401(k) · DOL Form 5500 · 2024

Swift & Staley Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
158
Participants Small participant base
64th
Percentile by assets National rank
$91,233
Avg per participant Below avg balance/head
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Official DOL plan name: Swift & Staley Governmental Services 401(k) Plan · Sponsored by Swift & Staley Inc. · Kentucky · Administrative & Support Services

$14M in assets, 158 participants

Swift & Staley Inc.'s Swift & Staley Governmental Services 401(k) Plan reported $14M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,505 in Administrative & Support Services (4,368 peers)

Coverage in Kentucky

Swift & Staley Governmental Services 401(k) Plan covers 158 participants in Kentucky, about 24% of the average Kentucky filer (state average ~647 per filing). Assets: $14M.

#3,505
in Administrative & Support Services (4,368 peers)
+14.9%
assets growth YoY

Swift & Staley Governmental Services 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Swift & Staley Governmental Services 401(k) Plan vs every filed plan by assets

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

$14,414,819 Top 36% higher than 64% 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

Swift & Staley Governmental Services 401(k) 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. Swift & Staley Governmental Services 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swift & Staley Governmental Services 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Swift & Staley Governmental Services 401(k) Plan reported participants rose from 140 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 610953661 · Swift & Staley Inc. PY 2024 · 401(k)

Swift & Staley Governmental Services 401(k) Plan · $14M · 158 · 64th

  • ASSETS $14M
  • PCT 158
  • EIN 64th
  • RANK 401(k)
  • PHOTO near Riggs, Abney, Neal, Turpen, Orbison & Lewis 401(k) Savings Plan
  • IND ind #3505

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 Administrative & Support Services retirement plans → · Plans in Kentucky →

Swift & Staley Governmental Services 401(k) Plan in the asset neighbourhood

Riggs, Abney, Neal, Turpen, Orbison & Lewis 401(k) Savings PlanRiggs, Abney, Neal, Turpen, …$14MDisys Solutions, Inc. 401(k) PlanDisys Solutions, Inc. 401(k)…$14MSwift & Staley Governmental Services 401(k) PlanSwift & Staley Governmental …$14MApplied Engineering Services, Inc. 401(k) PlanApplied Engineering Services…$14MKg Investment Management, LLC Retirement Savings PlanKg Investment Management, LL…$14M
End-of-year total assets ($M) among Swift & Staley Governmental Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN610953661
Plan Effective Date2005-08-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Swift & Staley Inc.)

Sponsor-wide plan assets over time

All Swift & Staley Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 20.122575796060467% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63.5M $76.3M ▲ +20.1%
Year Plans Participants Total Assets
2022 2 180 $64M
2023 2 204 $68M
2024 2 243 $76M

Nearby 401(k) Plans in Kentucky

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

Swift & Staley Governmental Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Swift & Staley Governmental Services 401(k) Plan, Total assets ($B): 0.014414819 · Participants: 158Swift & Staley Governmental Services 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Swift & Staley Governmental Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Swift & Staley Governmental Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Riggs, Abney, Neal, Turpen, Orbison & Lewis 401(k) Savings Plan in OK ($14M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Swift & Staley Governmental Services 401(k) Plan assets move in 2024?
Swift & Staley Governmental Services 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $13M to $14M. Reported net income was $2M.
How have Swift & Staley Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Swift & Staley Inc.'s sponsor-wide assets grew 20.1%, from $64M to $76M.
Which 401(k) plans are similar in size to Swift & Staley Governmental Services 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Riggs, Abney, Neal, Turpen, Orbison & Lewis 401(k) Savings Plan in OK ($14M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Swift & Staley Governmental Services 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K in assets).