401(k) · DOL Form 5500 · 2024
The Swan Group, LLC 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 344
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $361,397
- Avg per participant High balance/head
Official DOL plan name: The Swan Group Retirement Plan · Sponsored by The Swan Group, LLC · Massachusetts · Professional & Technical Services
$124M in assets, 344 participants
The Swan Group, LLC's The Swan Group Retirement Plan reported $124M in total assets and 344 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,764 in Professional & Technical Services (20,173 peers)
Where The Swan Group Retirement Plan sits by assets
The Swan Group Retirement Plan sits in the top 10% of all filed plans by assets, $124M for 344 participants (~$361,397/participant), up 8.5% in 2024.
- #18,764
- in Professional & Technical Services (20,173 peers)
- +8.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Swan Group Retirement Plan's outsized position by total assets
The Swan Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$124,320,674 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Swan Group 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. The Swan Group Retirement Plan sits mid-pack in the medium band (344 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Swan Group Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- The Swan Group Retirement Plan reported participants rose from 313 in the plan year 2023 filing to 344 in the plan year 2024 filing.
- The Swan Group Retirement Plan end-of-year assets rose from $115M in the plan year 2023 filing to $124M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 452558188 · The Swan Group, LLC PY 2024 · 401(k)
The Swan Group Retirement Plan · $124M · 344 · 92nd
- BOY $124M
- BOY 344
- BOY 92nd
- BOY 401(k)
- BOY near Engineered Floors, LLC 401(k) Plan
- BOY ind #18764
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 Massachusetts →
The Swan Group Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $10M |
| Employer EIN | 452558188 |
| Plan Effective Date | 1969-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Swan Group, LLC)
Sponsor-wide plan assets over time
All The Swan Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 22.638375946041382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 314 | $101M |
| 2023 | 1 | 313 | $115M |
| 2024 | 1 | 344 | $124M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
The Swan Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Engineered Floors, LLC 401(k) Plan in GA ($124M); by covered participants it is Missouri Prime Beef Packers, LLC 401(k) Plan in MO (344 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Engineered Floors, LLC 401(k) Plan (GA) $124M · 4,523
- Providence Anesthesiology Associates, P.a. Profit Sharing 401(k) Plan (NC) $124M · 223
- Natus Medical Incorporated 401(k) Profit Sharing Plan (CA) $124M · 674
- Nicolet National Bank 401(k) Plan (WI) $124M · 906
Similar participant headcount
Nearest other-state filings by covered participants (344 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.