401(k) · DOL Form 5500 · 2024

Swanson-Fahrney Ford Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
186
Participants Below avg headcount
57th
Percentile by assets National rank
$56,826
Avg per participant Low balance/head
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Official DOL plan name: Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan · Sponsored by Swanson-Fahrney Ford Sales, Inc. · California · Retail Trade

$11M in assets, 186 participants

Swanson-Fahrney Ford Sales, Inc.'s Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan reported $11M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,442 in Retail Trade (8,048 peers)

Coverage in California

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $11M.

#5,442
in Retail Trade (8,048 peers)
+19.3%
assets growth YoY

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,569,557 Top 43% higher than 57% 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-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing 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-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan reported participants rose from 165 in the plan year 2023 filing to 186 in the plan year 2024 filing.
  • Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942188636 · Swanson-Fahrney Ford Sales, Inc. PY 2024 · 401(k)

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan · $11M · 186 · 57th

  • NET $11M
  • BOOK 186
  • VS-ST 57th
  • BOY 401(k)
  • SCH near Tarrytown Expocare 401(k) Plan
  • EBSA ind #5442

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 Retail Trade retirement plans → · Plans in California →

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan in the asset neighbourhood

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing PlanSwanson-Fahrney Ford Sales, …$11MTarrytown Expocare 401(k) PlanTarrytown Expocare 401(k) Pl…$11MNorth Forty 401(k) Plan$11MThe Morganti Group, Inc. 401(k) Profit Sharing PlanThe Morganti Group, Inc. 401…$11MThe Conrad Company 401(k) PlanThe Conrad Company 401(k) Pl…$11M
End-of-year total assets ($M) among Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN942188636
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanson-Fahrney Ford Sales, Inc.)

Sponsor-wide plan assets over time

All Swanson-Fahrney Ford Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 45.478538469881514% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.27M $10.6M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 131 $7M
2023 1 165 $9M
2024 1 186 $11M

Nearby 401(k) Plans in California

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

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan, Total assets ($B): 0.010569557 · Participants: 186Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan side-by-side with 3 peers →

Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tarrytown Expocare 401(k) Plan in TX ($11M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan assets move in 2024? ▼
Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan grew sharply - up 19.3% during 2024, from $9M to $11M. Reported net income was $2M.
How have Swanson-Fahrney Ford Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanson-Fahrney Ford Sales, Inc.'s sponsor-wide assets grew 45.5%, from $7M to $11M.
Which 401(k) plans are similar in size to Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tarrytown Expocare 401(k) Plan in TX ($11M, 422 participants).
Which 401(k) plans cover a similar participant headcount to Swanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 942188636.

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.