401(k) · DOL Form 5500 · 2024
Swan & Legend Management Services Company, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $116,494
- Avg per participant Below avg balance/head
Official DOL plan name: Swan and Legend 401(k) Plan · Sponsored by Swan & Legend Management Services Company, LLC · Virginia · Professional & Technical Services
$3M in assets, 23 participants
Swan & Legend Management Services Company, LLC's Swan and Legend 401(k) Plan reported $3M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,856 in Professional & Technical Services (20,173 peers)
Swan & Legend Management Services Company, LLC multi-year trail
Swan & Legend Management Services Company, LLC's plans moved +222.2% in assets from 2022 to 2024; this filing shows Swan and Legend 401(k) Plan at $3M / 23 participants.
- #5,856
- in Professional & Technical Services (20,173 peers)
- +31.6%
- assets growth YoY
Swan and Legend 401(k) Plan among the smaller filed plans by assets
Swan and Legend 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,679,352 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Swan and Legend 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. Swan and Legend 401(k) Plan is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swan and Legend 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $643K in the plan year 2024 filing.
- Swan and Legend 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Swan and Legend 401(k) Plan reported participants rose from 21 in the plan year 2023 filing to 23 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 473196657 · Swan & Legend Management Services Company, LLC PY 2024 · 401(k)
Swan and Legend 401(k) Plan · $3M · 23 · 33rd
- NET $3M
- NET 23
- NET 33rd
- NET 401(k)
- NET near Harsha Behavioral Center 401(k) Plan
- NET ind #5856
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Swan and Legend 401(k) Plan in the asset neighbourhood
Swan & Legend Management Services Company, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Swan & Legend Management Services Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 222.16799352622397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $832K |
| 2023 | 1 | 21 | $2M |
| 2024 | 1 | 23 | $3M |
Swan & Legend Management Services Company, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $643K |
| Employer EIN | 473196657 |
| Plan Effective Date | 2020-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Swan and Legend 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Harsha Behavioral Center 401(k) Plan in IN ($3M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.