Profit Sharing · DOL Form 5500 · 2023

Swirl Corp. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
20
Participants Small participant base
52nd
Percentile by assets National rank
$369,757
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nestle Professional Employees Retirement Plan · Sponsored by Swirl Corp. · Puerto Rico · Manufacturing

$7M in assets, 20 participants

Swirl Corp.'s Nestle Professional Employees Retirement Plan reported $7M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,880 in Manufacturing (18,722 peers)

What the 2023 filing shows

Nestle Professional Employees Retirement Plan holds $7M for 20 participants - about $369,757 per participant, above the median plan by assets.

#6,880
in Manufacturing (18,722 peers)
+5.4%
assets growth YoY

Nestle Professional Employees Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Nestle Professional Employees Retirement Plan vs every filed plan by assets

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

$7,395,142 Top 48% higher than 52% 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

Nestle Professional Employees Retirement 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. Nestle Professional Employees Retirement Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nestle Professional Employees Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $382K in the plan year 2023 filing.
  • Nestle Professional Employees Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Nestle Professional Employees Retirement Plan reported participants fell from 21 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660720233 · Swirl Corp. PY 2023 · Profit Sharing

Nestle Professional Employees Retirement Plan · $7M · 20 · 52nd

  • EOY $7M
  • EOY 20
  • EOY 52nd
  • EOY Profit Sharing
  • EOY near Andrews Brothers, Inc. Employees Profit Sharing Plan and Trust
  • EOY ind #6880

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 Manufacturing retirement plans → · Plans in Puerto Rico →

Nestle Professional Employees Retirement Plan in the asset neighbourhood

Nestle Professional Employees Retirement PlanNestle Professional Employee…$7MAndrews Brothers, Inc. Employees Profit Sharing Plan and TrustAndrews Brothers, Inc. Emplo…$7MValley Gastroenterology Medical Group Profit Sharing PlanValley Gastroenterology Medi…$7MPand Corporation Profit Sharing PlanPand Corporation Profit Shar…$7MThe Charles Stube Company Inc. Profit Sharing PlanThe Charles Stube Company In…$7M
End-of-year total assets ($M) among Nestle Professional Employees Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$382K
Employer EIN660720233
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swirl Corp.)

Sponsor-wide plan assets over time

All Swirl Corp. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $19.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 35 $20M
2023 2 33 $20M
2024 1 13 N/A

Nearby Profit Sharing Plans in Puerto Rico

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

Nestle Professional Employees Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Nestle Professional Employees Retirement Plan, Total assets ($M): 7.395142 · Participants: 20Nestle Professional Employees Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Nestle Professional Employees Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Nestle Professional Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Andrews Brothers, Inc. Employees Profit Sharing Plan and Trust in MI ($7M); by covered participants it is Herman Born & Sons, Inc. Profit Sharing Plan in MD (20 participants). Same-state nearby plans are listed separately above.

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 Nestle Professional Employees Retirement Plan assets move in 2023?
Nestle Professional Employees Retirement Plan grew at a solid clip - up 5.4% during 2023, from $7M to $7M. Reported net income was $382K.
Which Profit Sharing plans are similar in size to Nestle Professional Employees Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Andrews Brothers, Inc. Employees Profit Sharing Plan and Trust in MI ($7M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Nestle Professional Employees Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Herman Born & Sons, Inc. Profit Sharing Plan in MD (20 participants, $1M in assets).