401(k) · DOL Form 5500 · 2024

Smw Insurance Inc 401(k) Plan

Data updated 2026-08-25

$12K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$5,821
Avg per participant Low balance/head
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Official DOL plan name: Smw Insurance Inc 401(k) Plan · Sponsored by Smw Insurance Inc · Washington · Finance & Insurance

$12K in assets, 2 participants

Smw Insurance Inc's Smw Insurance Inc 401(k) Plan reported $12K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

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

Smw Insurance Inc multi-year trail

Smw Insurance Inc's plans moved -82.4% in assets from 2023 to 2024; this filing shows Smw Insurance Inc 401(k) Plan at $12K / 2 participants.

#90
in Finance & Insurance (8,549 peers)
-82.4%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smw Insurance Inc 401(k) Plan among the smaller filed plans by assets

Smw Insurance Inc 401(k) Plan vs every filed plan by assets

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

$11,641 2nd percentile higher than 2% 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

Smw Insurance 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. Smw Insurance Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smw Insurance Inc 401(k) Plan reported net income fell from $66K in the plan year 2023 filing to -$55K in the plan year 2024 filing.
  • Smw Insurance Inc 401(k) Plan end-of-year assets fell from $66K in the plan year 2023 filing to $12K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 922610266 · Smw Insurance Inc PY 2024 · 401(k)

Smw Insurance Inc 401(k) Plan · $12K · 2 · 2nd

  • ASSETS $12K
  • ASSETS 2
  • ASSETS 2nd
  • ASSETS 401(k)
  • ASSETS near Bobkat Enterprises, Inc. 401(k) Plan
  • ASSETS ind #90

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 Washington →

Smw Insurance Inc 401(k) Plan in the asset neighbourhood

Smw Insurance Inc 401(k) Plan$12KBobkat Enterprises, Inc. 401(k) PlanBobkat Enterprises, Inc. 401…$12KFisher Capital LLC 401(k) Profit Sharing Plan & TrustFisher Capital LLC 401(k) Pr…$12KHappy Place Bricks, Inc. 401(k) Profit Sharing PlanHappy Place Bricks, Inc. 401…$12KPlay Spaces Inc 401(k) Plan$12K
End-of-year total assets ($M) among Smw Insurance Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smw Insurance Inc multi-year asset trail

Sponsor-wide plan assets over time

All Smw Insurance Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12K 82.4082329651066% vs 2023
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M 20232024 $0.07M $0.01M ▼ -85.7%
Year Plans Participants Total Assets
2023 1 2 $66K
2024 1 2 $12K

Smw Insurance Inc filing trail (2024)

Total Assets (Beginning of Year)$66K
Net Assets (End of Year)$12K
Net Income-$55K
Employer EIN922610266
Plan Effective Date2023-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Smw Insurance Inc 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Smw Insurance Inc 401(k) Plan, Total assets ($B): 0.000011641 · Participants: 2Smw Insurance Inc 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Smw Insurance Inc 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Smw Insurance Inc 401(k) Plan side-by-side with 3 peers →

Smw Insurance Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Bobkat Enterprises, Inc. 401(k) Plan in IL ($12K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (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 Smw Insurance Inc 401(k) Plan assets move in 2024? ▼
Smw Insurance Inc 401(k) Plan contracted severely - down 82.4% during 2024, from $66K to $12K. Reported net income was -$55K.
How have Smw Insurance Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Smw Insurance Inc's sponsor-wide assets declined 82.4%, from $66K to $12K.
Where does Smw Insurance Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Smw Insurance Inc 401(k) Plan ranks in the 2nd 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 Smw Insurance Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bobkat Enterprises, Inc. 401(k) Plan in IL ($12K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Smw Insurance Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 922610266.

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.