401(k) · DOL Form 5500 · 2023

Swift Supply, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
129
Participants Small participant base
31st
Percentile by assets National rank
$16,902
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swift Supply 401(k) Retirement Investment Plan · Sponsored by Swift Supply, Inc. · Alabama · Retail Trade

$2M in assets, 129 participants

Swift Supply, Inc.'s Swift Supply 401(k) Retirement Investment Plan reported $2M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,659 in Retail Trade (8,414 peers)

Coverage in Alabama

Swift Supply 401(k) Retirement Investment Plan covers 129 participants in Alabama, about 36% of the average Alabama filer (state average ~360 per filing). Assets: $2M.

#3,659
in Retail Trade (8,414 peers)
+35.0%
assets growth YoY

Swift Supply 401(k) Retirement Investment Plan among the smaller filed plans by assets

Swift Supply 401(k) Retirement Investment Plan vs every filed plan by assets

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

$2,180,403 31st percentile higher than 31% 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

Swift Supply 401(k) Retirement Investment 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. Swift Supply 401(k) Retirement Investment Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swift Supply 401(k) Retirement Investment Plan reported net income rose from -$278K in the plan year 2022 filing to $565K in the plan year 2023 filing.
  • Swift Supply 401(k) Retirement Investment Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Swift Supply 401(k) Retirement Investment Plan reported participants rose from 96 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 631162398 · Swift Supply, Inc. PY 2023 · 401(k)

Swift Supply 401(k) Retirement Investment Plan · $2M · 129 · 31st

  • EOY $2M
  • 5500 129
  • ASSETS 31st
  • PCT 401(k)
  • EIN near Caresense Health 401(k)
  • RANK ind #3659

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 Alabama →

Swift Supply 401(k) Retirement Investment Plan in the asset neighbourhood

Swift Supply 401(k) Retirement Investment PlanSwift Supply 401(k) Retireme…$2MCaresense Health 401(k)$2MChildren of America Retirement Savings PlanChildren of America Retireme…$2MEmpire Distribution, Inc. 401(k) P/S PlanEmpire Distribution, Inc. 40…$2MTate & Lyle Grain, Retirement Savings PlanTate & Lyle Grain, Retiremen…$2M
End-of-year total assets ($M) among Swift Supply 401(k) Retirement Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$565K
Employer EIN631162398
Plan Effective Date2019-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swift Supply, Inc.)

Sponsor-wide plan assets over time

All Swift Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $1.61M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 96 $2M
2023 1 129 $2M
2024 1 138 N/A

Nearby 401(k) Plans in Alabama

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

Swift Supply 401(k) Retirement Investment Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Swift Supply 401(k) Retirement Investment Plan, Total assets ($B): 0.002180403 · Participants: 129Swift Supply 401(k) Retirement Investment PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Swift Supply 401(k) Retirement Investment Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Swift Supply 401(k) Retirement Investment Plan side-by-side with 3 peers →

Swift Supply 401(k) Retirement Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Caresense Health 401(k) in NJ ($2M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Swift Supply 401(k) Retirement Investment Plan assets move in 2023? ▼
Swift Supply 401(k) Retirement Investment Plan surged - up 35.0% during 2023, from $2M to $2M. Reported net income was $565K.
Which 401(k) plans are similar in size to Swift Supply 401(k) Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caresense Health 401(k) in NJ ($2M, 525 participants).
Which 401(k) plans cover a similar participant headcount to Swift Supply 401(k) Retirement Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 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 631162398.

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.