401(k) · DOL Form 5500 · 2024

Swb Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
55
Participants Small participant base
36th
Percentile by assets National rank
$62,730
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Swb Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Swb Holdings, Inc. · Oregon · Management of Enterprises

$3M in assets, 55 participants

Swb Holdings, Inc.'s Swb Holdings, Inc. Employee Stock Ownership Plan reported $3M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #287 in Management of Enterprises (1,133 peers)

What the 2024 filing shows

Swb Holdings, Inc. Employee Stock Ownership Plan holds $3M for 55 participants - about $62,730 per participant, in the lower half of filed plans by assets.

#287
in Management of Enterprises (1,133 peers)
-$3M
reported net income

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swb Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Swb Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,450,170 36th percentile higher than 36% 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

Swb Holdings, Inc. Employee Stock Ownership 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. Swb Holdings, Inc. Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 454193794 · Swb Holdings, Inc. PY 2024 · 401(k)

Swb Holdings, Inc. Employee Stock Ownership Plan · $3M · 55 · 36th

  • EBSA $3M
  • EBSA 55
  • EBSA 36th
  • EBSA 401(k)
  • EBSA near Del Zotto Products of Florida 401(k) Plan
  • EBSA ind #287

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 Management of Enterprises retirement plans → · Plans in Oregon →

Swb Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Swb Holdings, Inc. Employee Stock Ownership PlanSwb Holdings, Inc. Employee …$3MDel Zotto Products of Florida 401(k) PlanDel Zotto Products of Florid…$3MJudkins Glatt & Rich LLP, 401(k) Profit Sharing PlanJudkins Glatt & Rich LLP, 40…$3MScot E Burgess Dmd PC 401(k) PlanScot E Burgess Dmd PC 401(k)…$3MRobert B. Mcmanus, Inc. Profit Sharing Plan and TrustRobert B. Mcmanus, Inc. Prof…$3M
End-of-year total assets ($M) among Swb Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$3M
Net Income-$3M
Employer EIN454193794
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Swb Holdings, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Swb Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00345017 · Participants: 55Swb Holdings, Inc. Employee Stock Ownership Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Swb Holdings, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Swb Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Swb Holdings, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Del Zotto Products of Florida 401(k) Plan in FL ($3M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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

Which 401(k) plans are similar in size to Swb Holdings, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Del Zotto Products of Florida 401(k) Plan in FL ($3M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Swb Holdings, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454193794.

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.