401(k) · DOL Form 5500 · 2023

Swope Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
23
Participants Small participant base
67th
Percentile by assets National rank
$661,254
Avg per participant High balance/head
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Official DOL plan name: Swope Medical Group Inc Profit Sharing 401(k) Plan · Sponsored by Swope Medical Group, Inc. · California · Healthcare & Social Assistance

$15M in assets, 23 participants

Swope Medical Group, Inc.'s Swope Medical Group Inc Profit Sharing 401(k) Plan reported $15M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,811 in Healthcare & Social Assistance (17,684 peers)

Swope Medical Group, Inc. multi-year trail

Swope Medical Group, Inc.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Swope Medical Group Inc Profit Sharing 401(k) Plan at $15M / 23 participants.

#12,811
in Healthcare & Social Assistance (17,684 peers)
+21.1%
assets growth YoY

Swope Medical Group Inc Profit Sharing 401(k) Plan's outsized position by total assets

Swope Medical Group Inc Profit Sharing 401(k) Plan vs every filed plan by assets

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

$15,208,840 Top 33% higher than 67% 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

Swope Medical Group Inc Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swope Medical Group Inc Profit Sharing 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swope Medical Group Inc Profit Sharing 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Swope Medical Group Inc Profit Sharing 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Swope Medical Group Inc Profit Sharing 401(k) Plan reported participants rose from 19 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942706692 · Swope Medical Group, Inc. PY 2023 · 401(k)

Swope Medical Group Inc Profit Sharing 401(k) Plan · $15M · 23 · 67th

  • BOOK $15M
  • BOOK 23
  • BOOK 67th
  • BOOK 401(k)
  • BOOK near Norwell Vna and Hospice 401(k) Plan & Trust
  • BOOK ind #12811

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Swope Medical Group Inc Profit Sharing 401(k) Plan in the asset neighbourhood

Swope Medical Group Inc Profit Sharing 401(k) PlanSwope Medical Group Inc Prof…$15MNorwell Vna and Hospice 401(k) Plan & TrustNorwell Vna and Hospice 401(…$15MSummit Healthcare Management LLCSummit Healthcare Management…$15ME. Gluck Corporation 401(k) PlanE. Gluck Corporation 401(k) …$15MArbor Acres 403(b) Plan$15M
End-of-year total assets ($M) among Swope Medical Group Inc Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Swope Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Swope Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.739774305847156% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $17.7M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 19 $13M
2023 1 23 $15M
2024 1 20 $18M

Swope Medical Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN942706692
Plan Effective Date1983-04-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Swope Medical Group Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Swope Medical Group Inc Profit Sharing 401(k) Plan, Total assets ($B): 0.01520884 · Participants: 23Swope Medical Group Inc Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Swope Medical Group Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Swope Medical Group Inc Profit Sharing 401(k) Plan side-by-side with 3 peers →

Swope Medical Group Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Norwell Vna and Hospice 401(k) Plan & Trust in MA ($15M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Swope Medical Group Inc Profit Sharing 401(k) Plan assets move in 2023? ▼
Swope Medical Group Inc Profit Sharing 401(k) Plan grew sharply - up 21.1% during 2023, from $13M to $15M. Reported net income was $3M.
How have Swope Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swope Medical Group, Inc.'s sponsor-wide assets grew 40.7%, from $13M to $18M.
Which 401(k) plans are similar in size to Swope Medical Group Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norwell Vna and Hospice 401(k) Plan & Trust in MA ($15M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Swope Medical Group Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 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 942706692.

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.