401(k) · DOL Form 5500 · 2024

Swc Group, LP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
113
Participants Small participant base
35th
Percentile by assets National rank
$28,730
Avg per participant Low balance/head
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Official DOL plan name: Swc Group, LP Retirement Savings Plan · Sponsored by Swc Group, LP · Texas · Administrative & Support Services

$3M in assets, 113 participants

Swc Group, LP's Swc Group, LP Retirement Savings Plan reported $3M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,550 in Administrative & Support Services (4,368 peers)

Coverage in Texas

Swc Group, LP Retirement Savings Plan covers 113 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#2,550
in Administrative & Support Services (4,368 peers)
-3.6%
assets change YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swc Group, LP Retirement Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers

Swc Group, LP Retirement Savings Plan vs every filed plan by assets

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

$3,246,515 35th percentile higher than 35% 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

Swc Group, LP Retirement Savings 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. Swc Group, LP Retirement Savings Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swc Group, LP Retirement Savings Plan reported net income fell from $583K in the plan year 2023 filing to -$120K in the plan year 2024 filing.
  • Swc Group, LP Retirement Savings Plan reported participants fell from 169 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • Swc Group, LP Retirement Savings Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 800946676 · Swc Group, LP PY 2024 · 401(k)

Swc Group, LP Retirement Savings Plan · $3M · 113 · 35th

  • EOY $3M
  • EOY 113
  • EOY 35th
  • EOY 401(k)
  • EOY near Clinical Neuroscience Retirement Plan
  • EOY ind #2550

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 Administrative & Support Services retirement plans → · Plans in Texas →

Swc Group, LP Retirement Savings Plan in the asset neighbourhood

Swc Group, LP Retirement Savings PlanSwc Group, LP Retirement Sav…$3MClinical Neuroscience Retirement PlanClinical Neuroscience Retire…$3MHeritage Cadillac's 401(k) Pension ProviderHeritage Cadillac's 401(k) P…$3MMiller's 401(k) Profit Sharing PlanMiller's 401(k) Profit Shari…$3MCatbird Nyc, LLC 401(k) Profit Sharing PlanCatbird Nyc, LLC 401(k) Prof…$3M
End-of-year total assets ($M) among Swc Group, LP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$120K
Employer EIN800946676
Plan Effective Date2003-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swc Group, LP)

Sponsor-wide plan assets over time

All Swc Group, LP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.61169258045595% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.78M $3.25M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 298 $3M
2023 1 169 $3M
2024 1 113 $3M

Nearby 401(k) Plans in Texas

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

Swc Group, LP Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Swc Group, LP Retirement Savings Plan, Total assets ($B): 0.003246515 · Participants: 113Swc Group, LP Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Swc Group, LP Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Swc Group, LP Retirement Savings Plan side-by-side with 3 peers →

Swc Group, LP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Clinical Neuroscience Retirement Plan in VT ($3M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Swc Group, LP Retirement Savings Plan assets move in 2024? ▼
Swc Group, LP Retirement Savings Plan edged down modestly - down 3.6% during 2024, from $3M to $3M. Reported net income was -$120K.
How have Swc Group, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swc Group, LP's sponsor-wide assets grew 16.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Swc Group, LP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clinical Neuroscience Retirement Plan in VT ($3M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Swc Group, LP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 800946676.

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.