Money Purchase · DOL Form 5500 · 2024

Swift and Mccormick Metal Processor Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
33rd
Percentile by assets National rank
$278,982
Avg per participant High balance/head
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Official DOL plan name: Standardized Combination Prototype Plan · Sponsored by Swift and Mccormick Metal Processor · Oregon · Manufacturing

$3M in assets, 10 participants

Swift and Mccormick Metal Processor's Standardized Combination Prototype Plan reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,998 in Manufacturing (17,777 peers)

Swift and Mccormick Metal Processor multi-year trail

Swift and Mccormick Metal Processor's plans moved +33.7% in assets from 2022 to 2024; this filing shows Standardized Combination Prototype Plan at $3M / 10 participants.

#2,998
in Manufacturing (17,777 peers)
+10.1%
assets growth YoY

Standardized Combination Prototype Plan among the smaller filed plans by assets

Standardized Combination Prototype Plan vs every filed plan by assets

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

$2,789,820 33rd percentile higher than 33% 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

Standardized Combination Prototype Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Standardized Combination Prototype Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Standardized Combination Prototype Plan reported net income fell from $447K in the plan year 2023 filing to $256K in the plan year 2024 filing.
  • Standardized Combination Prototype Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 930595049 · Swift and Mccormick Metal Processor PY 2024 · Money Purchase

Standardized Combination Prototype Plan · $3M · 10 · 33rd

  • EIN $3M
  • RANK 10
  • PHOTO 33rd
  • IND Money Purchase
  • EOY near Objective Marketing Inc Profit Sharing Plan
  • 5500 ind #2998

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 Manufacturing retirement plans → · Plans in Oregon →

Standardized Combination Prototype Plan in the asset neighbourhood

Amended Charles S. James, D.D.S., Ltd. Pension Plan and TrustAmended Charles S. James, D.…$3MLegal Aid Society of Orange County Inc. Money Purchase PlanLegal Aid Society of Orange …$3MStandardized Combination Prototype PlanStandardized Combination Pro…$3MObjective Marketing Inc Profit Sharing PlanObjective Marketing Inc Prof…$3MRoberto Vazquez Ramos Retirement PlanRoberto Vazquez Ramos Retire…$3M
End-of-year total assets ($M) among Standardized Combination Prototype Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Swift and Mccormick Metal Processor multi-year asset trail

Sponsor-wide plan assets over time

All Swift and Mccormick Metal Processor plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.74023493677877% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.48M $4.65M ▲ +33.6%
Year Plans Participants Total Assets
2022 2 22 $3M
2023 2 20 $4M
2024 2 20 $5M

Swift and Mccormick Metal Processor filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$256K
Employer EIN930595049
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Oregon

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Standardized Combination Prototype Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Standardized Combination Prototype Plan, Total assets ($B): 0.00278982 · Participants: 10Standardized Combination Prototype PlanInternational Brotherhood of Electrical Workers District No. 9 Pension Plan, Total assets ($B): 2.46815236 · Participants: 29645International Brotherhood of Electrical Workers District No. 9 Pension PlanNorthwest Permanente, P.C. Retirement Plan - Mpp Aspect, Total assets ($B): 1.113209094 · Participants: 1562Northwest Permanente, P.C. Retirement Plan - Mpp AspectCascade Pension Trust Money Purchase Pension Plan, Total assets ($B): 0.425348565 · Participants: 2355Cascade Pension Trust Money Purchase Pension PlanSamaritan Health Services Retirement Plan, Total assets ($B): 0.320567569 · Participants: 5342Samaritan Health Services Retirement PlanLocal Union 598 Supplemental Pension Plan, Total assets ($B): 0.166391319 · Participants: 688Local Union 598 Supplemental Pension Plan
Standardized Combination Prototype Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
Compare Standardized Combination Prototype Plan side-by-side with 3 peers →

Standardized Combination Prototype Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oregon, the nearest Money Purchase by assets is Objective Marketing Inc Profit Sharing Plan in IL ($3M); by covered participants it is Wilkins Investment Counsel, Inc. Profit Sharing Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Standardized Combination Prototype Plan assets move in 2024? ▼
Standardized Combination Prototype Plan grew at a solid clip - up 10.1% during 2024, from $3M to $3M. Reported net income was $256K.
How have Swift and Mccormick Metal Processor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swift and Mccormick Metal Processor's sponsor-wide assets grew 33.7%, from $3M to $5M.
Which Money Purchase plans are similar in size to Standardized Combination Prototype Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Objective Marketing Inc Profit Sharing Plan in IL ($3M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Standardized Combination Prototype Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Wilkins Investment Counsel, Inc. Profit Sharing Plan in MA (10 participants, $6M 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 930595049.

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.