401(k) · DOL Form 5500 · 2024
The Swan Group, LLC 401(k) Plan
Data updated 2026-08-11
- $124M
- Total assets
- 344
- Participants
- 92nd
- Percentile by assets
- $361,397
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $124M
- total plan assets (2024 EOY)
- 344
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $361,397
- avg assets per participant
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.
The Swan Group Retirement Plan vs the 2024 asset distribution
By assets, The Swan Group Retirement Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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.
The Swan Group Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Swan Group Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Swan Group Retirement Plan assets move in 2024? ▼
How have The Swan Group, LLC plan assets changed over time? ▼
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Next read for The Swan Group Retirement Plan
Scale reading
Ways to act on The Swan Group Retirement Plan's numbers.
- By total assets, The Swan Group Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- The Swan Group, LLC's sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans