401(k) · DOL Form 5500 · 2023
Swbg, LLC 401(k) Plan
Data updated 2026-08-11
- $263M
- Total assets
- 13,633
- Participants
- 96th
- Percentile by assets
- $19,256
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $263M
- total plan assets (2023 EOY)
- 13,633
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $19,256
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Swbg, LLC 401(k) Plan reports 13,633 participants - 22x that state average ($263M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $237M |
|---|---|
| Net Assets (End of Year) | $263M |
| Net Income | $25M |
| Employer EIN | 383958040 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swbg, LLC)
| 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
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
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 (401(k), $269M, 13,883 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Swbg, LLC 401(k) Plan by total assets, not by location.
- Bi Worldwide Savings Plan (MN) $263M · 1,050
- Butler Snow Retirement Savings Plan (MS) $263M · N/A
- Medical Clinic of Sacramento, Inc. 401(k) Plan (CA) $263M · 507
- Hypertherm, Inc. Retirement Savings Plan (NH) $263M · 1,624
Frequently Asked Questions
How did Swbg, LLC 401(k) Plan assets move in 2023? ▼
How have Swbg, LLC plan assets changed over time? ▼
Where does Swbg, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Swbg, LLC 401(k) Plan? ▼
Next read for Swbg, LLC 401(k) Plan
Filing takeaways
Ways to act on Swbg, LLC 401(k) Plan's numbers.
- By total assets, Swbg, LLC 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Swbg, LLC's sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Manufacturing plans