401(k) · DOL Form 5500 · 2023

Swa Group 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
271
Participants Below avg headcount
90th
Percentile by assets National rank
$303,066
Avg per participant High balance/head
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Official DOL plan name: Swa Group Profit Sharing and Savings Plan · Sponsored by Swa Group · California · Professional & Technical Services

$82M in assets, 271 participants

Swa Group's Swa Group Profit Sharing and Savings Plan reported $82M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,513 in Professional & Technical Services (20,321 peers)

Coverage in California

Swa Group Profit Sharing and Savings Plan covers 271 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $82M.

#18,513
in Professional & Technical Services (20,321 peers)
+1.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Swa Group Profit Sharing and Savings Plan's outsized position by total assets

Swa Group Profit Sharing and Savings Plan vs every filed plan by assets

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

$82,130,965 Top 10% higher than 90% 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

Swa Group Profit Sharing and Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swa Group Profit Sharing and Savings Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swa Group Profit Sharing and Savings Plan reported net income fell from $9M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Swa Group Profit Sharing and Savings Plan reported participants rose from 266 in the plan year 2022 filing to 271 in the plan year 2023 filing.
  • Swa Group Profit Sharing and Savings Plan end-of-year assets rose from $81M in the plan year 2022 filing to $82M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941483448 · Swa Group PY 2023 · 401(k)

Swa Group Profit Sharing and Savings Plan · $82M · 271 · 90th

  • PHOTO $82M
  • PHOTO 271
  • PHOTO 90th
  • PHOTO 401(k)
  • PHOTO near Bridge Investment Group 401(k) Retirement Plan
  • PHOTO ind #18513

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 California →

Swa Group Profit Sharing and Savings Plan in the asset neighbourhood

The Proconex Group 401(k) PlanThe Proconex Group 401(k) Pl…$82MThe West Clinic 401(k) and Profit Sharing PlanThe West Clinic 401(k) and P…$82MSwa Group Profit Sharing and Savings PlanSwa Group Profit Sharing and…$82MBridge Investment Group 401(k) Retirement PlanBridge Investment Group 401(…$82MHealth New England 401(k) Retirement PlanHealth New England 401(k) Re…$82M
End-of-year total assets ($M) among Swa Group Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$82M
Net Income$1M
Employer EIN941483448
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swa Group)

Sponsor-wide plan assets over time

All Swa Group plans reported in each filing year

Latest sponsor-wide plan assets
$125M 12.15735754309176% vs 2022
2024 filing year
$110M$115M$120M$125M$130M 202220232024 $112M $125M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 523 $112M
2023 2 560 $115M
2024 2 527 $125M

Nearby 401(k) Plans in California

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

Swa Group Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Swa Group Profit Sharing and Savings Plan, Total assets ($B): 0.082130965 · Participants: 271Swa Group Profit Sharing and Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Swa Group Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Swa Group Profit Sharing and Savings Plan side-by-side with 3 peers →

Swa Group Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bridge Investment Group 401(k) Retirement Plan in UT ($82M); by covered participants it is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Swa Group Profit Sharing and Savings Plan assets move in 2023? ▼
Swa Group Profit Sharing and Savings Plan edged up modestly - up 1.8% during 2023, from $81M to $82M. Reported net income was $1M.
How have Swa Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swa Group's sponsor-wide assets grew 12.2%, from $112M to $125M.
Where does Swa Group Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Swa Group Profit Sharing and Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Swa Group Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bridge Investment Group 401(k) Retirement Plan in UT ($82M, 2,064 participants).
Which 401(k) plans cover a similar participant headcount to Swa Group Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants, $96M 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 941483448.

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.