401(k) · DOL Form 5500 · 2024

Swope Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
20
Participants Small participant base
68th
Percentile by assets National rank
$884,015
Avg per participant High balance/head
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Official DOL plan name: Swope Medical Group Inc Profit Sharing 401(k) Plan · Sponsored by Swope Medical Group, Inc. · California · Healthcare & Social Assistance

$18M in assets, 20 participants

Swope Medical Group, Inc.'s Swope Medical Group Inc Profit Sharing 401(k) Plan reported $18M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,286 in Healthcare & Social Assistance (16,916 peers)

Swope Medical Group, Inc. multi-year trail

Swope Medical Group, Inc.'s plans moved +40.7% in assets from 2022 to 2024; this filing shows Swope Medical Group Inc Profit Sharing 401(k) Plan at $18M / 20 participants.

#12,286
in Healthcare & Social Assistance (16,916 peers)
+16.3%
assets growth YoY

Swope Medical Group Inc Profit Sharing 401(k) Plan's outsized position by total assets

Swope Medical Group Inc Profit Sharing 401(k) Plan vs every filed plan by assets

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

$17,680,292 Top 32% higher than 68% 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

Swope Medical Group Inc Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swope Medical Group Inc Profit Sharing 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swope Medical Group Inc Profit Sharing 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Swope Medical Group Inc Profit Sharing 401(k) Plan reported participants fell from 23 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Swope Medical Group Inc Profit Sharing 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942706692 · Swope Medical Group, Inc. PY 2024 · 401(k)

Swope Medical Group Inc Profit Sharing 401(k) Plan · $18M · 20 · 68th

  • EBSA $18M
  • EBSA 20
  • EBSA 68th
  • EBSA 401(k)
  • EBSA near Terryberry Company 401(k) Plan
  • EBSA ind #12286

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 California →

Swope Medical Group Inc Profit Sharing 401(k) Plan in the asset neighbourhood

Swope Medical Group Inc Profit Sharing 401(k) PlanSwope Medical Group Inc Prof…$18MTerryberry Company 401(k) PlanTerryberry Company 401(k) Pl…$18MMueller Retirement Savings 401(k) PlanMueller Retirement Savings 4…$18MRenaissance Investment Management Employees' 401(k) PlanRenaissance Investment Manag…$18MVinco, Inc. Employees' 401(k) PlanVinco, Inc. Employees' 401(k…$18M
End-of-year total assets ($M) among Swope Medical Group Inc Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Swope Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Swope Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 40.739774305847156% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $17.7M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 19 $13M
2023 1 23 $15M
2024 1 20 $18M

Swope Medical Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN942706692
Plan Effective Date1983-04-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Swope Medical Group Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Swope Medical Group Inc Profit Sharing 401(k) Plan, Total assets ($B): 0.017680292 · Participants: 20Swope Medical Group Inc Profit Sharing 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Swope Medical Group Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Swope Medical Group Inc Profit Sharing 401(k) Plan side-by-side with 3 peers →

Swope Medical Group Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Terryberry Company 401(k) Plan in MI ($18M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Swope Medical Group Inc Profit Sharing 401(k) Plan assets move in 2024? ▼
Swope Medical Group Inc Profit Sharing 401(k) Plan grew sharply - up 16.3% during 2024, from $15M to $18M. Reported net income was $2M.
How have Swope Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swope Medical Group, Inc.'s sponsor-wide assets grew 40.7%, from $13M to $18M.
Which 401(k) plans are similar in size to Swope Medical Group Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terryberry Company 401(k) Plan in MI ($18M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Swope Medical Group Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 942706692.

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.