson-Fahrney Ford Sales, Inc.'s sponsor-wide assets grew 45.5%, from $7M to $11M.
Which 401(k) plans are similar in size to Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keystone Powdered Metal Company Retirement Plan in PA ($9M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 942188636.

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.