SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

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

SWANSON GROUP, INC.

This 401(k) plan holds $61M in total assets and serves 755 participants as of 2023. It is sponsored by SWANSON GROUP, INC. in Oregon. The plan reported positive net income of $11M for the year.

Total Assets (2023)

$61M

Participants

755

State

Oregon

Industry

Manufacturing

What the Filing Says About SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN

SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is a 401(k) retirement plan sponsored by SWANSON GROUP, INC., headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $61M in total end-of-year assets and covers 755 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 930475444, and the plan has been effective since 1990-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $50M at the beginning of 2023 to $61M at year-end — a gain of 22.4%. Net assets (after liabilities) closed the year at $61M, with reported net income of $11M 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)	$50M
Total Assets (End of Year)	$61M
Net Assets (End of Year)	$61M
Net Income	$11M
Plan Type	401(k)
Employer EIN	930475444
Plan Effective Date	1990-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (SWANSON GROUP, INC.)

Year	Plans	Participants	Total Assets
2022	1	774	$50M
2023	1	755	$61M
2024	1	741	$64M

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Frequently Asked Questions

How much money is in the SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN? ▼

As of the 2023 Form 5500 filing, SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN holds $61M in total assets with 755 participants. It is sponsored by SWANSON GROUP, INC..

What type of plan is SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN? ▼

SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is a 401(k) plan. It has been effective since 1990-10-01. The plan is filed with the U.S. Department of Labor under EIN 930475444.

Who sponsors the SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN? ▼

SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is sponsored by SWANSON GROUP, INC., located in Oregon. The sponsor's EIN is 930475444 and the plan operates in the Manufacturing industry.

How did SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN perform in 2023? ▼

SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN grew by 22.4% during 2023, moving from $50M to $61M in total assets. Net income was $11M.

Where can I find official filings for SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN? ▼

Official Form 5500 filings for SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930475444 or plan name at efast.dol.gov.

How does SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN compare to other plans? ▼

You can compare SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.