401(k) · DOL Form 5500 · 2024

Gleaves Swearingen Potter & Scott LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
21
Participants Small participant base
52nd
Percentile by assets National rank
$397,372
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gleaves Swearingen 401(k) Plan · Sponsored by Gleaves Swearingen Potter & Scott LLP · Oregon · Professional & Technical Services

$8M in assets, 21 participants

Gleaves Swearingen Potter & Scott LLP's Gleaves Swearingen 401(k) Plan reported $8M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,101 in Professional & Technical Services (20,173 peers)

Gleaves Swearingen Potter & Scott LLP multi-year trail

Gleaves Swearingen Potter & Scott LLP's plans moved +28.3% in assets from 2022 to 2024; this filing shows Gleaves Swearingen 401(k) Plan at $8M / 21 participants.

#10,101
in Professional & Technical Services (20,173 peers)
+9.6%
assets growth YoY

Gleaves Swearingen 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gleaves Swearingen 401(k) Plan vs every filed plan by assets

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

$8,344,811 Top 48% higher than 52% 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

Gleaves Swearingen 401(k) 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. Gleaves Swearingen 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gleaves Swearingen 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $732K in the plan year 2024 filing.
  • Gleaves Swearingen 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Gleaves Swearingen 401(k) Plan reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 930383840 · Gleaves Swearingen Potter & Scott LLP PY 2024 · 401(k)

Gleaves Swearingen 401(k) Plan · $8M · 21 · 52nd

  • VS-ST $8M
  • VS-ST 21
  • VS-ST 52nd
  • VS-ST 401(k)
  • VS-ST near Donald G. Bohning & Associates, Inc. Employees' Profit Sharing Plan
  • VS-ST ind #10101

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 Oregon →

Gleaves Swearingen 401(k) Plan in the asset neighbourhood

Employee Benefit Plan of Wesley Financial Group, LLCEmployee Benefit Plan of Wes…$8MService Industrial, Inc 401(K )PlanService Industrial, Inc 401(…$8MGleaves Swearingen 401(k) PlanGleaves Swearingen 401(k) Pl…$8MDonald G. Bohning & Associates, Inc. Employees' Profit Sharing PlanDonald G. Bohning & Associat…$8MEssence Ventures, LLC 401(k) PlanEssence Ventures, LLC 401(k)…$8M
End-of-year total assets ($M) among Gleaves Swearingen 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gleaves Swearingen Potter & Scott LLP multi-year asset trail

Sponsor-wide plan assets over time

All Gleaves Swearingen Potter & Scott LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 28.31466821334577% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.5M $8.34M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 26 $7M
2023 1 22 $8M
2024 1 21 $8M

Gleaves Swearingen Potter & Scott LLP filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$732K
Employer EIN930383840
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Gleaves Swearingen 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Gleaves Swearingen 401(k) Plan, Total assets ($B): 0.008344811 · Participants: 21Gleaves Swearingen 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Gleaves Swearingen 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Gleaves Swearingen 401(k) Plan side-by-side with 3 peers →

Gleaves Swearingen 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Donald G. Bohning & Associates, Inc. Employees' Profit Sharing Plan in OH ($8M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Gleaves Swearingen 401(k) Plan assets move in 2024? ▼
Gleaves Swearingen 401(k) Plan grew at a solid clip - up 9.6% during 2024, from $8M to $8M. Reported net income was $732K.
How have Gleaves Swearingen Potter & Scott LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gleaves Swearingen Potter & Scott LLP's sponsor-wide assets grew 28.3%, from $7M to $8M.
Which 401(k) plans are similar in size to Gleaves Swearingen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Donald G. Bohning & Associates, Inc. Employees' Profit Sharing Plan in OH ($8M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Gleaves Swearingen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 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 930383840.

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.