401(k) · DOL Form 5500 · 2024

Swanstadt Inc. 401(k) Plan

Data updated 2026-08-25

$9K
Total assets Small plan by assets
6
Participants Small participant base
1st
Percentile by assets National rank
$1,553
Avg per participant Low balance/head
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Official DOL plan name: Swanstadt Inc. 401(k) Plan · Sponsored by Swanstadt Inc. · Texas · Arts, Entertainment & Recreation

$9K in assets, 6 participants

Swanstadt Inc.'s Swanstadt Inc. 401(k) Plan reported $9K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #112 in Arts, Entertainment & Recreation (2,921 peers)

Swanstadt Inc. multi-year trail

Swanstadt Inc.'s plans moved -93.7% in assets from 2022 to 2024; this filing shows Swanstadt Inc. 401(k) Plan at $9K / 6 participants.

#112
in Arts, Entertainment & Recreation (2,921 peers)
-85.9%
assets change YoY

The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swanstadt Inc. 401(k) Plan among the smaller filed plans by assets

Swanstadt Inc. 401(k) Plan vs every filed plan by assets

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

$9,315 1st percentile higher than 1% 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

Swanstadt Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swanstadt Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swanstadt Inc. 401(k) Plan reported net income fell from $14K in the plan year 2023 filing to -$57K in the plan year 2024 filing.
  • Swanstadt Inc. 401(k) Plan end-of-year assets fell from $66K in the plan year 2023 filing to $9K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271923259 · Swanstadt Inc. PY 2024 · 401(k)

Swanstadt Inc. 401(k) Plan · $9K · 6 · 1st

  • RANK $9K
  • RANK 6
  • RANK 1st
  • RANK 401(k)
  • RANK near Account Acumen LLC 401(k) Profit Sharing Plan & Trust
  • RANK ind #112

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Swanstadt Inc. 401(k) Plan in the asset neighbourhood

Swanstadt Inc. 401(k) Plan$9KAccount Acumen LLC 401(k) Profit Sharing Plan & TrustAccount Acumen LLC 401(k) Pr…$9KStiff, Inc. 401(k) Plan$9KMrb Enterprises Inc. 401(k) PlanMrb Enterprises Inc. 401(k) …$9KFields Electrical Sales, Inc. 401(k) PlanFields Electrical Sales, Inc…$9K
End-of-year total assets ($M) among Swanstadt Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Swanstadt Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Swanstadt Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9K 93.72376479783313% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.15M $0.01M ▼ -93.3%
Year Plans Participants Total Assets
2022 2 12 $148K
2023 1 6 $66K
2024 1 6 $9K

Swanstadt Inc. filing trail (2024)

Total Assets (Beginning of Year)$66K
Net Assets (End of Year)$9K
Net Income-$57K
Employer EIN271923259
Plan Effective Date2010-02-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Swanstadt Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Swanstadt Inc. 401(k) Plan, Total assets ($B): 0.000009315 · Participants: 6Swanstadt Inc. 401(k) 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
Swanstadt Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Swanstadt Inc. 401(k) Plan side-by-side with 3 peers →

Swanstadt Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Account Acumen LLC 401(k) Profit Sharing Plan & Trust in IL ($9K); by covered participants it is Pat Nguyen Safe Harbor 401(k) Plan in GA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Swanstadt Inc. 401(k) Plan assets move in 2024? ▼
Swanstadt Inc. 401(k) Plan contracted severely - down 85.9% during 2024, from $66K to $9K. Reported net income was -$57K.
How have Swanstadt Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanstadt Inc.'s sponsor-wide assets declined 93.7%, from $148K to $9K.
Where does Swanstadt Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Swanstadt Inc. 401(k) Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Swanstadt Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Account Acumen LLC 401(k) Profit Sharing Plan & Trust in IL ($9K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Swanstadt Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pat Nguyen Safe Harbor 401(k) Plan in GA (6 participants, $1M 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 271923259.

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.