401(k) · DOL Form 5500 · 2024
Swope Health Services 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 508
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $61,948
- Avg per participant Low balance/head
Official DOL plan name: Swope Health Services Retirement Plan · Sponsored by Swope Health Services · Missouri · Healthcare & Social Assistance
$31M in assets, 508 participants
Swope Health Services's Swope Health Services Retirement Plan reported $31M in total assets and 508 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,765 in Healthcare & Social Assistance (16,916 peers)
Where Swope Health Services Retirement Plan sits by assets
Swope Health Services Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 508 participants (~$61,948/participant), up 5.0% in 2024.
- #13,765
- in Healthcare & Social Assistance (16,916 peers)
- +5.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Swope Health Services Retirement Plan's outsized position by total assets
Swope Health Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,469,766 Top 22% higher than 78% 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
Swope Health Services 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. Swope Health Services Retirement Plan sits mid-pack in the medium band (508 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swope Health Services Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Swope Health Services Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 430957840 · Swope Health Services PY 2024 · 401(k)
Swope Health Services Retirement Plan · $31M · 508 · 78th
- EIN $31M
- RANK 508
- PHOTO 78th
- IND 401(k)
- EOY near Basf Agricultural Products De Puerto Rico Retirement Savings Plan
- 5500 ind #13765
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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →
Swope Health Services Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $1M |
| Employer EIN | 430957840 |
| Plan Effective Date | 1978-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swope Health Services)
Sponsor-wide plan assets over time
All Swope Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 15.904042230487676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 498 | $27M |
| 2023 | 1 | 513 | $30M |
| 2024 | 1 | 508 | $31M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Swope Health Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Basf Agricultural Products De Puerto Rico Retirement Savings Plan in PR ($31M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (508 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (508 participants); asset peers above are excluded.
- Genisys Credit Union 401(k) Plan (MI) 508 · 0 off
- Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan (CO) 508 · 0 off
- H & R Construction Parts & Equipment, Inc. 401(k) Plan (NY) 508 · 0 off
- Albea 401(k) Plan (NJ) 508 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.