Profit Sharing · DOL Form 5500 · 2024

S.W. Management LLC Profit Sharing Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
132
Participants Small participant base
70th
Percentile by assets National rank
$147,603
Avg per participant Above avg balance/head
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Official DOL plan name: S.W. Management LLC Profit Sharing Plan · Sponsored by S.W. Management LLC · New York · Real Estate

$19M in assets, 132 participants

S.W. Management LLC's S.W. Management LLC Profit Sharing Plan reported $19M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,875 in Real Estate (4,605 peers)

Coverage in New York

S.W. Management LLC Profit Sharing Plan covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $19M.

#3,875
in Real Estate (4,605 peers)
+15.1%
assets growth YoY

S.W. Management LLC Profit Sharing Plan's outsized position by total assets

S.W. Management LLC Profit Sharing Plan vs every filed plan by assets

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

$19,483,557 Top 30% higher than 70% 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

S.W. Management LLC 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. S.W. Management LLC Profit Sharing Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S.W. Management LLC Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • S.W. Management LLC Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • S.W. Management LLC Profit Sharing Plan reported participants fell from 137 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133919718 · S.W. Management LLC PY 2024 · Profit Sharing

S.W. Management LLC Profit Sharing Plan · $19M · 132 · 70th

  • TYPE $19M
  • NET 132
  • BOOK 70th
  • VS-ST Profit Sharing
  • BOY near Keystone USA Corporation Profit Sharing Plan & Trust
  • SCH ind #3875

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 Real Estate retirement plans → · Plans in New York →

S.W. Management LLC Profit Sharing Plan in the asset neighbourhood

Northwest Human Services 403(b) PlanNorthwest Human Services 403…$20MKeystone USA Corporation Profit Sharing Plan & TrustKeystone USA Corporation Pro…$19MS.W. Management LLC Profit Sharing PlanS.W. Management LLC Profit S…$19MWeca Atc Retirement Plan and TrustWeca Atc Retirement Plan and…$19MBarrett Hospital Development Corporation 403(b) PlanBarrett Hospital Development…$19M
End-of-year total assets ($M) among S.W. Management LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN133919718
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.W. Management LLC)

Sponsor-wide plan assets over time

All S.W. Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.30795035765148% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14M $19.5M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 137 $14M
2023 1 137 $17M
2024 1 132 $19M

Nearby Profit Sharing Plans in New York

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

S.W. Management LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants S.W. Management LLC Profit Sharing Plan, Total assets ($B): 0.019483557 · Participants: 132S.W. Management LLC Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
S.W. Management LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare S.W. Management LLC Profit Sharing Plan side-by-side with 3 peers →

S.W. Management LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Keystone USA Corporation Profit Sharing Plan & Trust in NV ($19M); by covered participants it is Autobody Products, Inc. Profit Sharing Plan in PA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 S.W. Management LLC Profit Sharing Plan assets move in 2024? ▼
S.W. Management LLC Profit Sharing Plan grew sharply - up 15.1% during 2024, from $17M to $19M. Reported net income was $3M.
How have S.W. Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.W. Management LLC's sponsor-wide assets grew 39.3%, from $14M to $19M.
Which Profit Sharing plans are similar in size to S.W. Management LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Keystone USA Corporation Profit Sharing Plan & Trust in NV ($19M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to S.W. Management LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Autobody Products, Inc. Profit Sharing Plan in PA (132 participants, $37M 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 133919718.

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.