401(k) · DOL Form 5500 · 2024

Swiftly, Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 64
Participants Small participant base: 49th
Percentile by assets National rank: $115,439
Avg per participant Below avg balance/head

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Official DOL plan name: Swiftly 401(k) Plan. · Sponsored by Swiftly, Inc · California · Information & Media

$7M in assets, 64 participants

Swiftly, Inc's Swiftly 401(k) Plan. reported $7M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

#969 in Information & Media (2,822 peers)

Swiftly, Inc multi-year trail

Swiftly, Inc's plans moved +32.3% in assets from 2023 to 2024; this filing shows Swiftly 401(k) Plan. at $7M / 64 participants.

#969
in Information & Media (2,822 peers): +32.3%
assets growth YoY

Swiftly 401(k) Plan.'s mid-pack asset rank among Information & Media and all filers

Swiftly 401(k) Plan. vs every filed plan by assets

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

$7,388,097 49th percentile higher than 49% 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

Swiftly 401(k) 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. Swiftly 401(k) Plan. is a small filing (64 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Swiftly 401(k) Plan. end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Swiftly 401(k) Plan. reported participants fell from 87 in the plan year 2023 filing to 64 in the plan year 2024 filing.
Swiftly 401(k) Plan. reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 465294828 · Swiftly, Inc PY 2024 · 401(k)

Swiftly 401(k) Plan. · $7M · 64 · 49th

EBSA $7M
EBSA 64
EBSA 49th
EBSA 401(k)
EBSA near Pieper O'brien Herr Architects Ltd. Tax Deferred 401(k) Savings Plan
EBSA ind #969

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 Information & Media retirement plans → · Plans in California →

End-of-year total assets ($M) among Swiftly 401(k) Plan. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Swiftly, Inc multi-year asset trail

Latest sponsor-wide plan assets: $7M 32.337785792933495% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	87	$6M
2024	1	64	$7M

Swiftly, Inc filing trail (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	465294828
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Swiftly 401(k) Plan. vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Swiftly 401(k) Plan. side-by-side with 3 peers →

Swiftly 401(k) Plan.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pieper O'brien Herr Architects Ltd. Tax Deferred 401(k) Savings Plan in GA ($7M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Pieper O'brien Herr Architects Ltd. Tax Deferred 401(k) Savings Plan (GA) $7M · 45
Carter Funds LLC 401(k) Plan (FL) $7M · 218
Phoenix Investors 401(k) Plan (WI) $7M · 236
Eastern Highway Specialists, Inc. 401(k) Profit Sharing Plan (DE) $7M · 53

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

Kwik Goal Ltd. 401(k) Plan (PA) 64 · 0 off
Sandusky International Inc. Profit Sharing and 401(k) Retirement Plan (OH) 64 · 0 off
Lex Brodie's Tire Co. 401(k) Plan (HI) 64 · 0 off
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust (OR) 64 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Swiftly 401(k) Plan. assets move in 2024? ▼

Swiftly 401(k) Plan. surged - up 32.3% during 2024, from $6M to $7M. Reported net income was $2M.

How have Swiftly, Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Swiftly, Inc's sponsor-wide assets grew 32.3%, from $6M to $7M.

Which 401(k) plans are similar in size to Swiftly 401(k) Plan.? ▼

Among 401(k) plans in other states, the closest by assets is Pieper O'brien Herr Architects Ltd. Tax Deferred 401(k) Savings Plan in GA ($7M, 45 participants).

Which 401(k) plans cover a similar participant headcount to Swiftly 401(k) Plan.? ▼

Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M 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 465294828.