401(k) · DOL Form 5500 · 2024

S&w Designer Coats, Ltd 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
27th
Percentile by assets National rank
$65,846
Avg per participant Below avg balance/head
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Official DOL plan name: S&w Designer Coats, Ltd Retirement Plan · Sponsored by S&w Designer Coats, Ltd · New York · Retail Trade

$2M in assets, 25 participants

S&w Designer Coats, Ltd's S&w Designer Coats, Ltd Retirement Plan reported $2M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,237 in Retail Trade (8,048 peers)

What the 2024 filing shows

S&w Designer Coats, Ltd Retirement Plan holds $2M for 25 participants - about $65,846 per participant, in the lower half of filed plans by assets.

#3,237
in Retail Trade (8,048 peers)
-5.2%
assets change YoY

The plan reported a net loss of $90K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S&w Designer Coats, Ltd Retirement Plan among the smaller filed plans by assets

S&w Designer Coats, Ltd Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,646,152 27th percentile higher than 27% of 123,620 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 2024

S&w Designer Coats, Ltd Retirement 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. S&w Designer Coats, Ltd Retirement Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S&w Designer Coats, Ltd Retirement Plan reported net income fell from $48K in the plan year 2023 filing to -$90K in the plan year 2024 filing.
  • S&w Designer Coats, Ltd Retirement Plan reported participants rose from 23 in the plan year 2023 filing to 25 in the plan year 2024 filing.
  • S&w Designer Coats, Ltd Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132980826 · S&w Designer Coats, Ltd PY 2024 · 401(k)

S&w Designer Coats, Ltd Retirement Plan · $2M · 25 · 27th

  • 5500 $2M
  • 5500 25
  • 5500 27th
  • 5500 401(k)
  • 5500 near Stallop, Compton & Robillard 401(k) Plan
  • 5500 ind #3237

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 Retail Trade retirement plans → · Plans in New York →

S&w Designer Coats, Ltd Retirement Plan in the asset neighbourhood

S&w Designer Coats, Ltd Retirement PlanS&w Designer Coats, Ltd Reti…$2MStallop, Compton & Robillard 401(k) PlanStallop, Compton & Robillard…$2MCannon Beach Consultants Inc. 401(k) PlanCannon Beach Consultants Inc…$2MThe Lyons Den Assets, Inc. 401(k) PlanThe Lyons Den Assets, Inc. 4…$2MCline Financial Group LLC 401(k) Profit Sharing Plan & TrustCline Financial Group LLC 40…$2M
End-of-year total assets ($M) among S&w Designer Coats, Ltd Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$90K
Employer EIN132980826
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&w Designer Coats, Ltd)

Sponsor-wide plan assets over time

All S&w Designer Coats, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.462852206352009% vs 2022
2024 filing year
$1.6M$1.65M$1.7M$1.75M 202220232024 $1.69M $1.65M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 23 $2M
2024 1 25 $2M

Nearby 401(k) Plans in New York

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

S&w Designer Coats, Ltd Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants S&w Designer Coats, Ltd Retirement Plan, Total assets ($B): 0.001646152 · Participants: 25S&w Designer Coats, Ltd Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
S&w Designer Coats, Ltd Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

S&w Designer Coats, Ltd Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stallop, Compton & Robillard 401(k) Plan in TX ($2M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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.

Frequently Asked Questions

How did S&w Designer Coats, Ltd Retirement Plan assets move in 2024?
S&w Designer Coats, Ltd Retirement Plan pulled back noticeably - down 5.2% during 2024, from $2M to $2M. Reported net income was -$90K.
How have S&w Designer Coats, Ltd plan assets changed over time?
Across 3 plan years on file (2022-2024), S&w Designer Coats, Ltd's sponsor-wide assets declined 2.5%, from $2M to $2M.
Which 401(k) plans are similar in size to S&w Designer Coats, Ltd Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Stallop, Compton & Robillard 401(k) Plan in TX ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to S&w Designer Coats, Ltd Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M in assets).