401(k) · DOL Form 5500 · 2023

Swbg, LLC 401(k) Plan

Data updated 2026-08-25

$263M
Total assets Near avg plan size
13,633
Participants Very large workforce
96th
Percentile by assets National rank
$19,256
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swbg, LLC 401(k) Plan · Sponsored by Swbg, LLC · Florida · Manufacturing

$263M in assets, 13,633 participants

Swbg, LLC's Swbg, LLC 401(k) Plan reported $263M in total assets and 13,633 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,456 in Manufacturing (18,722 peers)

Coverage in Florida

Swbg, LLC 401(k) Plan covers 13,633 participants in Florida, 22x the typical Florida plan (state average ~628 per filing). Assets: $263M.

#17,456
in Manufacturing (18,722 peers)
+10.7%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Swbg, LLC 401(k) Plan's outsized position by total assets

Swbg, LLC 401(k) Plan vs every filed plan by assets

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

$262,521,555 Top 4% higher than 96% 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

Swbg, LLC 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swbg, LLC 401(k) Plan is a mega filing (13,633 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swbg, LLC 401(k) Plan reported net income rose from -$64M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Swbg, LLC 401(k) Plan reported participants rose from 9,473 in the plan year 2022 filing to 13,633 in the plan year 2023 filing.
  • Swbg, LLC 401(k) Plan end-of-year assets rose from $237M in the plan year 2022 filing to $263M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383958040 · Swbg, LLC PY 2023 · 401(k)

Swbg, LLC 401(k) Plan · $263M · 13,633 · 96th

  • TYPE $263M
  • NET 13,633
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near Bi Worldwide Savings Plan
  • SCH ind #17456

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 Manufacturing retirement plans → · Plans in Florida →

Swbg, LLC 401(k) Plan in the asset neighbourhood

Hypertherm, Inc. Retirement Savings PlanHypertherm, Inc. Retirement …$263MMedical Clinic of Sacramento, Inc. 401(k) PlanMedical Clinic of Sacramento…$263MButler Snow Retirement Savings PlanButler Snow Retirement Savin…$263MBi Worldwide Savings Plan$263MSwbg, LLC 401(k) Plan$263M
End-of-year total assets ($M) among Swbg, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$237M
Net Assets (End of Year)$263M
Net Income$25M
Employer EIN383958040
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swbg, LLC)

Sponsor-wide plan assets over time

All Swbg, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$269M 13.570901080990536% vs 2022
2024 filing year
$230M$240M$250M$260M$270M$280M 202220232024 $237M $269M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 9,473 $237M
2023 1 13,633 $263M
2024 1 13,883 $269M

Nearby 401(k) Plans in Florida

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

Swbg, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Swbg, LLC 401(k) Plan, Total assets ($B): 0.262521555 · Participants: 13633Swbg, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Swbg, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Swbg, LLC 401(k) Plan side-by-side with 3 peers →

Scale composition for Swbg, LLC 401(k) Plan

Swbg, LLC 401(k) Plan reports $263M in end-of-year assets across 13,633 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $19,256 per participant (14% of the national average assets-per-participant) . Net income for plan year 2023 was $25M.

This plan identity (EIN 383958040, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $237M to $269M (+13.6%) while covered participants moved from 9,473 to 13,883 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,473 $237M Open filing
2023 13,633 $263M This page
2024 · index core 13,883 $269M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Swbg, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bi Worldwide Savings Plan in MN ($263M); by covered participants it is Boyd Gaming Corporation 401(k) Plan and Trust in NV (13,637 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($263M here).

Similar participant headcount

Nearest other-state filings by covered participants (13,633 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 Swbg, LLC 401(k) Plan assets move in 2023? ▼
Swbg, LLC 401(k) Plan grew at a solid clip - up 10.7% during 2023, from $237M to $263M. Reported net income was $25M.
How have Swbg, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swbg, LLC's sponsor-wide assets grew 13.6%, from $237M to $269M.
Where does Swbg, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Swbg, LLC 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Swbg, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bi Worldwide Savings Plan in MN ($263M, 1,050 participants).
Which 401(k) plans cover a similar participant headcount to Swbg, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boyd Gaming Corporation 401(k) Plan and Trust in NV (13,637 participants, $491M 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 383958040.

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.