ESOP · DOL Form 5500 · 2023
Swca, Incorporated ESOP
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 1,030
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $104,510
- Avg per participant Below avg balance/head
Official DOL plan name: Swca, Inc Employee Stock Ownership Plan and Trust · Sponsored by Swca, Incorporated · Arizona · Professional & Technical Services
$108M in assets, 1,030 participants
Swca, Incorporated's Swca, Inc Employee Stock Ownership Plan and Trust reported $108M in total assets and 1,030 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,876 in Professional & Technical Services (20,321 peers)
Where Swca, Inc Employee Stock Ownership Plan and Trust sits by assets
Swca, Inc Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $108M for 1,030 participants (~$104,510/participant), up 43.2% in 2023.
- #18,876
- in Professional & Technical Services (20,321 peers)
- +43.2%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Swca, Inc Employee Stock Ownership Plan and Trust's outsized position by total assets
Swca, Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$107,645,770 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Swca, Inc Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swca, Inc Employee Stock Ownership Plan and Trust lands in the large band (1,030 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swca, Inc Employee Stock Ownership Plan and Trust reported net income rose from $6M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Swca, Inc Employee Stock Ownership Plan and Trust end-of-year assets rose from $75M in the plan year 2022 filing to $108M in the plan year 2023 filing.
- Swca, Inc Employee Stock Ownership Plan and Trust reported participants rose from 826 in the plan year 2022 filing to 1,030 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860483317 · Swca, Incorporated PY 2023 · ESOP
Swca, Inc Employee Stock Ownership Plan and Trust · $108M · 1,030 · 92nd
- BOY $108M
- BOY 1,030
- BOY 92nd
- BOY ESOP
- BOY near Miller Electric Company Employee Stock Ownership Plan and Trust
- BOY ind #18876
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 Arizona →
Swca, Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $32M |
| Employer EIN | 860483317 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swca, Incorporated)
Sponsor-wide plan assets over time
All Swca, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $189M 51.491617931611% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,970 | $125M |
| 2023 | 2 | 2,391 | $169M |
| 2024 | 2 | 2,927 | $189M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.1B · 2,392
- U-Haul Holding Company Employee Stock Ownership Plan $619M · 19,740
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Pima Medical Institute Employee Stock Ownership Plan $216M · 1,057
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
Swca, Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Miller Electric Company Employee Stock Ownership Plan and Trust in FL ($108M); by covered participants it is Precision Walls, Inc. Employee Stock Ownership Plan in NC (1,028 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- Miller Electric Company Employee Stock Ownership Plan and Trust (FL) $108M · 559
- Ppl Employee Stock Ownership Plan (PA) $108M · 1,388
- Braun Intertec ESOP Retirement Plan (MN) $108M · 1,010
- Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan (OH) $107M · 179
Similar participant headcount
Nearest other-state filings by covered participants (1,030 participants); asset peers above are excluded.
- Precision Walls, Inc. Employee Stock Ownership Plan (NC) 1,028 · 2 off
- Colonial Group, Inc. Employee Stock Ownership Plan (GA) 1,034 · 4 off
- Acme Truck Employee Stock Ownership Plan (LA) 1,040 · 10 off
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust (OH) 1,019 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.