401(k) · DOL Form 5500 · 2024

Sword Health, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
258
Participants Below avg headcount
45th
Percentile by assets National rank
$22,592
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Sword Health 401(k) Plan · Sponsored by Sword Health, Inc. · New York · Administrative & Support Services

$6M in assets, 258 participants

Sword Health, Inc.'s Sword Health 401(k) Plan reported $6M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,928 in Administrative & Support Services (4,368 peers)

Coverage in New York

Sword Health 401(k) Plan covers 258 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $6M.

#2,928
in Administrative & Support Services (4,368 peers)
-5.1%
assets change YoY

Sword Health 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Sword Health 401(k) Plan vs every filed plan by assets

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

$5,828,692 45th percentile higher than 45% 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

Sword Health 401(k) 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. Sword Health 401(k) Plan sits mid-pack in the medium band (258 participants).

Published 5500 schedule card

Filing strip 371849452 · Sword Health, Inc. PY 2024 · 401(k)

Sword Health 401(k) Plan · $6M · 258 · 45th

  • PHOTO $6M
  • PHOTO 258
  • PHOTO 45th
  • PHOTO 401(k)
  • PHOTO near Shoals Technologies Group 401(k) Profit Sharing Plan
  • PHOTO ind #2928

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 Administrative & Support Services retirement plans → · Plans in New York →

Sword Health 401(k) Plan in the asset neighbourhood

Sword Health 401(k) Plan$6MShoals Technologies Group 401(k) Profit Sharing PlanShoals Technologies Group 40…$6MLabrie U.S. Employees 401(k) PlanLabrie U.S. Employees 401(k)…$6MMaui Economic Opportunity Inc. 401(k) PlanMaui Economic Opportunity In…$6MJones Simkins LLC 401(k) Profit Sharing PlanJones Simkins LLC 401(k) Pro…$6M
End-of-year total assets ($M) among Sword Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN371849452
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sword Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sword Health 401(k) Plan, Total assets ($B): 0.005828692 · Participants: 258Sword Health 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Sword Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sword Health 401(k) Plan side-by-side with 3 peers →

Sword Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Shoals Technologies Group 401(k) Profit Sharing Plan in TN ($6M); by covered participants it is Clow Valve Company Hourly 401(k) Retirement Plan in AL (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Sword Health 401(k) Plan assets move in 2024? ▼
Sword Health 401(k) Plan pulled back noticeably - down 5.1% during 2024, from $6M to $6M. Reported net income was $1M.
Which 401(k) plans are similar in size to Sword Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shoals Technologies Group 401(k) Profit Sharing Plan in TN ($6M, 524 participants).
Which 401(k) plans cover a similar participant headcount to Sword Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clow Valve Company Hourly 401(k) Retirement Plan in AL (258 participants, $13M 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 371849452.

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.