401(k) · DOL Form 5500 · 2024

Swank Enterprises Inc 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
64
Participants Small participant base
83rd
Percentile by assets National rank
$726,498
Avg per participant High balance/head
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Official DOL plan name: Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan · Sponsored by Swank Enterprises Inc · Montana · Construction

$46M in assets, 64 participants

Swank Enterprises Inc's Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan reported $46M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,375 in Construction (9,039 peers)

Where Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan sits by assets

Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 64 participants (~$726,498/participant), up 86.7% in 2024.

#7,375
in Construction (9,039 peers)
+86.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan's outsized position by total assets

Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$46,495,866 Top 17% higher than 83% 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

Swank Enterprises, Inc. Employee Stock Ownership 401(k) 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. Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan reported participants rose from N/A in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810302197 · Swank Enterprises Inc PY 2024 · 401(k)

Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan · $46M · 64 · 83rd

  • 5500 $46M
  • 5500 64
  • 5500 83rd
  • 5500 401(k)
  • 5500 near Nic Holding Corp. Employees 401(k) Savings Plan
  • 5500 ind #7375

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 Construction retirement plans → · Plans in Montana →

Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Triton Management Services, LLC 401(k) PlanTriton Management Services, …$47MSwank Enterprises, Inc. Employee Stock Ownership 401(k) PlanSwank Enterprises, Inc. Empl…$46MNic Holding Corp. Employees 401(k) Savings PlanNic Holding Corp. Employees …$46MAmerican Electronic Warfare Associates, Inc. 401(k) Profit Sharing PlanAmerican Electronic Warfare …$46MThule Inc. 401(k) Plan$46M
End-of-year total assets ($M) among Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$46M
Net Income$22M
Employer EIN810302197
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swank Enterprises Inc)

Sponsor-wide plan assets over time

All Swank Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$52M 941.6905207853606% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $5.03M $52.4M ▲ +941.0%
Year Plans Participants Total Assets
2022 1 198 $5M
2023 2 150 $31M
2024 2 201 $52M

Nearby 401(k) Plans in Montana

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

Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0200400600800 Total assets ($M) Participants Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan, Total assets ($M): 46.495866 · Participants: 64Swank Enterprises, Inc. Employee Stock Ownership 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Nic Holding Corp. Employees 401(k) Savings Plan in NY ($46M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan assets move in 2024? ▼
Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan surged - up 86.7% during 2024, from $25M to $46M. Reported net income was $22M.
How have Swank Enterprises Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swank Enterprises Inc's sponsor-wide assets grew 941.7%, from $5M to $52M.
Where does Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan rank by assets among Form 5500 filers? ▼
Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nic Holding Corp. Employees 401(k) Savings Plan in NY ($46M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 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 810302197.

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.