401(k) · DOL Form 5500 · 2023

Swanson Group, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
755
Participants Near avg headcount
87th
Percentile by assets National rank
$80,590
Avg per participant Below avg balance/head
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Official DOL plan name: Swanson Group, Inc. and Affiliated Companies Employee Savings Plan · Sponsored by Swanson Group, Inc. · Oregon · Manufacturing

$61M in assets, 755 participants

Swanson Group, Inc.'s Swanson Group, Inc. and Affiliated Companies Employee Savings Plan reported $61M in total assets and 755 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,261 in Manufacturing (18,722 peers)

Where Swanson Group, Inc. and Affiliated Companies Employee Savings Plan sits by assets

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan sits in the top quartile of all filed plans by assets, $61M for 755 participants (~$80,590/participant), up 22.4% in 2023.

#15,261
in Manufacturing (18,722 peers)
+22.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan's outsized position by total assets

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan vs every filed plan by assets

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

$60,845,266 Top 13% higher than 87% 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

Swanson Group, Inc. and Affiliated Companies Employee Savings 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. Swanson Group, Inc. and Affiliated Companies Employee Savings Plan sits mid-pack in the medium band (755 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swanson Group, Inc. and Affiliated Companies Employee Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Swanson Group, Inc. and Affiliated Companies Employee Savings Plan end-of-year assets rose from $50M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Swanson Group, Inc. and Affiliated Companies Employee Savings Plan reported participants fell from 774 in the plan year 2022 filing to 755 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930475444 · Swanson Group, Inc. PY 2023 · 401(k)

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan · $61M · 755 · 87th

  • IND $61M
  • IND 755
  • IND 87th
  • IND 401(k)
  • IND near Tf Cornerstone Inc. 401(k) Plan
  • IND ind #15261

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 Manufacturing retirement plans → · Plans in Oregon →

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan in the asset neighbourhood

Great Southern Bancorp, Inc. 401(k) PlanGreat Southern Bancorp, Inc.…$61MSwanson Group, Inc. and Affiliated Companies Employee Savings PlanSwanson Group, Inc. and Affi…$61MTf Cornerstone Inc. 401(k) PlanTf Cornerstone Inc. 401(k) P…$61MNasa Federal Credit Union 401(k) Profit Sharing Plan & TrustNasa Federal Credit Union 40…$61MThe Walton Electric Membership Corporation 401 K PlanThe Walton Electric Membersh…$61M
End-of-year total assets ($M) among Swanson Group, Inc. and Affiliated Companies Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$61M
Net Income$11M
Employer EIN930475444
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanson Group, Inc.)

Sponsor-wide plan assets over time

All Swanson Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 29.550521776763333% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $49.7M $64.4M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 774 $50M
2023 1 755 $61M
2024 1 741 $64M

Nearby 401(k) Plans in Oregon

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

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Swanson Group, Inc. and Affiliated Companies Employee Savings Plan, Total assets ($B): 0.060845266 · Participants: 755Swanson Group, Inc. and Affiliated Companies Employee Savings 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
Swanson Group, Inc. and Affiliated Companies Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Swanson Group, Inc. and Affiliated Companies Employee Savings Plan side-by-side with 3 peers →

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Tf Cornerstone Inc. 401(k) Plan in NY ($61M); by covered participants it is Tt Electronics 401(k) Retirement Plan in TX (755 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (755 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 Swanson Group, Inc. and Affiliated Companies Employee Savings Plan assets move in 2023? ▼
Swanson Group, Inc. and Affiliated Companies Employee Savings Plan grew sharply - up 22.4% during 2023, from $50M to $61M. Reported net income was $11M.
How have Swanson Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanson Group, Inc.'s sponsor-wide assets grew 29.6%, from $50M to $64M.
Where does Swanson Group, Inc. and Affiliated Companies Employee Savings Plan rank by assets among Form 5500 filers? ▼
Swanson Group, Inc. and Affiliated Companies Employee Savings Plan ranks in the 87th 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 Swanson Group, Inc. and Affiliated Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tf Cornerstone Inc. 401(k) Plan in NY ($61M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Swanson Group, Inc. and Affiliated Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tt Electronics 401(k) Retirement Plan in TX (755 participants, $69M 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 930475444.

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.