401(k) · DOL Form 5500 · 2023

Swanson, Martin & Bell, LLP 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
189
Participants Below avg headcount
90th
Percentile by assets National rank
$426,926
Avg per participant High balance/head
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Official DOL plan name: Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan · Sponsored by Swanson, Martin & Bell, LLP · Illinois · Professional & Technical Services

$81M in assets, 189 participants

Swanson, Martin & Bell, LLP's Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan reported $81M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,489 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan covers 189 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $81M.

#18,489
in Professional & Technical Services (20,321 peers)
+10.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$80,688,925 Top 10% higher than 90% 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, Martin & Bell, LLP 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, Martin & Bell, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan reported net income rose from -$20M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $73M in the plan year 2022 filing to $81M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363825975 · Swanson, Martin & Bell, LLP PY 2023 · 401(k)

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan · $81M · 189 · 90th

  • ASSETS $81M
  • PCT 189
  • EIN 90th
  • RANK 401(k)
  • PHOTO near Fci Constructors, Inc. Profit Sharing Plan
  • IND ind #18489

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 Illinois →

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Pacific Cataract and Laser Institute, Inc. PC 401(k) PlanPacific Cataract and Laser I…$81MSwanson, Martin & Bell, LLP 401(k) Profit Sharing PlanSwanson, Martin & Bell, LLP …$81MFci Constructors, Inc. Profit Sharing PlanFci Constructors, Inc. Profi…$81MThe Transtar Employees Retirement Savings PlanThe Transtar Employees Retir…$81MIdaho Central Credit Union 401(k) PlanIdaho Central Credit Union 4…$81M
End-of-year total assets ($M) among Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$81M
Net Income$8M
Employer EIN363825975
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanson, Martin & Bell, LLP)

Sponsor-wide plan assets over time

All Swanson, Martin & Bell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$93M 27.898607065663306% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.1M $93.4M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 190 $73M
2023 1 189 $81M
2024 1 191 $93M

Nearby 401(k) Plans in Illinois

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

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.080688925 · Participants: 189Swanson, Martin & Bell, LLP 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Fci Constructors, Inc. Profit Sharing Plan in CO ($81M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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, Martin & Bell, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan grew at a solid clip - up 10.4% during 2023, from $73M to $81M. Reported net income was $8M.
How have Swanson, Martin & Bell, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanson, Martin & Bell, LLP's sponsor-wide assets grew 27.9%, from $73M to $93M.
Where does Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fci Constructors, Inc. Profit Sharing Plan in CO ($81M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants, N/A 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 363825975.

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.