ESOP · DOL Form 5500 · 2024

Swca, Incorporated ESOP

Data updated 2026-08-25

$111M
Total assets Near avg plan size
1,274
Participants Near avg headcount
91st
Percentile by assets National rank
$87,075
Avg per participant Below avg balance/head
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Official DOL plan name: Swca, Inc Employee Stock Ownership Plan and Trust · Sponsored by Swca, Incorporated · Arizona · Professional & Technical Services

$111M in assets, 1,274 participants

Swca, Incorporated's Swca, Inc Employee Stock Ownership Plan and Trust reported $111M in total assets and 1,274 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,627 in Professional & Technical Services (20,173 peers)

Coverage in Arizona

Swca, Inc Employee Stock Ownership Plan and Trust covers 1,274 participants in Arizona, 2.3x the typical Arizona plan (state average ~564 per filing). Assets: $111M.

#18,627
in Professional & Technical Services (20,173 peers)
+3.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Swca, Inc Employee Stock Ownership Plan and Trust's outsized position by total assets

Swca, Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$110,933,270 Top 9% higher than 91% 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

Swca, Inc Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swca, Inc Employee Stock Ownership Plan and Trust lands in the large band (1,274 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swca, Inc Employee Stock Ownership Plan and Trust reported net income fell from $32M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Swca, Inc Employee Stock Ownership Plan and Trust reported participants rose from 1,030 in the plan year 2023 filing to 1,274 in the plan year 2024 filing.
  • Swca, Inc Employee Stock Ownership Plan and Trust end-of-year assets rose from $108M in the plan year 2023 filing to $111M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860483317 · Swca, Incorporated PY 2024 · ESOP

Swca, Inc Employee Stock Ownership Plan and Trust · $111M · 1,274 · 91st

  • IND $111M
  • IND 1,274
  • IND 91st
  • IND ESOP
  • IND near Lift, Inc. Employee Stock Ownership Plan
  • IND ind #18627

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 What is an ESOP? → · Plans in Arizona →

Swca, Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood

Greatland Corporation Employee Stock Ownership PlanGreatland Corporation Employ…$111MH & R Agri-Power Employee Stock Ownership PlanH & R Agri-Power Employee St…$111MSwca, Inc Employee Stock Ownership Plan and TrustSwca, Inc Employee Stock Own…$111MLift, Inc. Employee Stock Ownership PlanLift, Inc. Employee Stock Ow…$111MConsolidated Mill Supply, Inc. Employee Stock Ownership PlanConsolidated Mill Supply, In…$111M
End-of-year total assets ($M) among Swca, Inc Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$111M
Net Income$3M
Employer EIN860483317
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swca, Incorporated)

Sponsor-wide plan assets over time

All Swca, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$189M 51.491617931611% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $125M $189M ▲ +51.5%
Year Plans Participants Total Assets
2022 2 1,970 $125M
2023 2 2,391 $169M
2024 2 2,927 $189M

Nearby ESOP Plans in Arizona

Peer ESOP plans, same state, same plan type, ranked by total assets.

Swca, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Swca, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.11093327 · Participants: 1274Swca, Inc Employee Stock Ownership Plan and TrustThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Swca, Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Swca, Inc Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Swca, Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Lift, Inc. Employee Stock Ownership Plan in PA ($111M); by covered participants it is Conair LLC Savings and Investment Plan in NJ (1,275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,274 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 Swca, Inc Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Swca, Inc Employee Stock Ownership Plan and Trust edged up modestly - up 3.1% during 2024, from $108M to $111M. Reported net income was $3M.
How have Swca, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swca, Incorporated's sponsor-wide assets grew 51.5%, from $125M to $189M.
Where does Swca, Inc Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Swca, Inc Employee Stock Ownership Plan and Trust ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Swca, Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Lift, Inc. Employee Stock Ownership Plan in PA ($111M, 323 participants).
Which ESOP plans cover a similar participant headcount to Swca, Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Conair LLC Savings and Investment Plan in NJ (1,275 participants, $303M 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 860483317.

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.