Other · DOL Form 5500 · 2024
Swendsey Properties Inc Retirement Plan
Data updated 2026-08-25
- $945K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $944,502
- Avg per participant High balance/head
Official DOL plan name: Swendsey 401(k) Trust · Sponsored by Swendsey Properties Inc · North Carolina · Real Estate
$945K in assets, 1 participants
Swendsey Properties Inc's Swendsey 401(k) Trust reported $945K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,816 in Real Estate (4,605 peers)
What the 2024 filing shows
Swendsey 401(k) Trust holds $945K for 1 participant - about $944,502 per participant, among the smaller plans by assets on file.
- #1,816
- in Real Estate (4,605 peers)
- -1.3%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Swendsey 401(k) Trust among the smaller filed plans by assets
Swendsey 401(k) Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$944,502 23rd percentile higher than 23% 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
Swendsey 401(k) Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swendsey 401(k) Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swendsey 401(k) Trust reported net income fell from $15K in the plan year 2023 filing to -$19K in the plan year 2024 filing.
- Swendsey 401(k) Trust end-of-year assets fell from $957K in the plan year 2023 filing to $945K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 832003644 · Swendsey Properties Inc PY 2024 · Other
Swendsey 401(k) Trust · $945K · 1 · 23rd
- PART $945K
- PART 1
- PART 23rd
- PART Other
- PART near Visiting Nurse Services of the Northwest 403(b) Plan
- PART ind #1816
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 Real Estate retirement plans → · Plans in North Carolina →
Swendsey 401(k) Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $957K |
|---|---|
| Net Assets (End of Year) | $891K |
| Net Income | -$19K |
| Employer EIN | 832003644 |
| Plan Effective Date | 2018-09-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swendsey Properties Inc)
Sponsor-wide plan assets over time
All Swendsey Properties Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $945K 1.139571241942047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $934K |
| 2023 | 1 | 1 | $957K |
| 2024 | 1 | 1 | $945K |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Swendsey 401(k) Trust's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Visiting Nurse Services of the Northwest 403(b) Plan in WA ($946K); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($945K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mishas Holdings 401(k) (FL) 1 · 0 off
- Gramly & Associates Inc Retirement Plan (WI) 1 · 0 off
- Shebesta Group Savings Plan (OH) 1 · 0 off
- Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.