Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

SWARTZ CAMPBELL LLC RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SWARTZ CAMPBELL LLC

This Defined Benefit (Pension) plan holds $19M in total assets and serves 19 participants as of 2023. It is sponsored by SWARTZ CAMPBELL LLC in Pennsylvania. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$19M
Participants
19
State
Industry
Professional & Technical Services

What the Filing Says About SWARTZ CAMPBELL LLC RETIREMENT PLAN

SWARTZ CAMPBELL LLC RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by SWARTZ CAMPBELL LLC, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 19 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231141190, and the plan has been effective since 1989-12-14. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2023 to $19M at year-end — a gain of 17.4%. Net assets (after liabilities) closed the year at $19M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$3M
Plan TypeDefined Benefit (Pension)
Employer EIN231141190
Plan Effective Date1989-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (SWARTZ CAMPBELL LLC)

Year Plans Participants Total Assets
2022 2 117 $45M
2023 2 103 $51M
2024 1 81 $35M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the SWARTZ CAMPBELL LLC RETIREMENT PLAN?
As of the 2023 Form 5500 filing, SWARTZ CAMPBELL LLC RETIREMENT PLAN holds $19M in total assets with 19 participants. It is sponsored by SWARTZ CAMPBELL LLC.
What type of plan is SWARTZ CAMPBELL LLC RETIREMENT PLAN?
SWARTZ CAMPBELL LLC RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1989-12-14. The plan is filed with the U.S. Department of Labor under EIN 231141190.
Who sponsors the SWARTZ CAMPBELL LLC RETIREMENT PLAN?
SWARTZ CAMPBELL LLC RETIREMENT PLAN is sponsored by SWARTZ CAMPBELL LLC, located in Pennsylvania. The sponsor's EIN is 231141190 and the plan operates in the Professional & Technical Services industry.
How did SWARTZ CAMPBELL LLC RETIREMENT PLAN perform in 2023?
SWARTZ CAMPBELL LLC RETIREMENT PLAN grew by 17.4% during 2023, moving from $16M to $19M in total assets. Net income was $3M.
Where can I find official filings for SWARTZ CAMPBELL LLC RETIREMENT PLAN?
Official Form 5500 filings for SWARTZ CAMPBELL LLC RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231141190 or plan name at efast.dol.gov.
How does SWARTZ CAMPBELL LLC RETIREMENT PLAN compare to other plans?
You can compare SWARTZ CAMPBELL LLC RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 231141190.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.