401(k) · DOL Form 5500 · 2023

Swartz Taliaferro Swartz and Goodove PC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
37th
Percentile by assets National rank
$257,478
Avg per participant Above avg balance/head
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Official DOL plan name: Swartz Taliaferro Swartz and Goodove PC Savings Plan · Sponsored by Swartz Taliaferro Swartz and Goodove PC · Virginia · Professional & Technical Services

$3M in assets, 13 participants

Swartz Taliaferro Swartz and Goodove PC's Swartz Taliaferro Swartz and Goodove PC Savings Plan reported $3M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,982 in Professional & Technical Services (20,321 peers)

Swartz Taliaferro Swartz and Goodove PC multi-year trail

Swartz Taliaferro Swartz and Goodove PC's plans moved +27.7% in assets from 2022 to 2024; this filing shows Swartz Taliaferro Swartz and Goodove PC Savings Plan at $3M / 13 participants.

#6,982
in Professional & Technical Services (20,321 peers)
+17.1%
assets growth YoY

Swartz Taliaferro Swartz and Goodove PC Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Swartz Taliaferro Swartz and Goodove PC Savings Plan vs every filed plan by assets

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

$3,347,211 37th percentile higher than 37% 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

Swartz Taliaferro Swartz and Goodove PC Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swartz Taliaferro Swartz and Goodove PC Savings Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swartz Taliaferro Swartz and Goodove PC Savings Plan reported net income rose from -$665K in the plan year 2022 filing to $490K in the plan year 2023 filing.
  • Swartz Taliaferro Swartz and Goodove PC Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Swartz Taliaferro Swartz and Goodove PC Savings Plan reported participants fell from 15 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541160814 · Swartz Taliaferro Swartz and Goodove PC PY 2023 · 401(k)

Swartz Taliaferro Swartz and Goodove PC Savings Plan · $3M · 13 · 37th

  • EIN $3M
  • EIN 13
  • EIN 37th
  • EIN 401(k)
  • EIN near Spira Manufacturing Corporation 401(k) Profit Sharing Plan
  • EIN ind #6982

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Swartz Taliaferro Swartz and Goodove PC Savings Plan in the asset neighbourhood

Swartz Taliaferro Swartz and Goodove PC Savings PlanSwartz Taliaferro Swartz and…$3MSpira Manufacturing Corporation 401(k) Profit Sharing PlanSpira Manufacturing Corporat…$3MIndependent Energy Producers 401(k) Profit Sharing Plan & TrustIndependent Energy Producers…$3MAccruepartners, Inc. 401(k) Profit Sharing Plan and TrustAccruepartners, Inc. 401(k) …$3MAmeri-Tech Kidney Center P.a. 401(k) Profit Sharing PlanAmeri-Tech Kidney Center P.a…$3M
End-of-year total assets ($M) among Swartz Taliaferro Swartz and Goodove PC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Swartz Taliaferro Swartz and Goodove PC multi-year asset trail

Sponsor-wide plan assets over time

All Swartz Taliaferro Swartz and Goodove PC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.722927122802265% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.37M $6.86M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 30 $5M
2023 2 26 $6M
2024 2 28 $7M

Swartz Taliaferro Swartz and Goodove PC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$490K
Employer EIN541160814
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Swartz Taliaferro Swartz and Goodove PC Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Swartz Taliaferro Swartz and Goodove PC Savings Plan, Total assets ($B): 0.003347211 · Participants: 13Swartz Taliaferro Swartz and Goodove PC Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Swartz Taliaferro Swartz and Goodove PC Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Swartz Taliaferro Swartz and Goodove PC Savings Plan side-by-side with 3 peers →

Swartz Taliaferro Swartz and Goodove PC Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Spira Manufacturing Corporation 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Swartz Taliaferro Swartz and Goodove PC Savings Plan assets move in 2023? ▼
Swartz Taliaferro Swartz and Goodove PC Savings Plan grew sharply - up 17.1% during 2023, from $3M to $3M. Reported net income was $490K.
How have Swartz Taliaferro Swartz and Goodove PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swartz Taliaferro Swartz and Goodove PC's sponsor-wide assets grew 27.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Swartz Taliaferro Swartz and Goodove PC Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spira Manufacturing Corporation 401(k) Profit Sharing Plan in CA ($3M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Swartz Taliaferro Swartz and Goodove PC Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 541160814.

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.