401(k) · DOL Form 5500 · 2024

Swartz Campbell LLC 401(k) Plan

Data updated 2026-08-11

$35M
Total assets
81
Participants
79th
Percentile by assets
$429,351
Avg per participant
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Official DOL plan name: Swartz Campbell LLC Capital Accumulation Plan · Sponsored by Swartz Campbell LLC · Pennsylvania · Professional & Technical Services

$35M in assets, 81 participants

Swartz Campbell LLC's Swartz Campbell LLC Capital Accumulation Plan reported $35M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 123,622 plans)
  • #16,110 in Professional & Technical Services (20,173 peers)

Where Swartz Campbell LLC Capital Accumulation Plan sits by assets

Swartz Campbell LLC Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $35M for 81 participants (~$429,351/participant), up 6.9% in 2024.

$35M
total plan assets (2024 EOY)
81
covered participants
79th
percentile by assets (of 123,622 plans)
$429,351
avg assets per participant

Where Swartz Campbell LLC Capital Accumulation Plan sits by total assets

Swartz Campbell LLC Capital Accumulation Plan vs every filed plan by assets

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

$34,777,407 Top 21% higher than 79% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swartz Campbell LLC Capital Accumulation Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Swartz Campbell LLC Capital Accumulation Plan end-of-year assets rose from $33M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Swartz Campbell LLC Capital Accumulation Plan reported participants fell from 84 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Professional & Technical Services

Swartz Campbell LLC Capital Accumulation Plan vs the 2024 asset distribution

By assets, Swartz Campbell LLC Capital Accumulation Plan outranks 79% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN231141190
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swartz Campbell LLC)

$30M$35M$40M$45M$50M$55M 202220232024 $45.1M $34.8M ▼ -22.9%
Total plan assets by year, all Swartz Campbell LLC plans on file
Year Plans Participants Total Assets
2022 2 117 $45M
2023 2 103 $51M
2024 1 81 $35M

Nearby 401(k) Plans in Pennsylvania

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

Swartz Campbell LLC Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Swartz Campbell LLC …, Total assets ($B): 0.034777407 · Participants: 81Swartz Campbell LLC …Comcast Corporation …, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation …The Cigna Group 401(…, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(…The Vanguard Retirem…, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirem…Thermo Fisher Scient…, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scient…The PNC Financial Se…, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Se…
Swartz Campbell LLC Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Swartz Campbell LLC Capital Accumulation… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Swartz Campbell LLC Capital Accumulation Plan by total assets, not by location.

Frequently Asked Questions

How did Swartz Campbell LLC Capital Accumulation Plan assets move in 2024? ▼
Swartz Campbell LLC Capital Accumulation Plan grew at a solid clip - up 6.9% during 2024, from $33M to $35M. Reported net income was $2M.
How have Swartz Campbell LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swartz Campbell LLC's sponsor-wide assets declined 22.9%, from $45M to $35M.
Where does Swartz Campbell LLC Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Swartz Campbell LLC Capital Accumulation Plan ranks in the 79th 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 Swartz Campbell LLC Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Santa Cruz Seaside Company Profit Sharing and 401(k) Plan in CA ($35M, 438 participants).

Next read for Swartz Campbell LLC Capital Accumulation…

Scale reading

Ways to act on Swartz Campbell LLC Capital Accumulation Plan's numbers.

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 231141190.

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.