401(k) · DOL Form 5500 · 2024

Thompson Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$870K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$434,859
Avg per participant High balance/head
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Official DOL plan name: Svanoe & Thompson 401(k) Plan · Sponsored by Thompson Capital Management, LLC · Iowa · Finance & Insurance

$870K in assets, 2 participants

Thompson Capital Management, LLC's Svanoe & Thompson 401(k) Plan reported $870K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,061 in Finance & Insurance (8,549 peers)

Thompson Capital Management, LLC multi-year trail

Thompson Capital Management, LLC's plans moved -21.9% in assets from 2022 to 2024; this filing shows Svanoe & Thompson 401(k) Plan at $870K / 2 participants.

#1,061
in Finance & Insurance (8,549 peers)
+28.0%
assets growth YoY

Svanoe & Thompson 401(k) Plan among the smaller filed plans by assets

Svanoe & Thompson 401(k) Plan vs every filed plan by assets

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

$869,718 22nd percentile higher than 22% 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

Svanoe & Thompson 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Svanoe & Thompson 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Svanoe & Thompson 401(k) Plan reported net income rose from -$434K in the plan year 2023 filing to $190K in the plan year 2024 filing.
  • Svanoe & Thompson 401(k) Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Svanoe & Thompson 401(k) Plan end-of-year assets rose from $679K in the plan year 2023 filing to $870K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208152542 · Thompson Capital Management, LLC PY 2024 · 401(k)

Svanoe & Thompson 401(k) Plan · $870K · 2 · 22nd

  • TYPE $870K
  • NET 2
  • BOOK 22nd
  • VS-ST 401(k)
  • BOY near E and R Enterprise Retirement Plan
  • SCH ind #1061

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 Finance & Insurance retirement plans → · Plans in Iowa →

Svanoe & Thompson 401(k) Plan in the asset neighbourhood

Svanoe & Thompson 401(k) Plan$870KE and R Enterprise Retirement PlanE and R Enterprise Retiremen…$870K45 North Enterprises, Inc. 401(k) Profit Sharing Plan45 North Enterprises, Inc. 4…$870KIntruder Alert Systems of San Antonio, Inc. 401(k) PlanIntruder Alert Systems of Sa…$870KForged Technical Consulting, Inc. 401(k) PlanForged Technical Consulting,…$870K
End-of-year total assets ($M) among Svanoe & Thompson 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Thompson Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Thompson Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$870K 21.87352342488174% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $1.11M $0.87M ▼ -21.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $679K
2024 1 2 $870K

Thompson Capital Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$679K
Net Assets (End of Year)$870K
Net Income$190K
Employer EIN208152542
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Svanoe & Thompson 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Svanoe & Thompson 401(k) Plan, Total assets ($B): 0.000869718 · Participants: 2Svanoe & Thompson 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Svanoe & Thompson 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Svanoe & Thompson 401(k) Plan side-by-side with 3 peers →

Svanoe & Thompson 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is E and R Enterprise Retirement Plan in WA ($870K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Svanoe & Thompson 401(k) Plan assets move in 2024? ▼
Svanoe & Thompson 401(k) Plan grew sharply - up 28.0% during 2024, from $679K to $870K. Reported net income was $190K.
How have Thompson Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thompson Capital Management, LLC's sponsor-wide assets declined 21.9%, from $1M to $870K.
Where does Svanoe & Thompson 401(k) Plan rank by assets among Form 5500 filers? ▼
Svanoe & Thompson 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Svanoe & Thompson 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is E and R Enterprise Retirement Plan in WA ($870K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Svanoe & Thompson 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 208152542.

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.