401(k) · DOL Form 5500 · 2024

Our Family I, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
42
Participants Small participant base
46th
Percentile by assets National rank
$150,006
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swant-Graber Retirement Plan · Sponsored by Our Family I, LLC · Wisconsin · Retail Trade

$6M in assets, 42 participants

Our Family I, LLC's Swant-Graber Retirement Plan reported $6M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,569 in Retail Trade (8,048 peers)

Our Family I, LLC multi-year trail

Our Family I, LLC's plans moved +22.8% in assets from 2022 to 2024; this filing shows Swant-Graber Retirement Plan at $6M / 42 participants.

#4,569
in Retail Trade (8,048 peers)
+3.3%
assets growth YoY

Swant-Graber Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Swant-Graber Retirement Plan vs every filed plan by assets

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

$6,300,231 46th percentile higher than 46% 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

Swant-Graber 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. Swant-Graber Retirement Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swant-Graber Retirement Plan reported net income fell from $973K in the plan year 2023 filing to $199K in the plan year 2024 filing.
  • Swant-Graber Retirement Plan reported participants rose from 40 in the plan year 2023 filing to 42 in the plan year 2024 filing.
  • Swant-Graber Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 392005796 · Our Family I, LLC PY 2024 · 401(k)

Swant-Graber Retirement Plan · $6M · 42 · 46th

  • EBSA $6M
  • EBSA 42
  • EBSA 46th
  • EBSA 401(k)
  • EBSA near 403(b) Thrift Plan of Union Settlement Association
  • EBSA ind #4569

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 Wisconsin →

Swant-Graber Retirement Plan in the asset neighbourhood

Swant-Graber Retirement Plan$6M403(b) Thrift Plan of Union Settlement Association403(b) Thrift Plan of Union …$6MMetropolitan Nephrology Associates, P.C. 401(k) Profit Sharing PlanMetropolitan Nephrology Asso…$6MChapin & Bangs Union 401(k) PlanChapin & Bangs Union 401(k) …$6MForus 401(k)$6M
End-of-year total assets ($M) among Swant-Graber Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Our Family I, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Our Family I, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.8352015622505% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.13M $6.3M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 45 $5M
2023 1 40 $6M
2024 1 42 $6M

Our Family I, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$199K
Employer EIN392005796
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Swant-Graber Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Swant-Graber Retirement Plan, Total assets ($B): 0.006300231 · Participants: 42Swant-Graber Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Swant-Graber Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Swant-Graber Retirement Plan side-by-side with 3 peers →

Swant-Graber Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is 403(b) Thrift Plan of Union Settlement Association in NY ($6M); by covered participants it is Daugherty Construction, Inc. 401(k) Profit Sharing Plan and Trust in OH (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Swant-Graber Retirement Plan assets move in 2024? ▼
Swant-Graber Retirement Plan edged up modestly - up 3.3% during 2024, from $6M to $6M. Reported net income was $199K.
How have Our Family I, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Our Family I, LLC's sponsor-wide assets grew 22.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Swant-Graber Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Union Settlement Association in NY ($6M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Swant-Graber Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daugherty Construction, Inc. 401(k) Profit Sharing Plan and Trust in OH (42 participants, $7M 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 392005796.

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.