401(k) · DOL Form 5500 · 2024

Skyward Management, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 234
Participants Below avg headcount: 27th
Percentile by assets National rank: $6,543
Avg per participant Low balance/head

Official DOL plan name: Skyward Management Retirement Plan · Sponsored by Skyward Management, LLC · Arizona · Healthcare & Social Assistance

$2M in assets, 234 participants

Skyward Management, LLC's Skyward Management Retirement Plan reported $2M in total assets and 234 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#4,012 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arizona

Skyward Management Retirement Plan covers 234 participants in Arizona, about 42% of the average Arizona filer (state average ~564 per filing). Assets: $2M.

#4,012
in Healthcare & Social Assistance (16,916 peers): -$18K
reported net income

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Skyward Management Retirement Plan among the smaller filed plans by assets

Skyward Management Retirement Plan vs every filed plan by assets

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

$1,531,173 27th percentile higher than 27% 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

Skyward Management Retirement 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. Skyward Management Retirement Plan sits mid-pack in the medium band (234 participants).

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%)

Form 5500 schedule snapshot

Filing strip 301154737 · Skyward Management, LLC PY 2024 · 401(k)

Skyward Management Retirement Plan · $2M · 234 · 27th

NET $2M
BOOK 234
VS-ST 27th
BOY 401(k)
SCH near Seattle Framing Company, Inc. 401(k) Profit Sharing Plan
EBSA ind #4012

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

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

Arizona filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$2M
Net Income	-$18K
Employer EIN	301154737
Plan Effective Date	2024-11-18
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Skyward Management Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Skyward Management Retirement Plan side-by-side with 3 peers →

Skyward Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Seattle Framing Company, Inc. 401(k) Profit Sharing Plan in WA ($2M); by covered participants it is Linzer Products Corp 401(k) Plan in NY (234 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Seattle Framing Company, Inc. 401(k) Profit Sharing Plan (WA) $2M · 10
Waelz Sustainable Products LLC 401(k) Profit Sharing Plan & Trust (IN) $2M · 105
Campbell Supply Company, Inc. Profit Sharing Plan (NJ) $2M · 18
Reliable Churchill Local 570 401(k) Plan (NY) $2M · 90

Similar participant headcount

Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.

Linzer Products Corp 401(k) Plan (NY) 234 · 0 off
Kfi Engineers 401(k) Plan (MN) 234 · 0 off
Bellring Brands, Inc. 401(k) Plan (MO) 234 · 0 off
Community Wholesale Tire 401(k) Plan (MO) 234 · 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

Which 401(k) plans are similar in size to Skyward Management Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Seattle Framing Company, Inc. 401(k) Profit Sharing Plan in WA ($2M, 10 participants).

Which 401(k) plans cover a similar participant headcount to Skyward Management Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Linzer Products Corp 401(k) Plan in NY (234 participants, N/A 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 301154737.