Other · DOL Form 5500 · 2023
Swords to Plowshares Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 189
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $50,304
- Avg per participant Low balance/head
Official DOL plan name: Swords to Plowshares 403(b) Plan · Sponsored by Swords to Plowshares · California · Healthcare & Social Assistance
$10M in assets, 189 participants
Swords to Plowshares's Swords to Plowshares 403(b) Plan reported $10M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,163 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Swords to Plowshares 403(b) Plan covers 189 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $10M.
- #11,163
- in Healthcare & Social Assistance (17,684 peers)
- +18.1%
- assets growth YoY
Swords to Plowshares 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Swords to Plowshares 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,507,480 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Swords to Plowshares 403(b) 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. Swords to Plowshares 403(b) Plan sits mid-pack in the medium band (189 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swords to Plowshares 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Swords to Plowshares 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Swords to Plowshares 403(b) Plan reported participants rose from 179 in the plan year 2022 filing to 189 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 942260626 · Swords to Plowshares PY 2023 · Other
Swords to Plowshares 403(b) Plan · $10M · 189 · 57th
- RANK $10M
- RANK 189
- RANK 57th
- RANK Other
- RANK near Anoka County Community Action Program, Inc. 403(b) Retirement Plan
- RANK ind #11163
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Swords to Plowshares 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 942260626 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swords to Plowshares)
Sponsor-wide plan assets over time
All Swords to Plowshares plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 33.428340563026545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $8M |
| 2023 | 1 | 189 | $10M |
| 2024 | 1 | 189 | $11M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Swords to Plowshares 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Anoka County Community Action Program, Inc. 403(b) Retirement Plan in MN ($10M); by covered participants it is Hospice of the Good Shepherd, Inc. 403(b) Plan in MA (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.
- Hospice of the Good Shepherd, Inc. 403(b) Plan (MA) 189 · 0 off
- Spie Retirement Plan (WA) 189 · 0 off
- 403(b) Thrift Plan of Aspiro, Inc. (WI) 189 · 0 off
- Oregon Shakespeare Festival Association Matching Retirement Plan & Trust (OR) 189 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.