401(k) · DOL Form 5500 · 2024

Swanson Group, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
741
Participants Near avg headcount
87th
Percentile by assets National rank
$86,923
Avg per participant Below avg balance/head
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Official DOL plan name: Swanson Group, Inc. and Affiliated Companies Employee Savings Plan · Sponsored by Swanson Group, Inc. · Oregon · Manufacturing

$64M in assets, 741 participants

Swanson Group, Inc.'s Swanson Group, Inc. and Affiliated Companies Employee Savings Plan reported $64M in total assets and 741 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,394 in Manufacturing (17,777 peers)

Where Swanson Group, Inc. and Affiliated Companies Employee Savings Plan sits by assets

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan sits in the top quartile of all filed plans by assets, $64M for 741 participants (~$86,923/participant), up 5.9% in 2024.

#14,394
in Manufacturing (17,777 peers)
+5.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan's outsized position by total assets

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan vs every filed plan by assets

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

$64,410,308 Top 13% higher than 87% 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

Swanson Group, Inc. and Affiliated Companies Employee Savings 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. Swanson Group, Inc. and Affiliated Companies Employee Savings Plan sits mid-pack in the medium band (741 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swanson Group, Inc. and Affiliated Companies Employee Savings Plan reported net income fell from $11M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Swanson Group, Inc. and Affiliated Companies Employee Savings Plan end-of-year assets rose from $61M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Swanson Group, Inc. and Affiliated Companies Employee Savings Plan reported participants fell from 755 in the plan year 2023 filing to 741 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 930475444 · Swanson Group, Inc. PY 2024 · 401(k)

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan · $64M · 741 · 87th

  • NET $64M
  • NET 741
  • NET 87th
  • NET 401(k)
  • NET near Tyonek Native Corporation 401(k) Plan
  • NET ind #14394

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 Manufacturing retirement plans → · Plans in Oregon →

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan in the asset neighbourhood

Swanson Group, Inc. and Affiliated Companies Employee Savings PlanSwanson Group, Inc. and Affi…$64MTyonek Native Corporation 401(k) PlanTyonek Native Corporation 40…$64MForkardt Hardinge Retirement PlanForkardt Hardinge Retirement…$64MEbenezer Society 401(k) Profit-Sharing PlanEbenezer Society 401(k) Prof…$64MApco Holdings 401(k) Plan$64M
End-of-year total assets ($M) among Swanson Group, Inc. and Affiliated Companies Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$64M
Net Income$4M
Employer EIN930475444
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swanson Group, Inc.)

Sponsor-wide plan assets over time

All Swanson Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 29.550521776763333% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $49.7M $64.4M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 774 $50M
2023 1 755 $61M
2024 1 741 $64M

Nearby 401(k) Plans in Oregon

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

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Swanson Group, Inc. and Affiliated Companies Employee Savings Plan, Total assets ($B): 0.064410308 · Participants: 741Swanson Group, Inc. and Affiliated Companies Employee Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Swanson Group, Inc. and Affiliated Companies Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Swanson Group, Inc. and Affiliated Companies Employee Savings Plan side-by-side with 3 peers →

Swanson Group, Inc. and Affiliated Companies Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Tyonek Native Corporation 401(k) Plan in AL ($64M); by covered participants it is Grand Itasca Clinic & Hospital 401(k) Plan and Trust in MN (741 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (741 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 Swanson Group, Inc. and Affiliated Companies Employee Savings Plan assets move in 2024? ▼
Swanson Group, Inc. and Affiliated Companies Employee Savings Plan grew at a solid clip - up 5.9% during 2024, from $61M to $64M. Reported net income was $4M.
How have Swanson Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swanson Group, Inc.'s sponsor-wide assets grew 29.6%, from $50M to $64M.
Where does Swanson Group, Inc. and Affiliated Companies Employee Savings Plan rank by assets among Form 5500 filers? ▼
Swanson Group, Inc. and Affiliated Companies Employee Savings Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Swanson Group, Inc. and Affiliated Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tyonek Native Corporation 401(k) Plan in AL ($64M, 1,586 participants).
Which 401(k) plans cover a similar participant headcount to Swanson Group, Inc. and Affiliated Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grand Itasca Clinic & Hospital 401(k) Plan and Trust in MN (741 participants, $114M 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 930475444.

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.