ESOP · DOL Form 5500 · 2023
Swca, Incorporated ESOP
Data updated 2026-08-11
- $108M
- Total assets
- 1,030
- Participants
- 92nd
- Percentile by assets
- $104,510
- Avg per participant
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.
- 92nd percentile by assets (of 127,072 plans)
- #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.
- $108M
- total plan assets (2023 EOY)
- 1,030
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $104,510
- avg assets per participant
Where Swca, Inc Employee Stock Ownership Plan and Trust sits 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
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.
Swca, Inc Employee Stock Ownership Plan and Trust vs the 2023 asset distribution
By assets, Swca, Inc Employee Stock Ownership Plan and Trust outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Swca, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Swca, Inc Employee Stock Ownership Plan and Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Swca, Inc Employee Stock Ownership Plan and Trust assets move in 2023? ▼
How have Swca, Incorporated plan assets changed over time? ▼
Where does Swca, Inc Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Swca, Inc Employee Stock Ownership Plan and Trust? ▼
Next read for Swca, Inc Employee Stock Ownership Plan …
Scale reading
Ways to act on Swca, Inc Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Swca, Inc Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- Swca, Incorporated's sponsor-wide assets have grown 51.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans