401(k) · DOL Form 5500 · 2024
Swiderski Equipment, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $83,038
- Avg per participant Below avg balance/head
Official DOL plan name: Swiderski Equipment, Inc. Savings and Retirement Plan · Sponsored by Swiderski Equipment, Inc. · Wisconsin · Retail Trade
$13M in assets, 162 participants
Swiderski Equipment, Inc.'s Swiderski Equipment, Inc. Savings and Retirement Plan reported $13M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #5,886 in Retail Trade (8,048 peers)
Coverage in Wisconsin
Swiderski Equipment, Inc. Savings and Retirement Plan covers 162 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.
- #5,886
- in Retail Trade (8,048 peers)
- +6.0%
- assets growth YoY
Swiderski Equipment, Inc. Savings and Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Swiderski Equipment, Inc. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,452,177 Top 38% higher than 62% 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
Swiderski Equipment, Inc. Savings and 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. Swiderski Equipment, Inc. Savings and Retirement Plan sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swiderski Equipment, Inc. Savings and Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $764K in the plan year 2024 filing.
- Swiderski Equipment, Inc. Savings and Retirement Plan reported participants rose from 143 in the plan year 2023 filing to 162 in the plan year 2024 filing.
- Swiderski Equipment, Inc. Savings and Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391125456 · Swiderski Equipment, Inc. PY 2024 · 401(k)
Swiderski Equipment, Inc. Savings and Retirement Plan · $13M · 162 · 62nd
- PART $13M
- TYPE 162
- NET 62nd
- BOOK 401(k)
- VS-ST near Concentrus, Inc. 401(k) Plan
- BOY ind #5886
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 Retail Trade retirement plans → · Plans in Wisconsin →
Swiderski Equipment, Inc. Savings and Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $764K |
| Employer EIN | 391125456 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swiderski Equipment, Inc.)
Sponsor-wide plan assets over time
All Swiderski Equipment, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 29.721553629494196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $10M |
| 2023 | 1 | 143 | $13M |
| 2024 | 1 | 162 | $13M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Swiderski Equipment, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Concentrus, Inc. 401(k) Plan in CA ($13M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Concentrus, Inc. 401(k) Plan (CA) $13M · 73
- Updater Inc. 401(k) Plan (OR) $13M · 192
- A New Leaf Retirement Plan (AZ) $13M · 479
- Common Cause Education Fund 401(k) Retirement Plan (DC) $13M · 127
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan (OH) 162 · 0 off
- Sirote & Permutt, P. C. Profit Sharing 401(k) Plan (AL) 162 · 0 off
- Ollion 401(k) Plan (WA) 162 · 0 off
- Q Labs LLC 401(k) Profit Sharing Plan (OH) 162 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.