Profit Sharing · DOL Form 5500 · 2024

Edmond a Swad PC Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
13
Participants Small participant base
60th
Percentile by assets National rank
$920,523
Avg per participant High balance/head
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Official DOL plan name: Edmond a Swad PC Profit Sharing Trust · Sponsored by Edmond a Swad PC · Michigan · Professional & Technical Services

$12M in assets, 13 participants

Edmond a Swad PC's Edmond a Swad PC Profit Sharing Trust reported $12M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,734 in Professional & Technical Services (20,173 peers)

Edmond a Swad PC multi-year trail

Edmond a Swad PC's plans moved +27.9% in assets from 2022 to 2024; this filing shows Edmond a Swad PC Profit Sharing Trust at $12M / 13 participants.

#11,734
in Professional & Technical Services (20,173 peers)
+12.0%
assets growth YoY

Edmond a Swad PC Profit Sharing Trust's mid-pack asset rank among Professional & Technical Services and all filers

Edmond a Swad PC Profit Sharing Trust vs every filed plan by assets

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

$11,966,801 Top 40% higher than 60% 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

Edmond a Swad PC Profit Sharing Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edmond a Swad PC Profit Sharing Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edmond a Swad PC Profit Sharing Trust end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Edmond a Swad PC Profit Sharing Trust reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 382043029 · Edmond a Swad PC PY 2024 · Profit Sharing

Edmond a Swad PC Profit Sharing Trust · $12M · 13 · 60th

  • TYPE $12M
  • NET 13
  • BOOK 60th
  • VS-ST Profit Sharing
  • BOY near Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan
  • SCH ind #11734

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 Michigan →

Edmond a Swad PC Profit Sharing Trust in the asset neighbourhood

The Rf & F Employee Profit Sharing PlanThe Rf & F Employee Profit S…$12MEdmond a Swad PC Profit Sharing TrustEdmond a Swad PC Profit Shar…$12MJeld-Wen, Inc. Employee Stock Ownership and Retirement PlanJeld-Wen, Inc. Employee Stoc…$12MCharles Momper, Inc. Profit Sharing PlanCharles Momper, Inc. Profit …$12MOakland Zoo 403(b) Plan$12M
End-of-year total assets ($M) among Edmond a Swad PC Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Edmond a Swad PC multi-year asset trail

Sponsor-wide plan assets over time

All Edmond a Swad PC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.906082646211043% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.36M $12M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 13 $9M
2023 1 14 $11M
2024 1 13 $12M

Edmond a Swad PC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN382043029
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Edmond a Swad PC Profit Sharing Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Edmond a Swad PC Profit Sharing Trust, Total assets ($B): 0.011966801 · Participants: 13Edmond a Swad PC Profit Sharing TrustHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.838163362 · Participants: 13461Henry Ford Health System Retirement Savings PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.339745231 · Participants: 1472Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanIron Workers Defined Contribution Pension Fund Plan, Total assets ($B): 0.231623418 · Participants: 5319Iron Workers Defined Contribution Pension Fund PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.229985274 · Participants: 2755NECA-IBEW Memphis Retirement PlanPlumbers and Pipefitters Local Union 520 Annuity Plan, Total assets ($B): 0.219548504 · Participants: 1639Plumbers and Pipefitters Local Union 520 Annuity Plan
Edmond a Swad PC Profit Sharing Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Edmond a Swad PC Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan in NC ($12M); by covered participants it is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Edmond a Swad PC Profit Sharing Trust assets move in 2024?
Edmond a Swad PC Profit Sharing Trust grew at a solid clip - up 12.0% during 2024, from $11M to $12M. Reported net income was $1M.
How have Edmond a Swad PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Edmond a Swad PC's sponsor-wide assets grew 27.9%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Edmond a Swad PC Profit Sharing Trust?
Among Profit Sharing plans in other states, the closest by assets is Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan in NC ($12M, 1,314 participants).
Which Profit Sharing plans cover a similar participant headcount to Edmond a Swad PC Profit Sharing Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants, $11M in assets).