401(k) · DOL Form 5500 · 2023

Richard E. Swanson Farms, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
230
Participants Below avg headcount
65th
Percentile by assets National rank
$58,193
Avg per participant Low balance/head
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Official DOL plan name: Swansons Employees 401(k) Plan · Sponsored by Richard E. Swanson Farms, Inc. · California · Agriculture, Forestry & Fishing

$13M in assets, 230 participants

Richard E. Swanson Farms, Inc.'s Swansons Employees 401(k) Plan reported $13M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #916 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

Swansons Employees 401(k) Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $13M.

#916
in Agriculture, Forestry & Fishing (1,288 peers)
+15.6%
assets growth YoY

Swansons Employees 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Swansons Employees 401(k) Plan vs every filed plan by assets

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

$13,384,376 Top 35% higher than 65% 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

Swansons Employees 401(k) 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. Swansons Employees 401(k) Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swansons Employees 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Swansons Employees 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Swansons Employees 401(k) Plan reported participants fell from 270 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943006314 · Richard E. Swanson Farms, Inc. PY 2023 · 401(k)

Swansons Employees 401(k) Plan · $13M · 230 · 65th

  • BOOK $13M
  • VS-ST 230
  • BOY 65th
  • SCH 401(k)
  • EBSA near Rpi Consultants, LLC Retirement Plan
  • PART ind #916

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Swansons Employees 401(k) Plan in the asset neighbourhood

Swansons Employees 401(k) PlanSwansons Employees 401(k) Pl…$13MRpi Consultants, LLC Retirement PlanRpi Consultants, LLC Retirem…$13MMidwest Refrigerated 401(k) PlanMidwest Refrigerated 401(k) …$13MAdvanced Lubrication Specialties, 401(k) PlanAdvanced Lubrication Special…$13MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$13M
End-of-year total assets ($M) among Swansons Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN943006314
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard E. Swanson Farms, Inc.)

Sponsor-wide plan assets over time

All Richard E. Swanson Farms, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 25.066775224613068% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.6M $14.5M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 270 $12M
2023 1 230 $13M
2024 1 272 $14M

Nearby 401(k) Plans in California

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

Swansons Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Swansons Employees 401(k) Plan, Total assets ($B): 0.013384376 · Participants: 230Swansons Employees 401(k) 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
Swansons Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Swansons Employees 401(k) Plan side-by-side with 3 peers →

Swansons Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rpi Consultants, LLC Retirement Plan in MD ($13M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Swansons Employees 401(k) Plan assets move in 2023? ▼
Swansons Employees 401(k) Plan grew sharply - up 15.6% during 2023, from $12M to $13M. Reported net income was $2M.
How have Richard E. Swanson Farms, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard E. Swanson Farms, Inc.'s sponsor-wide assets grew 25.1%, from $12M to $14M.
Which 401(k) plans are similar in size to Swansons Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rpi Consultants, LLC Retirement Plan in MD ($13M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Swansons Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 943006314.

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.