Money Purchase · DOL Form 5500 · 2024

Swank Enterprises Inc Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
137
Participants Small participant base
45th
Percentile by assets National rank
$42,826
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swank Enterprises Inc Davis-Bacon Pension Plan and Trust · Sponsored by Swank Enterprises Inc · Montana · Construction

$6M in assets, 137 participants

Swank Enterprises Inc's Swank Enterprises Inc Davis-Bacon Pension Plan and Trust reported $6M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,933 in Construction (9,039 peers)

Swank Enterprises Inc multi-year trail

Swank Enterprises Inc's plans moved +941.7% in assets from 2022 to 2024; this filing shows Swank Enterprises Inc Davis-Bacon Pension Plan and Trust at $6M / 137 participants.

#3,933
in Construction (9,039 peers)
+4.5%
assets growth YoY

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust's mid-pack asset rank among Construction and all filers

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust vs every filed plan by assets

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

$5,867,156 45th percentile higher than 45% 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

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust 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. Swank Enterprises Inc Davis-Bacon Pension Plan and Trust sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swank Enterprises Inc Davis-Bacon Pension Plan and Trust reported net income fell from $586K in the plan year 2023 filing to $254K in the plan year 2024 filing.
  • Swank Enterprises Inc Davis-Bacon Pension Plan and Trust reported participants fell from 150 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • Swank Enterprises Inc Davis-Bacon Pension Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810302197 · Swank Enterprises Inc PY 2024 · Money Purchase

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust · $6M · 137 · 45th

  • VS-ST $6M
  • VS-ST 137
  • VS-ST 45th
  • VS-ST Money Purchase
  • VS-ST near Creston Medical Clinic Pension Plan 001 and Profit Sharing 200
  • VS-ST ind #3933

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 Construction retirement plans → · Plans in Montana →

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in the asset neighbourhood

Blair Senior Services, Inc. Money Purchase PlanBlair Senior Services, Inc. …$6MPolice Athletic League, Inc. Money Purchase PlanPolice Athletic League, Inc.…$6MSwank Enterprises Inc Davis-Bacon Pension Plan and TrustSwank Enterprises Inc Davis-…$6MCreston Medical Clinic Pension Plan 001 and Profit Sharing 200Creston Medical Clinic Pensi…$6MSanta Fe Institute Money Purchase PlanSanta Fe Institute Money Pur…$6M
End-of-year total assets ($M) among Swank Enterprises Inc Davis-Bacon Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Swank Enterprises Inc multi-year asset trail

Sponsor-wide plan assets over time

All Swank Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$52M 941.6905207853606% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $5.03M $52.4M ▲ +941.0%
Year Plans Participants Total Assets
2022 1 198 $5M
2023 2 150 $31M
2024 2 201 $52M

Swank Enterprises Inc filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$254K
Employer EIN810302197
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Montana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -1000100200300 Total assets ($M) Participants Swank Enterprises Inc Davis-Bacon Pension Plan and Trust, Total assets ($M): 5.867156 · Participants: 137Swank Enterprises Inc Davis-Bacon Pension Plan and TrustBillings Clinic Pension Plan, Total assets ($M): 262.166655 · Participants: 5580Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 99.136925 · Participants: 1879Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 42.288194 · Participants: 621Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 21.504968 · Participants: 270Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 21.191017 · Participants: 327Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Swank Enterprises Inc Davis-Bacon Pension Plan and Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Swank Enterprises Inc Davis-Bacon Pension Plan and Trust side-by-side with 3 peers →

Swank Enterprises Inc Davis-Bacon Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA ($6M); by covered participants it is Teamsters-Food Processors Money Purchase Pension Trust in WA (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Swank Enterprises Inc Davis-Bacon Pension Plan and Trust assets move in 2024? ▼
Swank Enterprises Inc Davis-Bacon Pension Plan and Trust edged up modestly - up 4.5% during 2024, from $6M to $6M. Reported net income was $254K.
How have Swank Enterprises Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swank Enterprises Inc's sponsor-wide assets grew 941.7%, from $5M to $52M.
Which Money Purchase plans are similar in size to Swank Enterprises Inc Davis-Bacon Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA ($6M, 14 participants).
Which Money Purchase plans cover a similar participant headcount to Swank Enterprises Inc Davis-Bacon Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Teamsters-Food Processors Money Purchase Pension Trust in WA (139 participants, $7M 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 810302197.

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.