ESOP · DOL Form 5500 · 2022

Swca, Incorporated ESOP

Data updated 2026-08-25

$75M
Total assets Below avg plan size
826
Participants Near avg headcount
91st
Percentile by assets National rank
$91,034
Avg per participant Below avg balance/head
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Official DOL plan name: Swca, Inc Employee Stock Ownership Plan and Trust · Sponsored by Swca, Incorporated · Arizona · Professional & Technical Services

$75M in assets, 826 participants

Swca, Incorporated's Swca, Inc Employee Stock Ownership Plan and Trust reported $75M in total assets and 826 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,876 in Professional & Technical Services (21,562 peers)

Where Swca, Inc Employee Stock Ownership Plan and Trust sits by assets

Swca, Inc Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $75M for 826 participants (~$91,034/participant), up 8.2% in 2022.

#19,876
in Professional & Technical Services (21,562 peers)
+8.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Swca, Inc Employee Stock Ownership Plan and Trust's outsized position by total assets

Swca, Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$75,194,160 Top 9% higher than 91% of 139,123 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 2022

Swca, Inc Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swca, Inc Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (826 participants).

Plan-year Form 5500 strip

Filing strip 860483317 · Swca, Incorporated PY 2022 · ESOP

Swca, Inc Employee Stock Ownership Plan and Trust · $75M · 826 · 91st

  • 5500 $75M
  • 5500 826
  • 5500 91st
  • 5500 ESOP
  • 5500 near Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #19876

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 What is an ESOP? → · Plans in Arizona →

Swca, Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood

Lift, Inc. Employee Stock Ownership PlanLift, Inc. Employee Stock Ow…$75MDvl Group, Inc. Employee Stock Ownership PlanDvl Group, Inc. Employee Sto…$75MSwca, Inc Employee Stock Ownership Plan and TrustSwca, Inc Employee Stock Own…$75MAlliance Holdings, Inc. Employee Stock Ownership Plan and TrustAlliance Holdings, Inc. Empl…$75MNation Safe Drivers Employee Stock Ownership PlanNation Safe Drivers Employee…$75M
End-of-year total assets ($M) among Swca, Inc Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$75M
Net Income$6M
Employer EIN860483317
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swca, Incorporated)

Sponsor-wide plan assets over time

All Swca, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$189M 51.491617931611% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $125M $189M ▲ +51.5%
Year Plans Participants Total Assets
2022 2 1,970 $125M
2023 2 2,391 $169M
2024 2 2,927 $189M

Nearby ESOP Plans in Arizona

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

Swca, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 0200400600800 Total assets ($M) Participants Swca, Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 75.19416 · Participants: 826Swca, Inc Employee Stock Ownership Plan and TrustThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership Plan
Swca, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Swca, Inc Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Swca, Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust in PA ($75M); by covered participants it is Rli Corp. Employee Stock Ownership Plan in IL (826 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (826 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Swca, Inc Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Swca, Inc Employee Stock Ownership Plan and Trust grew at a solid clip - up 8.2% during 2022, from $69M to $75M. Reported net income was $6M.
How have Swca, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swca, Incorporated's sponsor-wide assets grew 51.5%, from $125M to $189M.
Where does Swca, Inc Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Swca, Inc Employee Stock Ownership Plan and Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Swca, Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust in PA ($75M, 50 participants).
Which ESOP plans cover a similar participant headcount to Swca, Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Rli Corp. Employee Stock Ownership Plan in IL (826 participants, $342M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860483317.

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.