ESOP · DOL Form 5500 · 2024
Swift & Staley Inc. ESOP
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 85
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $728,416
- Avg per participant High balance/head
Official DOL plan name: Swift & Staley Inc. Employee Stock Ownership Plan · Sponsored by Swift & Staley Inc. · Kentucky · Administrative & Support Services
$62M in assets, 85 participants
Swift & Staley Inc.'s Swift & Staley Inc. Employee Stock Ownership Plan reported $62M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #4,070 in Administrative & Support Services (4,368 peers)
Where Swift & Staley Inc. Employee Stock Ownership Plan sits by assets
Swift & Staley Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $62M for 85 participants (~$728,416/participant), up 11.4% in 2024.
- #4,070
- in Administrative & Support Services (4,368 peers)
- +11.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Swift & Staley Inc. Employee Stock Ownership Plan's outsized position by total assets
Swift & Staley Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,915,318 Top 14% higher than 86% 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
Swift & Staley 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. Swift & Staley Inc. Employee Stock Ownership Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swift & Staley Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Swift & Staley Inc. Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2023 filing to 85 in the plan year 2024 filing.
- Swift & Staley Inc. Employee Stock Ownership Plan end-of-year assets rose from $56M in the plan year 2023 filing to $62M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 610953661 · Swift & Staley Inc. PY 2024 · ESOP
Swift & Staley Inc. Employee Stock Ownership Plan · $62M · 85 · 86th
- PART $62M
- TYPE 85
- NET 86th
- BOOK ESOP
- VS-ST near Needham Bank Employee Stock Ownership Plan
- BOY ind #4070
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 What is an ESOP? → · Plans in Kentucky →
Swift & Staley Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $7M |
| Employer EIN | 610953661 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swift & Staley Inc.)
Sponsor-wide plan assets over time
All Swift & Staley Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 20.122575796060467% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 180 | $64M |
| 2023 | 2 | 204 | $68M |
| 2024 | 2 | 243 | $76M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Swift & Staley Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Needham Bank Employee Stock Ownership Plan in MA ($62M); by covered participants it is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Needham Bank Employee Stock Ownership Plan (MA) $62M · 283
- Tower Products ESOP (NY) $62M · 170
- Williams Company Employee Stock Ownership Plan and Trust (FL) $62M · 115
- Team Industries Employee Stock Ownership Plan (MN) $62M · 908
Similar participant headcount
Nearest other-state filings by covered participants (85 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.