401(k) · DOL Form 5500 · 2024

Sw Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$618K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$206,052
Avg per participant Above avg balance/head
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Official DOL plan name: Sw Enterprises Inc. 401(k) Plan · Sponsored by Sw Enterprises Inc. · Minnesota · Finance & Insurance

$618K in assets, 3 participants

Sw Enterprises Inc.'s Sw Enterprises Inc. 401(k) Plan reported $618K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #902 in Finance & Insurance (8,549 peers)

Sw Enterprises Inc. multi-year trail

Sw Enterprises Inc.'s plans moved +99.6% in assets from 2022 to 2024; this filing shows Sw Enterprises Inc. 401(k) Plan at $618K / 3 participants.

#902
in Finance & Insurance (8,549 peers)
+33.2%
assets growth YoY

Sw Enterprises Inc. 401(k) Plan among the smaller filed plans by assets

Sw Enterprises Inc. 401(k) Plan vs every filed plan by assets

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

$618,157 19th percentile higher than 19% 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

Sw Enterprises Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sw Enterprises Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sw Enterprises Inc. 401(k) Plan end-of-year assets rose from $464K in the plan year 2023 filing to $618K in the plan year 2024 filing.
  • Sw Enterprises Inc. 401(k) Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 455563546 · Sw Enterprises Inc. PY 2024 · 401(k)

Sw Enterprises Inc. 401(k) Plan · $618K · 3 · 19th

  • 5500 $618K
  • 5500 3
  • 5500 19th
  • 5500 401(k)
  • 5500 near Gt Ventures LLC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #902

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Sw Enterprises Inc. 401(k) Plan in the asset neighbourhood

Sw Enterprises Inc. 401(k) PlanSw Enterprises Inc. 401(k) P…$618KGt Ventures LLC 401(k) Profit Sharing Plan & TrustGt Ventures LLC 401(k) Profi…$618KJames F Carrington 401(k) Profit Sharing Plan & TrustJames F Carrington 401(k) Pr…$618KRoberto Amore Holdings Investment PlanRoberto Amore Holdings Inves…$618KDavis Family Enterprises, Inc. 401(k) PlanDavis Family Enterprises, In…$618K
End-of-year total assets ($M) among Sw Enterprises Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sw Enterprises Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sw Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$618K 99.59026582674927% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.31M $0.62M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 3 $310K
2023 1 4 $464K
2024 1 3 $618K

Sw Enterprises Inc. filing trail (2024)

Total Assets (Beginning of Year)$464K
Net Assets (End of Year)$618K
Net Income$154K
Employer EIN455563546
Plan Effective Date2012-06-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Sw Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Sw Enterprises Inc. 401(k) Plan, Total assets ($B): 0.000618157 · Participants: 3Sw Enterprises Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Sw Enterprises Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Sw Enterprises Inc. 401(k) Plan side-by-side with 3 peers →

Sw Enterprises Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Gt Ventures LLC 401(k) Profit Sharing Plan & Trust in NV ($618K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Sw Enterprises Inc. 401(k) Plan assets move in 2024? ▼
Sw Enterprises Inc. 401(k) Plan surged - up 33.2% during 2024, from $464K to $618K. Reported net income was $154K.
How have Sw Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sw Enterprises Inc.'s sponsor-wide assets grew 99.6%, from $310K to $618K.
Where does Sw Enterprises Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sw Enterprises Inc. 401(k) Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sw Enterprises Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gt Ventures LLC 401(k) Profit Sharing Plan & Trust in NV ($618K, 78 participants).
Which 401(k) plans cover a similar participant headcount to Sw Enterprises Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455563546.

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.