ESOP · DOL Form 5500 · 2022
Swca, Incorporated ESOP
Data updated 2026-08-11
- $75M
- Total assets
- 826
- Participants
- 91st
- Percentile by assets
- $91,034
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $75M
- total plan assets (2022 EOY)
- 826
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $91,034
- avg assets per participant
Swca, Inc Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Swca, Inc Employee Stock Ownership Plan and Trust outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $6M |
| Employer EIN | 860483317 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swca, Incorporated)
| 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
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Swca, Inc Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Swca, Inc Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Swca, Inc Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Arizona. Compare plans
- Swca, Incorporated's sponsor-wide assets have grown 51.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans