401(k) · DOL Form 5500 · 2023

Swartley Bros. Engineers, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
243
Participants Below avg headcount
69th
Percentile by assets National rank
$67,774
Avg per participant Below avg balance/head
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Official DOL plan name: Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan · Sponsored by Swartley Bros. Engineers, Inc. · Pennsylvania · Construction

$16M in assets, 243 participants

Swartley Bros. Engineers, Inc.'s Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan reported $16M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,105 in Construction (9,030 peers)

Coverage in Pennsylvania

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan covers 243 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#6,105
in Construction (9,030 peers)
+11.8%
assets growth YoY

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan's outsized position by total assets

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan vs every filed plan by assets

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

$16,468,984 Top 31% higher than 69% 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

Swartley Bros. Engineers, Inc. Employee 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. Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan reported participants fell from 396 in the plan year 2022 filing to 243 in the plan year 2023 filing.
  • Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231296376 · Swartley Bros. Engineers, Inc. PY 2023 · 401(k)

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan · $16M · 243 · 69th

  • EBSA $16M
  • EBSA 243
  • EBSA 69th
  • EBSA 401(k)
  • EBSA near Doctors Anesthesia Service of Columbus Inc 401(k) Profit Sharing Plan
  • EBSA ind #6105

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 Construction retirement plans → · Plans in Pennsylvania →

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan in the asset neighbourhood

Swartley Bros. Engineers, Inc. Employee Profit Sharing PlanSwartley Bros. Engineers, In…$16MDoctors Anesthesia Service of Columbus Inc 401(k) Profit Sharing PlanDoctors Anesthesia Service o…$16MRastelli Brothers, Inc. 401(k) Salary Reduction PlanRastelli Brothers, Inc. 401(…$16MLanco Employees Retirement/ Profit Sharing PlanLanco Employees Retirement/ …$16MHighlight Technologies Inc 401(k) PlanHighlight Technologies Inc 4…$16M
End-of-year total assets ($M) among Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN231296376
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swartley Bros. Engineers, Inc.)

Sponsor-wide plan assets over time

All Swartley Bros. Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 30.363911799863068% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.7M $19.2M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 396 $15M
2023 1 243 $16M
2024 1 208 $19M

Nearby 401(k) Plans in Pennsylvania

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

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan, Total assets ($B): 0.016468984 · Participants: 243Swartley Bros. Engineers, Inc. Employee Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan side-by-side with 3 peers →

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Doctors Anesthesia Service of Columbus Inc 401(k) Profit Sharing Plan in OH ($16M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan assets move in 2023? ▼
Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan grew at a solid clip - up 11.8% during 2023, from $15M to $16M. Reported net income was $2M.
How have Swartley Bros. Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swartley Bros. Engineers, Inc.'s sponsor-wide assets grew 30.4%, from $15M to $19M.
Which 401(k) plans are similar in size to Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doctors Anesthesia Service of Columbus Inc 401(k) Profit Sharing Plan in OH ($16M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 participants, $2M 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 231296376.

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.