401(k)
2024 plan-year 401(k) DOL Form 5500

SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SWISS-AMERICAN CDMO, LLC

This 401(k) plan holds $7M in total assets and serves 254 participants as of 2024. It is sponsored by SWISS-AMERICAN CDMO, LLC in Texas. The plan reported positive net income of $983K for the year.

Total Assets (2023)
$7M
Participants
254
State
Industry
Manufacturing

What the Filing Says About SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN

SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN is a 401(k) retirement plan sponsored by SWISS-AMERICAN CDMO, LLC, headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 254 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 475678076, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2024 to $7M at year-end — a gain of 15.8%. Net assets (after liabilities) closed the year at $7M, with reported net income of $983K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$983K
Plan Type401(k)
Employer EIN475678076
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SWISS-AMERICAN CDMO, LLC)

Year Plans Participants Total Assets
2022 1 294 $5M
2023 1 291 $6M
2024 1 254 $7M

Nearby 401(k) Plans in Texas

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Frequently Asked Questions

How much money is in the SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN?
As of the 2024 Form 5500 filing, SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN holds $7M in total assets with 254 participants. It is sponsored by SWISS-AMERICAN CDMO, LLC.
What type of plan is SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN?
SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN is a 401(k) plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 475678076.
Who sponsors the SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN?
SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN is sponsored by SWISS-AMERICAN CDMO, LLC, located in Texas. The sponsor's EIN is 475678076 and the plan operates in the Manufacturing industry.
How did SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN perform in 2024?
SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN grew by 15.8% during 2024, moving from $6M to $7M in total assets. Net income was $983K.
Where can I find official filings for SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN?
Official Form 5500 filings for SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 475678076 or plan name at efast.dol.gov.
How does SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN compare to other plans?
You can compare SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 475678076.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.