401(k) · DOL Form 5500 · 2023

Swva, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
503
Participants Below avg headcount
85th
Percentile by assets National rank
$95,536
Avg per participant Below avg balance/head
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Official DOL plan name: Swva, Inc. Collective Bargaining Unit Retirement Plan · Sponsored by Swva, Inc. · West Virginia · Manufacturing

$48M in assets, 503 participants

Swva, Inc.'s Swva, Inc. Collective Bargaining Unit Retirement Plan reported $48M in total assets and 503 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,711 in Manufacturing (18,722 peers)

Where Swva, Inc. Collective Bargaining Unit Retirement Plan sits by assets

Swva, Inc. Collective Bargaining Unit Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 503 participants (~$95,536/participant), up 17.0% in 2023.

#14,711
in Manufacturing (18,722 peers)
+17.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Swva, Inc. Collective Bargaining Unit Retirement Plan's outsized position by total assets

Swva, Inc. Collective Bargaining Unit Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$48,054,451 Top 15% higher than 85% of 127,068 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 2023

Swva, Inc. Collective Bargaining Unit Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swva, Inc. Collective Bargaining Unit Retirement Plan sits mid-pack in the medium band (503 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swva, Inc. Collective Bargaining Unit Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Swva, Inc. Collective Bargaining Unit Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550621605 · Swva, Inc. PY 2023 · 401(k)

Swva, Inc. Collective Bargaining Unit Retirement Plan · $48M · 503 · 85th

  • TYPE $48M
  • NET 503
  • BOOK 85th
  • VS-ST 401(k)
  • BOY near Cortland Holdings, LLC 401(k) Plan
  • SCH ind #14711

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 Manufacturing retirement plans → · Plans in West Virginia →

Swva, Inc. Collective Bargaining Unit Retirement Plan in the asset neighbourhood

D & W Fine Pack LLC 401(k) PlanD & W Fine Pack LLC 401(k) P…$48MArnold Machinery Company Profit Sharing and Retirement Savings PlanArnold Machinery Company Pro…$48MSwva, Inc. Collective Bargaining Unit Retirement PlanSwva, Inc. Collective Bargai…$48MCortland Holdings, LLC 401(k) PlanCortland Holdings, LLC 401(k…$48MExtreme Engineering Solutions, Inc. 401(k) PlanExtreme Engineering Solution…$48M
End-of-year total assets ($M) among Swva, Inc. Collective Bargaining Unit Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$48M
Net Income$7M
Employer EIN550621605
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swva, Inc.)

Sponsor-wide plan assets over time

All Swva, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 14.448692432355278% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $61.8M $52.9M ▼ -14.5%
Year Plans Participants Total Assets
2022 2 647 $62M
2023 2 645 $48M
2024 1 534 $53M

Nearby 401(k) Plans in West Virginia

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

Swva, Inc. Collective Bargaining Unit Retirement Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Swva, Inc. Collective Bargaining Unit Retirement Plan, Total assets ($B): 0.048054451 · Participants: 503Swva, Inc. Collective Bargaining Unit Retirement PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
Swva, Inc. Collective Bargaining Unit Retirement Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Swva, Inc. Collective Bargaining Unit Retirement Plan side-by-side with 3 peers →

Swva, Inc. Collective Bargaining Unit Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Cortland Holdings, LLC 401(k) Plan in GA ($48M); by covered participants it is Ehpv 401(k) Plan in NE (503 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (503 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Swva, Inc. Collective Bargaining Unit Retirement Plan assets move in 2023? ▼
Swva, Inc. Collective Bargaining Unit Retirement Plan grew sharply - up 17.0% during 2023, from $41M to $48M. Reported net income was $7M.
How have Swva, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swva, Inc.'s sponsor-wide assets declined 14.4%, from $62M to $53M.
Where does Swva, Inc. Collective Bargaining Unit Retirement Plan rank by assets among Form 5500 filers? ▼
Swva, Inc. Collective Bargaining Unit Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Swva, Inc. Collective Bargaining Unit Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cortland Holdings, LLC 401(k) Plan in GA ($48M, 2,340 participants).
Which 401(k) plans cover a similar participant headcount to Swva, Inc. Collective Bargaining Unit Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ehpv 401(k) Plan in NE (503 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 550621605.

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.