Profit Sharing · DOL Form 5500 · 2024

Swanston Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$430K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$215,005
Avg per participant Above avg balance/head
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Official DOL plan name: Swanston Enterprises, Inc. Profit Sharing Plan · Sponsored by Swanston Enterprises, Inc. · Texas · Real Estate

$430K in assets, 2 participants

Swanston Enterprises, Inc.'s Swanston Enterprises, Inc. Profit Sharing Plan reported $430K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,271 in Real Estate (4,605 peers)

What the 2024 filing shows

Swanston Enterprises, Inc. Profit Sharing Plan holds $430K for 2 participants - about $215,005 per participant, among the smaller plans by assets on file.

#1,271
in Real Estate (4,605 peers)
+2.1%
assets growth YoY

Swanston Enterprises, Inc. Profit Sharing Plan among the smaller filed plans by assets

Swanston Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets

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

$430,009 16th percentile higher than 16% 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

Swanston Enterprises, Inc. Profit Sharing 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. Swanston Enterprises, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swanston Enterprises, Inc. Profit Sharing Plan reported net income rose from $6K in the plan year 2023 filing to $9K in the plan year 2024 filing.
  • Swanston Enterprises, Inc. Profit Sharing Plan end-of-year assets rose from $421K in the plan year 2023 filing to $430K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 264278249 · Swanston Enterprises, Inc. PY 2024 · Profit Sharing

Swanston Enterprises, Inc. Profit Sharing Plan · $430K · 2 · 16th

  • SCH $430K
  • EBSA 2
  • PART 16th
  • TYPE Profit Sharing
  • NET near Rivanna Restaurateur Inc. Retirement Plan
  • BOOK ind #1271

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 Real Estate retirement plans → · Plans in Texas →

Swanston Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood

Swanston Enterprises, Inc. Profit Sharing PlanSwanston Enterprises, Inc. P…$430KRivanna Restaurateur Inc. Retirement PlanRivanna Restaurateur Inc. Re…$430KVictory in Learning Child Care Academy Sc Inc. Retirement PlanVictory in Learning Child Ca…$430KMcconnell Ventures Incorporated Retirement PlanMcconnell Ventures Incorpora…$430KJ. Alfaro Burgos Retirement PlanJ. Alfaro Burgos Retirement …$430K
End-of-year total assets ($M) among Swanston Enterprises, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$421K
Net Assets (End of Year)$430K
Net Income$9K
Employer EIN264278249
Plan Effective Date2009-02-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanston Enterprises, Inc.)

Sponsor-wide plan assets over time

All Swanston Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$430K 3.5971552334741905% vs 2022
2024 filing year
$0.42M$0.42M$0.43M$0.43M$0.44M 202220232024 $0.42M $0.43M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 2 $415K
2023 1 2 $421K
2024 1 2 $430K

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Swanston Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Swanston Enterprises, Inc. Profit Sharing Plan, Total assets ($B): 0.000430009 · Participants: 2Swanston Enterprises, Inc. Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Swanston Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Swanston Enterprises, Inc. Profit Sharing Plan side-by-side with 3 peers →

Swanston Enterprises, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Rivanna Restaurateur Inc. Retirement Plan in VA ($430K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Swanston Enterprises, Inc. Profit Sharing Plan assets move in 2024? ▼
Swanston Enterprises, Inc. Profit Sharing Plan edged up modestly - up 2.1% during 2024, from $421K to $430K. Reported net income was $9K.
How have Swanston Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanston Enterprises, Inc.'s sponsor-wide assets grew 3.6%, from $415K to $430K.
Where does Swanston Enterprises, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Swanston Enterprises, Inc. Profit Sharing Plan ranks in the 16th 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 Profit Sharing plans are similar in size to Swanston Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rivanna Restaurateur Inc. Retirement Plan in VA ($430K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Swanston Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 264278249.

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.