Money Purchase · DOL Form 5500 · 2023

Swift and Mccormick Metal Processor Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
29th
Percentile by assets National rank
$168,899
Avg per participant Above avg balance/head
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Official DOL plan name: Standardized Combination Prototype Plan · Sponsored by Swift and Mccormick Metal Processor · Oregon · Manufacturing

$2M in assets, 10 participants

Swift and Mccormick Metal Processor's Standardized Combination Prototype Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,529 in Manufacturing (18,722 peers)

Swift and Mccormick Metal Processor multi-year trail

Swift and Mccormick Metal Processor's plans moved +33.7% in assets from 2022 to 2024; this filing shows Standardized Combination Prototype Plan at $2M / 10 participants.

#2,529
in Manufacturing (18,722 peers)
+21.5%
assets growth YoY

Standardized Combination Prototype Plan among the smaller filed plans by assets

Standardized Combination Prototype Plan vs every filed plan by assets

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

$1,688,990 29th percentile higher than 29% 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

Standardized Combination Prototype Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Standardized Combination Prototype Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Standardized Combination Prototype Plan reported net income rose from -$489K in the plan year 2022 filing to $298K in the plan year 2023 filing.
  • Standardized Combination Prototype Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Standardized Combination Prototype Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930595049 · Swift and Mccormick Metal Processor PY 2023 · Money Purchase

Standardized Combination Prototype Plan · $2M · 10 · 29th

  • VS-ST $2M
  • VS-ST 10
  • VS-ST 29th
  • VS-ST Money Purchase
  • VS-ST near The Toolworks, Inc. Money Purchase Plan & Trust
  • VS-ST ind #2529

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 →

Standardized Combination Prototype Plan in the asset neighbourhood

Gas Pipe, Inc Mppp$2MWellmont Hawkins County Memorial Hospital Pension PlanWellmont Hawkins County Memo…$2MLegal Aid Society of Nassau County, N.Y. Money Purchase Pension PlanLegal Aid Society of Nassau …$2MStandardized Combination Prototype PlanStandardized Combination Pro…$2MThe Toolworks, Inc. Money Purchase Plan & TrustThe Toolworks, Inc. Money Pu…$2M
End-of-year total assets ($M) among Standardized Combination Prototype Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Swift and Mccormick Metal Processor multi-year asset trail

Sponsor-wide plan assets over time

All Swift and Mccormick Metal Processor plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.74023493677877% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.48M $4.65M ▲ +33.6%
Year Plans Participants Total Assets
2022 2 22 $3M
2023 2 20 $4M
2024 2 20 $5M

Swift and Mccormick Metal Processor filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$298K
Employer EIN930595049
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Oregon

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Standardized Combination Prototype Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Standardized Combination Prototype Plan, Total assets ($B): 0.00168899 · Participants: 10Standardized Combination Prototype PlanInternational Brotherhood of Electrical Workers District No.9 Pension Plan, Total assets ($B): 2.3381513 · Participants: 28784International Brotherhood of Electrical Workers District No.9 Pension PlanNorthwest Permanente, P.C. Retirement Plan - Mpp Aspect, Total assets ($B): 0.966192011 · Participants: 1517Northwest Permanente, P.C. Retirement Plan - Mpp AspectCascade Pension Trust Money Purchase Pension Plan, Total assets ($B): 0.374630622 · Participants: 2092Cascade Pension Trust Money Purchase Pension PlanSamaritan Health Services Retirement Plan, Total assets ($B): 0.28877694 · Participants: 5389Samaritan Health Services Retirement PlanLocal Union 598 Supplemental Pension Plan, Total assets ($B): 0.142516759 · Participants: 611Local Union 598 Supplemental Pension Plan
Standardized Combination Prototype Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Standardized Combination Prototype Plan side-by-side with 3 peers →

Standardized Combination Prototype Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is The Toolworks, Inc. Money Purchase Plan & Trust in CA ($2M); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Standardized Combination Prototype Plan assets move in 2023? ▼
Standardized Combination Prototype Plan grew sharply - up 21.5% during 2023, from $1M to $2M. Reported net income was $298K.
How have Swift and Mccormick Metal Processor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swift and Mccormick Metal Processor's sponsor-wide assets grew 33.7%, from $3M to $5M.
Which Money Purchase plans are similar in size to Standardized Combination Prototype Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Toolworks, Inc. Money Purchase Plan & Trust in CA ($2M, 65 participants).
Which Money Purchase plans cover a similar participant headcount to Standardized Combination Prototype Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (10 participants, $4M 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 930595049.

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.