401(k) · DOL Form 5500 · 2024

Swanson, Martin & Bell, LLP 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
191
Participants Below avg headcount
90th
Percentile by assets National rank
$489,232
Avg per participant High balance/head
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Official DOL plan name: Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan · Sponsored by Swanson, Martin & Bell, LLP · Illinois · Professional & Technical Services

$93M in assets, 191 participants

Swanson, Martin & Bell, LLP's Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan reported $93M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,368 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan covers 191 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $93M.

#18,368
in Professional & Technical Services (20,173 peers)
+15.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$93,443,381 Top 10% higher than 90% 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

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan 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. Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan reported net income rose from $8M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $81M in the plan year 2023 filing to $93M in the plan year 2024 filing.
  • Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan reported participants rose from 189 in the plan year 2023 filing to 191 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363825975 · Swanson, Martin & Bell, LLP PY 2024 · 401(k)

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan · $93M · 191 · 90th

  • SCH $93M
  • EBSA 191
  • PART 90th
  • TYPE 401(k)
  • NET near Cameron Lng Retirement Savings Plan
  • BOOK ind #18368

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 Illinois →

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Sabre Industries 401(k) Retirement Savings PlanSabre Industries 401(k) Reti…$93MBfob 401(k) Plan$93MSwanson, Martin & Bell, LLP 401(k) Profit Sharing PlanSwanson, Martin & Bell, LLP …$93MCameron Lng Retirement Savings PlanCameron Lng Retirement Savin…$93MHall Booth Smith PC 401(k) PlanHall Booth Smith PC 401(k) P…$93M
End-of-year total assets ($M) among Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$93M
Net Income$13M
Employer EIN363825975
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanson, Martin & Bell, LLP)

Sponsor-wide plan assets over time

All Swanson, Martin & Bell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$93M 27.898607065663306% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.1M $93.4M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 190 $73M
2023 1 189 $81M
2024 1 191 $93M

Nearby 401(k) Plans in Illinois

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

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.093443381 · Participants: 191Swanson, Martin & Bell, LLP 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cameron Lng Retirement Savings Plan in TX ($93M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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

How did Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan grew sharply - up 15.8% during 2024, from $81M to $93M. Reported net income was $13M.
How have Swanson, Martin & Bell, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanson, Martin & Bell, LLP's sponsor-wide assets grew 27.9%, from $73M to $93M.
Where does Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cameron Lng Retirement Savings Plan in TX ($93M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Swanson, Martin & Bell, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 363825975.

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.