ESOP · DOL Form 5500 · 2023

Swift & Staley Inc. ESOP

Data updated 2026-08-25

$56M
Total assets Below avg plan size
64
Participants Small participant base
87th
Percentile by assets National rank
$868,452
Avg per participant High balance/head
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Official DOL plan name: Swift & Staley Inc. Employee Stock Ownership Plan · Sponsored by Swift & Staley Inc. · Kentucky · Administrative & Support Services

$56M in assets, 64 participants

Swift & Staley Inc.'s Swift & Staley Inc. Employee Stock Ownership Plan reported $56M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,085 in Administrative & Support Services (4,372 peers)

Where Swift & Staley Inc. Employee Stock Ownership Plan sits by assets

Swift & Staley Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $56M for 64 participants (~$868,452/participant), up 5.3% in 2023.

#4,085
in Administrative & Support Services (4,372 peers)
+5.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Swift & Staley Inc. Employee Stock Ownership Plan's outsized position by total assets

Swift & Staley Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$55,580,907 Top 13% higher than 87% 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

Swift & Staley Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swift & Staley Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swift & Staley Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Swift & Staley Inc. Employee Stock Ownership Plan end-of-year assets rose from $53M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Swift & Staley Inc. Employee Stock Ownership Plan reported participants fell from 66 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610953661 · Swift & Staley Inc. PY 2023 · ESOP

Swift & Staley Inc. Employee Stock Ownership Plan · $56M · 64 · 87th

  • BOOK $56M
  • BOOK 64
  • BOOK 87th
  • BOOK ESOP
  • BOOK near S&j Supply Company, Inc. Employee Stock Ownership Plan
  • BOOK ind #4085

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 What is an ESOP? → · Plans in Kentucky →

Swift & Staley Inc. Employee Stock Ownership Plan in the asset neighbourhood

Birkey's Employee Stock Ownership PlanBirkey's Employee Stock Owne…$56MSwift & Staley Inc. Employee Stock Ownership PlanSwift & Staley Inc. Employee…$56MS&j Supply Company, Inc. Employee Stock Ownership PlanS&j Supply Company, Inc. Emp…$55MJ. P. Express Employee Stock Ownership PlanJ. P. Express Employee Stock…$55MTower Products ESOP$55M
End-of-year total assets ($M) among Swift & Staley Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$48M
Net Income$3M
Employer EIN610953661
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swift & Staley Inc.)

Sponsor-wide plan assets over time

All Swift & Staley Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 20.122575796060467% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63.5M $76.3M ▲ +20.1%
Year Plans Participants Total Assets
2022 2 180 $64M
2023 2 204 $68M
2024 2 243 $76M

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Swift & Staley Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Swift & Staley Inc. Employee Stock Ownership Plan, Total assets ($B): 0.055580907 · Participants: 64Swift & Staley Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Swift & Staley Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Swift & Staley Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Swift & Staley Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is S&j Supply Company, Inc. Employee Stock Ownership Plan in CA ($55M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Swift & Staley Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Swift & Staley Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2023, from $53M to $56M. Reported net income was $3M.
How have Swift & Staley Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swift & Staley Inc.'s sponsor-wide assets grew 20.1%, from $64M to $76M.
Where does Swift & Staley Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Swift & Staley Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Swift & Staley Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is S&j Supply Company, Inc. Employee Stock Ownership Plan in CA ($55M, 33 participants).
Which ESOP plans cover a similar participant headcount to Swift & Staley Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants, $26M 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 610953661.

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.