401(k) · DOL Form 5500 · 2024

Swartz Campbell LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
81
Participants Small participant base
79th
Percentile by assets National rank
$429,351
Avg per participant High balance/head
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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.

  • #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.

#16,110
in Professional & Technical Services (20,173 peers)
+6.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Swartz Campbell LLC Capital Accumulation Plan's outsized position 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 $2,050,000,000 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

Swartz Campbell LLC Capital Accumulation 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. Swartz Campbell LLC Capital Accumulation Plan is a small filing (81 participants) on this national headcount ladder.

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 →

EBSA filing schedule strip

Filing strip 231141190 · Swartz Campbell LLC PY 2024 · 401(k)

Swartz Campbell LLC Capital Accumulation Plan · $35M · 81 · 79th

  • ASSETS $35M
  • PCT 81
  • EIN 79th
  • RANK 401(k)
  • PHOTO near Santa Cruz Seaside Company Profit Sharing and 401(k) Plan
  • IND ind #16110

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 Pennsylvania →

Swartz Campbell LLC Capital Accumulation Plan in the asset neighbourhood

Swartz Campbell LLC Capital Accumulation PlanSwartz Campbell LLC Capital …$35MSanta Cruz Seaside Company Profit Sharing and 401(k) PlanSanta Cruz Seaside Company P…$35MMeadville Forging Company Profit Sharing Retirement and SavingsMeadville Forging Company Pr…$35MKrugliak, Wilkins, Griffiths & Dougherty Co., Lpa. Profit Sharing and 401(k) PlanKrugliak, Wilkins, Griffiths…$35MHasco 401(k) Plan and Trust$35M
End-of-year total assets ($M) among Swartz Campbell LLC Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Swartz Campbell LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 22.88020620150576% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $45.1M $34.8M ▼ -22.9%
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 ($B) Participants Swartz Campbell LLC Capital Accumulation Plan, Total assets ($B): 0.034777407 · Participants: 81Swartz Campbell LLC Capital Accumulation PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Swartz Campbell LLC Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Swartz Campbell LLC Capital Accumulation Plan side-by-side with 3 peers →

Swartz Campbell LLC Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Santa Cruz Seaside Company Profit Sharing and 401(k) Plan in CA ($35M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 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).
Which 401(k) plans cover a similar participant headcount to Swartz Campbell LLC Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants, $9M 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 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.