401(k) · DOL Form 5500 · 2023

Swickard Corporation 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
1,655
Participants Near avg headcount
82nd
Percentile by assets National rank
$22,255
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swickard Auto Group Retirement Plan · Sponsored by Swickard Corporation · Oregon · Retail Trade

$37M in assets, 1,655 participants

Swickard Corporation's Swickard Auto Group Retirement Plan reported $37M in total assets and 1,655 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,551 in Retail Trade (8,414 peers)

Coverage in Oregon

Swickard Auto Group Retirement Plan covers 1,655 participants in Oregon, 3.7x the typical Oregon plan (state average ~443 per filing). Assets: $37M.

#7,551
in Retail Trade (8,414 peers)
+16.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Swickard Auto Group Retirement Plan's outsized position by total assets

Swickard Auto Group Retirement Plan vs every filed plan by assets

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

$36,831,403 Top 18% higher than 82% 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

Swickard Auto Group Retirement Plan'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. Swickard Auto Group Retirement Plan lands in the large band (1,655 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swickard Auto Group Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Swickard Auto Group Retirement Plan reported participants rose from 1,404 in the plan year 2022 filing to 1,655 in the plan year 2023 filing.
  • Swickard Auto Group Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453307099 · Swickard Corporation PY 2023 · 401(k)

Swickard Auto Group Retirement Plan · $37M · 1,655 · 82nd

  • IND $37M
  • IND 1,655
  • IND 82nd
  • IND 401(k)
  • IND near Sps North America Inc. 401(k) Plan
  • IND ind #7551

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 Retail Trade retirement plans → · Plans in Oregon →

Swickard Auto Group Retirement Plan in the asset neighbourhood

Iheart Media, Inc. 401(k) Savings Plan for Union EmployeesIheart Media, Inc. 401(k) Sa…$37MHarris Farms Savings and Investment PlanHarris Farms Savings and Inv…$37MMagnolia Plumbing Employee 401(k) & Profit Sharing PlanMagnolia Plumbing Employee 4…$37MSwickard Auto Group Retirement PlanSwickard Auto Group Retireme…$37MSps North America Inc. 401(k) PlanSps North America Inc. 401(k…$37M
End-of-year total assets ($M) among Swickard Auto Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN453307099
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swickard Corporation)

Sponsor-wide plan assets over time

All Swickard Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$46M 44.569204641867046% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.7M $45.9M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 1,404 $32M
2023 1 1,655 $37M
2024 1 2,066 $46M

Nearby 401(k) Plans in Oregon

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

Swickard Auto Group Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Swickard Auto Group Retirement Plan, Total assets ($B): 0.036831403 · Participants: 1655Swickard Auto Group Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Swickard Auto Group Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Swickard Auto Group Retirement Plan side-by-side with 3 peers →

Swickard Auto Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Sps North America Inc. 401(k) Plan in NY ($37M); by covered participants it is Cvp 401(k) Plan in OH (1,655 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,655 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 Swickard Auto Group Retirement Plan assets move in 2023? ▼
Swickard Auto Group Retirement Plan grew sharply - up 16.1% during 2023, from $32M to $37M. Reported net income was $5M.
How have Swickard Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swickard Corporation's sponsor-wide assets grew 44.6%, from $32M to $46M.
Where does Swickard Auto Group Retirement Plan rank by assets among Form 5500 filers? ▼
Swickard Auto Group Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Swickard Auto Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sps North America Inc. 401(k) Plan in NY ($37M, 2,219 participants).
Which 401(k) plans cover a similar participant headcount to Swickard Auto Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cvp 401(k) Plan in OH (1,655 participants, N/A 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 453307099.

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.