Other · DOL Form 5500 · 2024
Don Swanson Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $142,489
- Avg per participant Near avg balance/head
Official DOL plan name: Pulaski Academy Defined Contribution Retirement Plan · Sponsored by Don Swanson · Arkansas · Educational Services
$21M in assets, 147 participants
Don Swanson's Pulaski Academy Defined Contribution Retirement Plan reported $21M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #1,965 in Educational Services (3,638 peers)
Coverage in Arkansas
Pulaski Academy Defined Contribution Retirement Plan covers 147 participants in Arkansas, about 5% of the average Arkansas filer (state average ~2,784 per filing). Assets: $21M.
- #1,965
- in Educational Services (3,638 peers)
- +5.2%
- assets growth YoY
Pulaski Academy Defined Contribution Retirement Plan's outsized position by total assets
Pulaski Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,945,950 Top 29% higher than 71% 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
Pulaski Academy Defined Contribution 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. Pulaski Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pulaski Academy Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Pulaski Academy Defined Contribution Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Pulaski Academy Defined Contribution Retirement Plan reported participants rose from 140 in the plan year 2023 filing to 147 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 710424553 · Don Swanson PY 2024 · Other
Pulaski Academy Defined Contribution Retirement Plan · $21M · 147 · 71st
- BOOK $21M
- VS-ST 147
- BOY 71st
- SCH Other
- EBSA near Shenandoah Medical Center 403b Plan
- PART ind #1965
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 Educational Services retirement plans → · Plans in Arkansas →
Pulaski Academy Defined Contribution Retirement Plan in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 710424553 |
| Plan Effective Date | 1992-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Don Swanson)
Sponsor-wide plan assets over time
All Don Swanson plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 21.62998034613701% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $17M |
| 2023 | 1 | 140 | $20M |
| 2024 | 1 | 147 | $21M |
Nearby Other Plans in Arkansas
Peer Other plans, same state, same plan type, ranked by total assets.
- Arkansas Children's Retirement Plan $446M · 5,245
- Baptist Health 403(b) Plan $444M · 11,107
- Harding University Defined Contribution Retirement Plan $202M · 673
- Hendrix College Defined Contribution Retirement Plan $96M · 487
- Winrock International Institute for Agricultural Development Defined Contribution Plan $91M · 259
Pulaski Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Arkansas, the nearest Other by assets is Shenandoah Medical Center 403b Plan in IA ($21M); by covered participants it is Lawrence Academy Retirement Plan in MA (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 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.