401(k) · DOL Form 5500 · 2024
Swearingen & Nolan, Inc. 401(k) Plan
Data updated 2026-08-25
- $194K
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $12,121
- Avg per participant Low balance/head
Official DOL plan name: Swearingen & Nolan, Inc. 401(k) Plan · Sponsored by Swearingen & Nolan, Inc. · Alabama · Food Services & Accommodation
$194K in assets, 16 participants
Swearingen & Nolan, Inc.'s Swearingen & Nolan, Inc. 401(k) Plan reported $194K in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #951 in Food Services & Accommodation (3,672 peers)
Swearingen & Nolan, Inc. multi-year trail
Swearingen & Nolan, Inc.'s plans moved -19.9% in assets from 2022 to 2024; this filing shows Swearingen & Nolan, Inc. 401(k) Plan at $194K / 16 participants.
- #951
- in Food Services & Accommodation (3,672 peers)
- +175.6%
- assets growth YoY
Swearingen & Nolan, Inc. 401(k) Plan among the smaller filed plans by assets
Swearingen & Nolan, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$193,933 10th percentile higher than 10% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Swearingen & Nolan, Inc. 401(k) 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. Swearingen & Nolan, Inc. 401(k) Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swearingen & Nolan, Inc. 401(k) Plan end-of-year assets rose from $70K in the plan year 2023 filing to $194K in the plan year 2024 filing.
- Swearingen & Nolan, Inc. 401(k) Plan reported net income rose from -$172K in the plan year 2023 filing to $124K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 842625028 · Swearingen & Nolan, Inc. PY 2024 · 401(k)
Swearingen & Nolan, Inc. 401(k) Plan · $194K · 16 · 10th
- EBSA $194K
- PART 16
- TYPE 10th
- NET 401(k)
- BOOK near Rl Dillman Inc 401(k) Profit Sharing Plan & Trust
- VS-ST ind #951
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 Food Services & Accommodation retirement plans → · Plans in Alabama →
Swearingen & Nolan, Inc. 401(k) Plan in the asset neighbourhood
Swearingen & Nolan, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Swearingen & Nolan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $194K 19.879612645216728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $242K |
| 2023 | 1 | 16 | $70K |
| 2024 | 1 | 16 | $194K |
Swearingen & Nolan, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $70K |
|---|---|
| Net Assets (End of Year) | $194K |
| Net Income | $124K |
| Employer EIN | 842625028 |
| Plan Effective Date | 2019-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Swearingen & Nolan, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Rl Dillman Inc 401(k) Profit Sharing Plan & Trust in CA ($194K); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194K here).
- Rl Dillman Inc 401(k) Profit Sharing Plan & Trust (CA) $194K · 13
- Joan P Cacali Trust (CA) $194K · 2
- Carmodo Enterprises Inc. 401(k) Plan (FL) $194K · N/A
- N & N Holdings, Inc. 401(k) Plan (PA) $194K · 8
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.