401(k)
2023 plan-year 401(k) DOL Form 5500

SWINERTON 401(K) & SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SWINERTON INCORPORATED

This 401(k) plan holds $748M in total assets and serves 2,380 participants as of 2023. It is sponsored by SWINERTON INCORPORATED in California. The plan reported positive net income of $64M for the year.

Total Assets (2023)
$748M
Participants
2,380
State
Industry
Construction

What the Filing Says About SWINERTON 401(K) & SAVINGS PLAN

SWINERTON 401(K) & SAVINGS PLAN is a 401(k) retirement plan sponsored by SWINERTON INCORPORATED, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $748M in total end-of-year assets and covers 2,380 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 931132374, and the plan has been effective since 1962-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $687M at the beginning of 2023 to $748M at year-end — a gain of 8.8%. Net assets (after liabilities) closed the year at $748M, with reported net income of $64M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$687M
Total Assets (End of Year)$748M
Net Assets (End of Year)$748M
Net Income$64M
Plan Type401(k)
Employer EIN931132374
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SWINERTON INCORPORATED)

Year Plans Participants Total Assets
2022 1 2,147 $687M
2023 1 2,380 $748M
2024 1 2,606 $832M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the SWINERTON 401(K) & SAVINGS PLAN?
As of the 2023 Form 5500 filing, SWINERTON 401(K) & SAVINGS PLAN holds $748M in total assets with 2,380 participants. It is sponsored by SWINERTON INCORPORATED.
What type of plan is SWINERTON 401(K) & SAVINGS PLAN?
SWINERTON 401(K) & SAVINGS PLAN is a 401(k) plan. It has been effective since 1962-01-01. The plan is filed with the U.S. Department of Labor under EIN 931132374.
Who sponsors the SWINERTON 401(K) & SAVINGS PLAN?
SWINERTON 401(K) & SAVINGS PLAN is sponsored by SWINERTON INCORPORATED, located in California. The sponsor's EIN is 931132374 and the plan operates in the Construction industry.
How did SWINERTON 401(K) & SAVINGS PLAN perform in 2023?
SWINERTON 401(K) & SAVINGS PLAN grew by 8.8% during 2023, moving from $687M to $748M in total assets. Net income was $64M.
Where can I find official filings for SWINERTON 401(K) & SAVINGS PLAN?
Official Form 5500 filings for SWINERTON 401(K) & SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 931132374 or plan name at efast.dol.gov.
How does SWINERTON 401(K) & SAVINGS PLAN compare to other plans?
You can compare SWINERTON 401(K) & SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 931132374.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.