401(k) · DOL Form 5500 · 2024
Swat Surgical Associates, L.L.P. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $242,332
- Avg per participant Above avg balance/head
Official DOL plan name: Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan · Sponsored by Swat Surgical Associates, L.L.P. · Texas · Healthcare & Social Assistance
$9M in assets, 36 participants
Swat Surgical Associates, L.L.P.'s Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan reported $9M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #9,825 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan pulled back noticeably 14.7% in 2024 ($10M → $9M) for 36 participants.
- #9,825
- in Healthcare & Social Assistance (16,916 peers)
- -14.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,723,961 Top 47% higher than 53% 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
Swat Surgical Associates, L.L.P. 401(k) Profit Sharing 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. Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan reported participants rose from 33 in the plan year 2023 filing to 36 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 450504628 · Swat Surgical Associates, L.L.P. PY 2024 · 401(k)
Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan · $9M · 36 · 53rd
- NET $9M
- BOOK 36
- VS-ST 53rd
- BOY 401(k)
- SCH near Graber Crews, LLC 401(k) Profit Sharing Plan and Trust
- EBSA ind #9825
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan in the asset neighbourhood
Swat Surgical Associates, L.L.P. years around the 2024 move
Sponsor-wide plan assets over time
All Swat Surgical Associates, L.L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 3.4778633599782514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $8M |
| 2023 | 1 | 33 | $10M |
| 2024 | 1 | 36 | $9M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 450504628 |
| Plan Effective Date | 2003-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Swat Surgical Associates, L.L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Graber Crews, LLC 401(k) Profit Sharing Plan and Trust in IN ($9M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (36 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.