401(k) · DOL Form 5500 · 2024

Swanson Russell 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
156
Participants Small participant base
73rd
Percentile by assets National rank
$149,303
Avg per participant Above avg balance/head
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Official DOL plan name: Swanson Russell 401(k) Retirement Plan · Sponsored by Swanson Russell · Nebraska · Professional & Technical Services

$23M in assets, 156 participants

Swanson Russell's Swanson Russell 401(k) Retirement Plan reported $23M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,663 in Professional & Technical Services (20,173 peers)

Coverage in Nebraska

Swanson Russell 401(k) Retirement Plan covers 156 participants in Nebraska, about 28% of the average Nebraska filer (state average ~552 per filing). Assets: $23M.

#14,663
in Professional & Technical Services (20,173 peers)
+13.7%
assets growth YoY

Swanson Russell 401(k) Retirement Plan's outsized position by total assets

Swanson Russell 401(k) Retirement Plan vs every filed plan by assets

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

$23,291,232 Top 27% higher than 73% 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

Swanson Russell 401(k) 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. Swanson Russell 401(k) Retirement Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swanson Russell 401(k) Retirement Plan reported net income rose from -$289K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Swanson Russell 401(k) Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Swanson Russell 401(k) Retirement Plan reported participants fell from 171 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 470467331 · Swanson Russell PY 2024 · 401(k)

Swanson Russell 401(k) Retirement Plan · $23M · 156 · 73rd

  • PHOTO $23M
  • IND 156
  • EOY 73rd
  • 5500 401(k)
  • ASSETS near Redguard, LLC 401(k) Plan
  • PCT ind #14663

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 Professional & Technical Services retirement plans → · Plans in Nebraska →

Swanson Russell 401(k) Retirement Plan in the asset neighbourhood

Swanson Russell 401(k) Retirement PlanSwanson Russell 401(k) Retir…$23MRedguard, LLC 401(k) Plan$23MNugent & Haeussler PC Profit Sharing PlanNugent & Haeussler PC Profit…$23MJ.C. Newman Cigar Employees Savings PlanJ.C. Newman Cigar Employees …$23MSymphony Multiple Employer PlanSymphony Multiple Employer P…$23M
End-of-year total assets ($M) among Swanson Russell 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN470467331
Plan Effective Date1967-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanson Russell)

Sponsor-wide plan assets over time

All Swanson Russell plans reported in each filing year

Latest sponsor-wide plan assets
$23M 12.152179905886715% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.8M $23.3M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 153 $21M
2023 1 171 $20M
2024 1 156 $23M

Nearby 401(k) Plans in Nebraska

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

Swanson Russell 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Swanson Russell 401(k) Retirement Plan, Total assets ($B): 0.023291232 · Participants: 156Swanson Russell 401(k) Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Swanson Russell 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Swanson Russell 401(k) Retirement Plan side-by-side with 3 peers →

Swanson Russell 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Redguard, LLC 401(k) Plan in KS ($23M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Swanson Russell 401(k) Retirement Plan assets move in 2024? ▼
Swanson Russell 401(k) Retirement Plan grew at a solid clip - up 13.7% during 2024, from $20M to $23M. Reported net income was $3M.
How have Swanson Russell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanson Russell's sponsor-wide assets grew 12.2%, from $21M to $23M.
Which 401(k) plans are similar in size to Swanson Russell 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redguard, LLC 401(k) Plan in KS ($23M, 402 participants).
Which 401(k) plans cover a similar participant headcount to Swanson Russell 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants, N/A 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 470467331.

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.