ESOP
2024 plan-year ESOP DOL Form 5500

Swingers - Institute of Competitive Socialising 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Competitive Socialising US, LLC · New York · Arts, Entertainment & Recreation

What the 2023 filing shows

Swingers - Institute of Competitive Socialising 401(k) Plan holds $816K for 244 participants — about $3,344 per participant, up 75.0% over the 2024 plan year.

$816K
total plan assets (2024 EOY)
244
covered participants
$3,344
avg assets per participant
+75.0%
assets growth YoY
Total Assets (2023)
$816K
Participants
244
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Swingers - Institute of Competitive Socialising 401(k) Plan

Swingers - Institute of Competitive Socialising 401(k) Plan is a ESOP retirement plan sponsored by Competitive Socialising US, LLC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $816K in total end-of-year assets and covers 244 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 815402807, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $466K at the beginning of 2024 to $816K at year-end — a gain of 75.0%. Net assets (after liabilities) closed the year at $816K, with reported net income of $350K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$466K
Total Assets (End of Year)$816K
Net Assets (End of Year)$816K
Net Income$350K
Plan TypeESOP
Employer EIN815402807
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Competitive Socialising US, LLC)

Year Plans Participants Total Assets
2023 1 N/A $466K
2024 1 244 $816K

Nearby ESOP Plans in New York

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Frequently Asked Questions

How much money is in the Swingers - Institute of Competitive Socialising 401(k) Plan?
As of the 2024 Form 5500 filing, Swingers - Institute of Competitive Socialising 401(k) Plan holds $816K in total assets with 244 participants. It is sponsored by Competitive Socialising US, LLC.
What type of plan is Swingers - Institute of Competitive Socialising 401(k) Plan?
Swingers - Institute of Competitive Socialising 401(k) Plan is a ESOP plan. It has been effective since 2023-01-01. The plan is filed with the U.S. Department of Labor under EIN 815402807.
Who sponsors the Swingers - Institute of Competitive Socialising 401(k) Plan?
Swingers - Institute of Competitive Socialising 401(k) Plan is sponsored by Competitive Socialising US, LLC, located in New York. The sponsor's EIN is 815402807 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Swingers - Institute of Competitive Socialising 401(k) Plan perform in 2024?
Swingers - Institute of Competitive Socialising 401(k) Plan grew by 75.0% during 2024, moving from $466K to $816K in total assets. Net income was $350K.
Where can I find official filings for Swingers - Institute of Competitive Socialising 401(k) Plan?
Official Form 5500 filings for Swingers - Institute of Competitive Socialising 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 815402807 or plan name at efast.dol.gov.
How does Swingers - Institute of Competitive Socialising 401(k) Plan compare to other plans?
You can compare Swingers - Institute of Competitive Socialising 401(k) Plan against other ESOP plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 815402807.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.