401(k) · DOL Form 5500 · 2024

Swd, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
202
Participants Below avg headcount
64th
Percentile by assets National rank
$73,159
Avg per participant Below avg balance/head
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Official DOL plan name: Swd, Inc. Defined Contribution Plan · Sponsored by Swd, Inc. · Illinois · Manufacturing

$15M in assets, 202 participants

Swd, Inc.'s Swd, Inc. Defined Contribution Plan reported $15M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,255 in Manufacturing (17,777 peers)

Coverage in Illinois

Swd, Inc. Defined Contribution Plan covers 202 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#9,255
in Manufacturing (17,777 peers)
+3.9%
assets growth YoY

Swd, Inc. Defined Contribution Plan's mid-pack asset rank among Manufacturing and all filers

Swd, Inc. Defined Contribution Plan vs every filed plan by assets

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

$14,778,112 Top 36% higher than 64% 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

Swd, Inc. Defined Contribution 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. Swd, Inc. Defined Contribution Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swd, Inc. Defined Contribution Plan reported net income fell from $2M in the plan year 2023 filing to $554K in the plan year 2024 filing.
  • Swd, Inc. Defined Contribution Plan reported participants rose from 180 in the plan year 2023 filing to 202 in the plan year 2024 filing.
  • Swd, Inc. Defined Contribution Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363003387 · Swd, Inc. PY 2024 · 401(k)

Swd, Inc. Defined Contribution Plan · $15M · 202 · 64th

  • BOY $15M
  • BOY 202
  • BOY 64th
  • BOY 401(k)
  • BOY near Episource LLC 401(k) Plan
  • BOY ind #9255

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 Manufacturing retirement plans → · Plans in Illinois →

Swd, Inc. Defined Contribution Plan in the asset neighbourhood

Swd, Inc. Defined Contribution PlanSwd, Inc. Defined Contributi…$15MEpisource LLC 401(k) Plan$15MBlue Ridge Capital Holdings Management Co., Inc. 401(k)Blue Ridge Capital Holdings …$15MCumberland Heights Foundation, Inc. 401(k) Retirement PlanCumberland Heights Foundatio…$15MMedical Eye Center Inc 401(k) Profit Sharing Plan and TrustMedical Eye Center Inc 401(k…$15M
End-of-year total assets ($M) among Swd, Inc. Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$554K
Employer EIN363003387
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swd, Inc.)

Sponsor-wide plan assets over time

All Swd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 18.709286870890935% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.5M $14.8M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 169 $12M
2023 1 180 $14M
2024 1 202 $15M

Nearby 401(k) Plans in Illinois

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

Swd, Inc. Defined Contribution Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Swd, Inc. Defined Contribution Plan, Total assets ($B): 0.014778112 · Participants: 202Swd, Inc. Defined Contribution 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
Swd, Inc. Defined Contribution Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Swd, Inc. Defined Contribution Plan side-by-side with 3 peers →

Swd, Inc. Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Episource LLC 401(k) Plan in MN ($15M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Swd, Inc. Defined Contribution Plan assets move in 2024? ▼
Swd, Inc. Defined Contribution Plan edged up modestly - up 3.9% during 2024, from $14M to $15M. Reported net income was $554K.
How have Swd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swd, Inc.'s sponsor-wide assets grew 18.7%, from $12M to $15M.
Which 401(k) plans are similar in size to Swd, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Episource LLC 401(k) Plan in MN ($15M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Swd, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants, $874K 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 363003387.

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.