Profit Sharing · DOL Form 5500 · 2023

James R Swab Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: James R Swab, Cpa Keogh Plan · Sponsored by James R Swab · Maryland · Professional & Technical Services

$2M in assets, 1 participants

James R Swab's James R Swab, Cpa Keogh Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,991 in Professional & Technical Services (20,321 peers)

James R Swab multi-year trail

James R Swab's plans moved +11.0% in assets from 2022 to 2024; this filing shows James R Swab, Cpa Keogh Plan at $2M / 1 participant.

#5,991
in Professional & Technical Services (20,321 peers)
+1.3%
assets growth YoY

James R Swab, Cpa Keogh Plan among the smaller filed plans by assets

James R Swab, Cpa Keogh Plan vs every filed plan by assets

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

$2,467,636 33rd percentile higher than 33% 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

James R Swab, Cpa Keogh Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James R Swab, Cpa Keogh Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James R Swab, Cpa Keogh Plan reported net income rose from -$785K in the plan year 2022 filing to $31K in the plan year 2023 filing.
  • James R Swab, Cpa Keogh Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521329777 · James R Swab PY 2023 · Profit Sharing

James R Swab, Cpa Keogh Plan · $2M · 1 · 33rd

  • TYPE $2M
  • NET 1
  • BOOK 33rd
  • VS-ST Profit Sharing
  • BOY near Allergy & Asthma Specialists, PC Profit Sharing Plan
  • SCH ind #5991

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 Maryland →

James R Swab, Cpa Keogh Plan in the asset neighbourhood

James R Swab, Cpa Keogh Plan$2MAllergy & Asthma Specialists, PC Profit Sharing PlanAllergy & Asthma Specialists…$2MProfit Sharing Plan for Gonchigari NarayanaProfit Sharing Plan for Gonc…$2MMooseluck Associates, Inc. Profit Sharing PlanMooseluck Associates, Inc. P…$2MBurris Hennessy & Co Profit Sharing Plan & Trust AgreementBurris Hennessy & Co Profit …$2M
End-of-year total assets ($M) among James R Swab, Cpa Keogh Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

James R Swab multi-year asset trail

Sponsor-wide plan assets over time

All James R Swab plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.988089639192648% vs 2022
2024 filing year
$2.4M$2.5M$2.6M$2.7M$2.8M 202220232024 $2.44M $2.7M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

James R Swab filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$31K
Employer EIN521329777
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

James R Swab, Cpa Keogh Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants James R Swab, Cpa Keogh Plan, Total assets ($B): 0.002467636 · Participants: 1James R Swab, Cpa Keogh PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
James R Swab, Cpa Keogh Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare James R Swab, Cpa Keogh Plan side-by-side with 3 peers →

James R Swab, Cpa Keogh Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Allergy & Asthma Specialists, PC Profit Sharing Plan in GA ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 James R Swab, Cpa Keogh Plan assets move in 2023? ▼
James R Swab, Cpa Keogh Plan edged up modestly - up 1.3% during 2023, from $2M to $2M. Reported net income was $31K.
How have James R Swab plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James R Swab's sponsor-wide assets grew 11.0%, from $2M to $3M.
Which Profit Sharing plans are similar in size to James R Swab, Cpa Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Allergy & Asthma Specialists, PC Profit Sharing Plan in GA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to James R Swab, Cpa Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 521329777.

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.