401(k) · DOL Form 5500 · 2024
Earl Swensson Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 192
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $457,995
- Avg per participant High balance/head
Official DOL plan name: Earl Swensson Associates, Inc. Savings & · Sponsored by Earl Swensson Associates, Inc. · Tennessee · Professional & Technical Services
$88M in assets, 192 participants
Earl Swensson Associates, Inc.'s Earl Swensson Associates, Inc. Savings & reported $88M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,267 in Professional & Technical Services (20,173 peers)
Coverage in Tennessee
Earl Swensson Associates, Inc. Savings & covers 192 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $88M.
- #18,267
- in Professional & Technical Services (20,173 peers)
- +15.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Earl Swensson Associates, Inc. Savings &'s outsized position by total assets
Earl Swensson Associates, Inc. Savings & vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,935,122 Top 11% higher than 89% 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
Earl Swensson Associates, Inc. Savings & among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Earl Swensson Associates, Inc. Savings & sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Earl Swensson Associates, Inc. Savings & reported net income rose from $5M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Earl Swensson Associates, Inc. Savings & end-of-year assets rose from $76M in the plan year 2023 filing to $88M in the plan year 2024 filing.
- Earl Swensson Associates, Inc. Savings & reported participants rose from 184 in the plan year 2023 filing to 192 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 620897652 · Earl Swensson Associates, Inc. PY 2024 · 401(k)
Earl Swensson Associates, Inc. Savings & · $88M · 192 · 89th
- BOOK $88M
- VS-ST 192
- BOY 89th
- SCH 401(k)
- EBSA near Oliff PLC Profit Sharing Plan
- PART ind #18267
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 Tennessee →
Earl Swensson Associates, Inc. Savings & in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $12M |
| Employer EIN | 620897652 |
| Plan Effective Date | 1967-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Earl Swensson Associates, Inc.)
Sponsor-wide plan assets over time
All Earl Swensson Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 23.484682780949555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $71M |
| 2023 | 1 | 184 | $76M |
| 2024 | 1 | 192 | $88M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Earl Swensson Associates, Inc. Savings &'s out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Oliff PLC Profit Sharing Plan in VA ($88M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Oliff PLC Profit Sharing Plan (VA) $88M · 89
- Numerica Credit Union Retirement Plan (WA) $88M · 660
- Bridgebio 401(k) Plan (CA) $88M · 541
- Solmax Geosynthetics 401(k) Plan (GA) $88M · 470
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- Lawley Motors, LLC 401(k) Plan (AZ) 192 · 0 off
- Rumis Kitchen LLC 401(k) Profit Sharing Plan & Trust (GA) 192 · 0 off
- Vertos Medical, Inc. 401(k) Plan (CA) 192 · 0 off
- Gridpoint, Inc. 401(k) Plan (VA) 192 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.