401(k) · DOL Form 5500 · 2024

Swbg, LLC 401(k) Plan

Data updated 2026-08-25

$269M
Total assets Near avg plan size
13,883
Participants Very large workforce
95th
Percentile by assets National rank
$19,404
Avg per participant Low balance/head
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Official DOL plan name: Swbg, LLC 401(k) Plan · Sponsored by Swbg, LLC · Florida · Arts, Entertainment & Recreation

$269M in assets, 13,883 participants

Swbg, LLC's Swbg, LLC 401(k) Plan reported $269M in total assets and 13,883 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #2,870 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Florida

Swbg, LLC 401(k) Plan covers 13,883 participants in Florida, 22x the typical Florida plan (state average ~628 per filing). Assets: $269M.

#2,870
in Arts, Entertainment & Recreation (2,921 peers)
+2.6%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Swbg, LLC 401(k) Plan's outsized position by total assets

Swbg, LLC 401(k) Plan vs every filed plan by assets

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

$269,382,450 Top 5% higher than 95% 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

Swbg, LLC 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swbg, LLC 401(k) Plan is a mega filing (13,883 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swbg, LLC 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Swbg, LLC 401(k) Plan end-of-year assets rose from $263M in the plan year 2023 filing to $269M in the plan year 2024 filing.
  • Swbg, LLC 401(k) Plan reported participants rose from 13,633 in the plan year 2023 filing to 13,883 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 383958040 · Swbg, LLC PY 2024 · 401(k)

Swbg, LLC 401(k) Plan · $269M · 13,883 · 95th

  • TYPE $269M
  • NET 13,883
  • BOOK 95th
  • VS-ST 401(k)
  • BOY near The Colony Group, LLC 401(k) Profit Sharing Plan
  • SCH ind #2870

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 Florida →

Swbg, LLC 401(k) Plan in the asset neighbourhood

Wheels, LLC Retirement Savings PlanWheels, LLC Retirement Savin…$270MThe Colony Group, LLC 401(k) Profit Sharing PlanThe Colony Group, LLC 401(k)…$269MSwbg, LLC 401(k) Plan$269MThe Association of International Certified Professional Accountants 401(k) Retirement PlanThe Association of Internati…$269MEnsemble Retirement Savings Plan 401(k)Ensemble Retirement Savings …$269M
End-of-year total assets ($M) among Swbg, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$263M
Net Assets (End of Year)$269M
Net Income$7M
Employer EIN383958040
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swbg, LLC)

Sponsor-wide plan assets over time

All Swbg, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$269M 13.570901080990536% vs 2022
2024 filing year
$230M$240M$250M$260M$270M$280M 202220232024 $237M $269M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 9,473 $237M
2023 1 13,633 $263M
2024 1 13,883 $269M

Nearby 401(k) Plans in Florida

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

Swbg, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Swbg, LLC 401(k) Plan, Total assets ($B): 0.26938245 · Participants: 13883Swbg, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Swbg, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Swbg, LLC 401(k) Plan side-by-side with 3 peers →

Scale composition for Swbg, LLC 401(k) Plan

Swbg, LLC 401(k) Plan reports $269M in end-of-year assets across 13,883 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $19,404 per participant (14% of the national average assets-per-participant) . Net income for plan year 2024 was $7M.

This plan identity (EIN 383958040, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $237M to $269M (+13.6%) while covered participants moved from 9,473 to 13,883 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,473 $237M Open filing
2023 13,633 $263M Open filing
2024 · index core 13,883 $269M This page

Swbg, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Colony Group, LLC 401(k) Profit Sharing Plan in MA ($269M); by covered participants it is Gordon Food Service, Inc. Profit Sharing Plan in MI (13,884 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13,883 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 Swbg, LLC 401(k) Plan assets move in 2024? ▼
Swbg, LLC 401(k) Plan edged up modestly - up 2.6% during 2024, from $263M to $269M. Reported net income was $7M.
How have Swbg, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swbg, LLC's sponsor-wide assets grew 13.6%, from $237M to $269M.
Where does Swbg, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Swbg, LLC 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Swbg, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Colony Group, LLC 401(k) Profit Sharing Plan in MA ($269M, 370 participants).
Which 401(k) plans cover a similar participant headcount to Swbg, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gordon Food Service, Inc. Profit Sharing Plan in MI (13,884 participants, $2.8B 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 383958040.

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.