401(k) · DOL Form 5500 · 2023

Swoon Group, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
537
Participants Below avg headcount
51st
Percentile by assets National rank
$13,021
Avg per participant Low balance/head
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Official DOL plan name: Swoon Group, LLC Retirement Plan · Sponsored by Swoon Group, LLC · Illinois · Administrative & Support Services

$7M in assets, 537 participants

Swoon Group, LLC's Swoon Group, LLC Retirement Plan reported $7M in total assets and 537 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,139 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Swoon Group, LLC Retirement Plan ranks #3,139 of 4,372 2023 filers by assets (413% of the sector average)-$7M for 537 participants.

#3,139
in Administrative & Support Services (4,372 peers)
+31.7%
assets growth YoY

Swoon Group, LLC Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Swoon Group, LLC Retirement Plan vs every filed plan by assets

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

$6,992,091 Top 49% higher than 51% 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

Swoon Group, LLC Retirement 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. Swoon Group, LLC Retirement Plan sits mid-pack in the medium band (537 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swoon Group, LLC Retirement Plan reported net income rose from $727K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Swoon Group, LLC Retirement Plan reported participants rose from 346 in the plan year 2022 filing to 537 in the plan year 2023 filing.
  • Swoon Group, LLC Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270610400 · Swoon Group, LLC PY 2023 · 401(k)

Swoon Group, LLC Retirement Plan · $7M · 537 · 51st

  • PHOTO $7M
  • PHOTO 537
  • PHOTO 51st
  • PHOTO 401(k)
  • PHOTO near Dutchess Cars LLC 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #3139

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 Administrative & Support Services retirement plans → · Plans in Illinois →

Swoon Group, LLC Retirement Plan in the asset neighbourhood

Swoon Group, LLC Retirement PlanSwoon Group, LLC Retirement …$7MDutchess Cars LLC 401(k) Profit Sharing Plan & TrustDutchess Cars LLC 401(k) Pro…$7MDonald G. Bohning & Associates, Inc. Employees' Profit Sharing PlanDonald G. Bohning & Associat…$7MPadgett, Inc. Retirement Savings PlanPadgett, Inc. Retirement Sav…$7M401(k) Profit-Sharing Plan for Employees of Information & Referral Federation of Los Angeles County401(k) Profit-Sharing Plan f…$7M
End-of-year total assets ($M) among Swoon Group, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN270610400
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swoon Group, LLC)

Sponsor-wide plan assets over time

All Swoon Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 65.53292805300774% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.31M $8.79M ▲ +65.5%
Year Plans Participants Total Assets
2022 1 346 $5M
2023 1 537 $7M
2024 1 410 $9M

Nearby 401(k) Plans in Illinois

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

Swoon Group, LLC Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Swoon Group, LLC Retirement Plan, Total assets ($B): 0.006992091 · Participants: 537Swoon Group, LLC Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Swoon Group, LLC Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Swoon Group, LLC Retirement Plan side-by-side with 3 peers →

Swoon Group, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dutchess Cars LLC 401(k) Profit Sharing Plan & Trust in NY ($7M); by covered participants it is Del Real Foods, LLC 401(k) Plan in CA (537 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (537 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 Swoon Group, LLC Retirement Plan assets move in 2023? ▼
Swoon Group, LLC Retirement Plan surged - up 31.7% during 2023, from $5M to $7M. Reported net income was $2M.
How have Swoon Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swoon Group, LLC's sponsor-wide assets grew 65.5%, from $5M to $9M.
Which 401(k) plans are similar in size to Swoon Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dutchess Cars LLC 401(k) Profit Sharing Plan & Trust in NY ($7M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Swoon Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Del Real Foods, LLC 401(k) Plan in CA (537 participants, $8M 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 270610400.

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.