401(k) · DOL Form 5500 · 2024
The Swift Group Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 314
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $140,678
- Avg per participant Near avg balance/head
Official DOL plan name: The Swift Group 401(k) Profit Sharing Plan · Sponsored by The Swift Group Holdings, LLC · Virginia · Professional & Technical Services
$44M in assets, 314 participants
The Swift Group Holdings, LLC's The Swift Group 401(k) Profit Sharing Plan reported $44M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,814 in Professional & Technical Services (20,173 peers)
Coverage in Virginia
The Swift Group 401(k) Profit Sharing Plan covers 314 participants in Virginia, about 40% of the average Virginia filer (state average ~782 per filing). Assets: $44M.
- #16,814
- in Professional & Technical Services (20,173 peers)
- +182.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Swift Group 401(k) Profit Sharing Plan's outsized position by total assets
The Swift Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,172,944 Top 17% higher than 83% 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 Swift Group 401(k) Profit Sharing 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 Swift Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (314 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Swift Group 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- The Swift Group 401(k) Profit Sharing Plan reported participants rose from 141 in the plan year 2023 filing to 314 in the plan year 2024 filing.
- The Swift Group 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 834250369 · The Swift Group Holdings, LLC PY 2024 · 401(k)
The Swift Group 401(k) Profit Sharing Plan · $44M · 314 · 83rd
- BOOK $44M
- BOOK 314
- BOOK 83rd
- BOOK 401(k)
- BOOK near Soliant 401(k) Plan
- BOOK ind #16814
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 Virginia →
The Swift Group 401(k) Profit Sharing Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $8M |
| Employer EIN | 834250369 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Swift Group Holdings, LLC)
Sponsor-wide plan assets over time
All The Swift Group Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 318.52114508925126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $11M |
| 2023 | 1 | 141 | $16M |
| 2024 | 1 | 314 | $44M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
The Swift Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Soliant 401(k) Plan in GA ($44M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (314 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Soliant 401(k) Plan (GA) $44M · 8,373
- Adfinitas Health 401(k) Retirement Plan (MD) $44M · 421
- Mosure & Syrakis 401(k) Profit Sharing Trust (OH) $44M · 384
- Southwest Human Development, Inc. 401(k) and Profit Sharing Plan (AZ) $44M · 832
Similar participant headcount
Nearest other-state filings by covered participants (314 participants); asset peers above are excluded.
- Data Center, Inc. Savings & Retirement Plan (KS) 314 · 0 off
- Truebeck Construction, Inc. 401(k) Plan (CA) 314 · 0 off
- Wcf 401(k) Plan (UT) 314 · 0 off
- Hoffer Plastics Corporation Profit Sharing and 401(k) Plan (IL) 314 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.