Defined Benefit (Pension) · DOL Form 5500 · 2023

Swartz Campbell LLC Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
19
Participants Small participant base
71st
Percentile by assets National rank
$977,569
Avg per participant High balance/head
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Official DOL plan name: Swartz Campbell LLC Retirement Plan · Sponsored by Swartz Campbell LLC · Pennsylvania · Professional & Technical Services

$19M in assets, 19 participants

Swartz Campbell LLC's Swartz Campbell LLC Retirement Plan reported $19M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,396 in Professional & Technical Services (20,321 peers)

Swartz Campbell LLC multi-year trail

Swartz Campbell LLC's plans moved -22.9% in assets from 2022 to 2024; this filing shows Swartz Campbell LLC Retirement Plan at $19M / 19 participants.

#14,396
in Professional & Technical Services (20,321 peers)
+17.4%
assets growth YoY

Swartz Campbell LLC Retirement Plan's outsized position by total assets

Swartz Campbell LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,573,803 Top 29% higher than 71% of 127,068 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 2023

Swartz Campbell LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swartz Campbell LLC Retirement Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swartz Campbell LLC Retirement Plan reported net income rose from $960K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Swartz Campbell LLC Retirement Plan reported participants fell from 26 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Swartz Campbell LLC Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231141190 · Swartz Campbell LLC PY 2023 · Defined Benefit (Pension)

Swartz Campbell LLC Retirement Plan · $19M · 19 · 71st

  • VS-ST $19M
  • BOY 19
  • SCH 71st
  • EBSA Defined Benefit (Pension)
  • PART near Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan
  • TYPE ind #14396

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 Retirement Plan in the asset neighbourhood

Lbv Retirement Plan$19MSwartz Campbell LLC Retirement PlanSwartz Campbell LLC Retireme…$19MIntl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension PlanIntl Assn of Heat & Frost In…$19MForefront Dermatology Cash Balance Pension PlanForefront Dermatology Cash B…$19MIhcc Employee Retirement Plan$19M
End-of-year total assets ($M) among Swartz Campbell LLC Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Swartz Campbell LLC multi-year asset trail

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

Swartz Campbell LLC filing trail (2023)

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

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Swartz Campbell LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Swartz Campbell LLC Retirement Plan, Total assets ($B): 0.018573803 · Participants: 19Swartz Campbell LLC Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Swartz Campbell LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Swartz Campbell LLC Retirement Plan side-by-side with 3 peers →

Swartz Campbell LLC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan in NY ($19M); by covered participants it is Aapex Community Pharmacy Defined Benefit Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Swartz Campbell LLC Retirement Plan assets move in 2023? ▼
Swartz Campbell LLC Retirement Plan grew sharply - up 17.4% during 2023, from $16M to $19M. Reported net income was $3M.
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.
Which Defined Benefit (Pension) plans are similar in size to Swartz Campbell LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan in NY ($19M, 47 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Swartz Campbell LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Aapex Community Pharmacy Defined Benefit Plan in TX (19 participants, $2M in assets).

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.

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.