401(k) · DOL Form 5500 · 2024

Swartley Bros. Engineers, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
208
Participants Below avg headcount
69th
Percentile by assets National rank
$92,339
Avg per participant Below avg balance/head
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Official DOL plan name: Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan · Sponsored by Swartley Bros. Engineers, Inc. · Pennsylvania · Construction

$19M in assets, 208 participants

Swartley Bros. Engineers, Inc.'s Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan reported $19M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,177 in Construction (9,039 peers)

Coverage in Pennsylvania

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan covers 208 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#6,177
in Construction (9,039 peers)
+16.6%
assets growth YoY

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan's outsized position by total assets

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan vs every filed plan by assets

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

$19,206,506 Top 31% higher than 69% 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

Swartley Bros. Engineers, Inc. Employee 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. Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan reported participants fell from 243 in the plan year 2023 filing to 208 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231296376 · Swartley Bros. Engineers, Inc. PY 2024 · 401(k)

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan · $19M · 208 · 69th

  • EOY $19M
  • 5500 208
  • ASSETS 69th
  • PCT 401(k)
  • EIN near Peruvian Connection, LLC 401(k) & Profit Sharing Plan
  • RANK ind #6177

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 Construction retirement plans → · Plans in Pennsylvania →

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan in the asset neighbourhood

Swartley Bros. Engineers, Inc. Employee Profit Sharing PlanSwartley Bros. Engineers, In…$19MPeruvian Connection, LLC 401(k) & Profit Sharing PlanPeruvian Connection, LLC 401…$19MLayman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and SavingsLayman, Diener & Borntrager …$19MStockton Mortgage Corporation 401(k) PlanStockton Mortgage Corporatio…$19MAmcap 401(k) Profit Sharing Plan & TrustAmcap 401(k) Profit Sharing …$19M
End-of-year total assets ($M) among Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN231296376
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swartley Bros. Engineers, Inc.)

Sponsor-wide plan assets over time

All Swartley Bros. Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 30.363911799863068% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.7M $19.2M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 396 $15M
2023 1 243 $16M
2024 1 208 $19M

Nearby 401(k) Plans in Pennsylvania

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

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan, Total assets ($B): 0.019206506 · Participants: 208Swartley Bros. Engineers, Inc. Employee Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan side-by-side with 3 peers →

Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Peruvian Connection, LLC 401(k) & Profit Sharing Plan in KS ($19M); by covered participants it is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan assets move in 2024? ▼
Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan grew sharply - up 16.6% during 2024, from $16M to $19M. Reported net income was $3M.
How have Swartley Bros. Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swartley Bros. Engineers, Inc.'s sponsor-wide assets grew 30.4%, from $15M to $19M.
Which 401(k) plans are similar in size to Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peruvian Connection, LLC 401(k) & Profit Sharing Plan in KS ($19M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants, $24M 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 231296376.

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.