ESOP · DOL Form 5500 · 2024
E.D. Swett, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $84,334
- Avg per participant Below avg balance/head
Official DOL plan name: E.D. Swett, Inc. Employee Stock Ownership Plan · Sponsored by E.D. Swett, Inc. · New Hampshire · Construction
$3M in assets, 34 participants
E.D. Swett, Inc.'s E.D. Swett, Inc. Employee Stock Ownership Plan reported $3M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,911 in Construction (9,039 peers)
E.D. Swett, Inc. multi-year trail
E.D. Swett, Inc.'s plans moved -30.1% in assets from 2022 to 2024; this filing shows E.D. Swett, Inc. Employee Stock Ownership Plan at $3M / 34 participants.
- #2,911
- in Construction (9,039 peers)
- -1.8%
- assets change YoY
The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
E.D. Swett, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
E.D. Swett, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,867,371 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
E.D. Swett, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E.D. Swett, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- E.D. Swett, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to -$52K in the plan year 2024 filing.
- E.D. Swett, Inc. Employee Stock Ownership Plan reported participants rose from 30 in the plan year 2023 filing to 34 in the plan year 2024 filing.
- E.D. Swett, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 020228127 · E.D. Swett, Inc. PY 2024 · ESOP
E.D. Swett, Inc. Employee Stock Ownership Plan · $3M · 34 · 33rd
- BOOK $3M
- VS-ST 34
- BOY 33rd
- SCH ESOP
- EBSA near Flewelling & Moody Employee Stock Ownership Plan
- PART ind #2911
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 New Hampshire →
E.D. Swett, Inc. Employee Stock Ownership Plan in the asset neighbourhood
E.D. Swett, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All E.D. Swett, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 30.082522185015208% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $4M |
| 2023 | 1 | 30 | $3M |
| 2024 | 1 | 34 | $3M |
E.D. Swett, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$52K |
| Employer EIN | 020228127 |
| Plan Effective Date | 2009-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Hampshire
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Hypertherm Associate Stock Ownership Plan $1.1B · 1,481
- New England Wire Technologies Corp. Employee Stock Ownership Plan $74M · 437
- 1a Auto, Inc. Employee Stock Ownership Plan $35M · 280
- Geokon Employee Stock Ownership Plan $32M · 154
- New Hampshire Boring, Inc. Employee Stock Ownership Plan $29M · 58
E.D. Swett, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Hampshire, the nearest ESOP by assets is Flewelling & Moody Employee Stock Ownership Plan in CA ($3M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.