401(k) · DOL Form 5500 · 2024

Swk Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
292
Participants Below avg headcount
38th
Percentile by assets National rank
$13,534
Avg per participant Low balance/head
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Official DOL plan name: Swk Management, Inc. 401(k) Plan · Sponsored by Swk Management, Inc. · Florida · Construction

$4M in assets, 292 participants

Swk Management, Inc.'s Swk Management, Inc. 401(k) Plan reported $4M in total assets and 292 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,328 in Construction (9,039 peers)

Coverage in Florida

Swk Management, Inc. 401(k) Plan covers 292 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#3,328
in Construction (9,039 peers)
+7.2%
assets growth YoY

Swk Management, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Swk Management, Inc. 401(k) Plan vs every filed plan by assets

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

$3,951,869 38th percentile higher than 38% 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

Swk Management, Inc. 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. Swk Management, Inc. 401(k) Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swk Management, Inc. 401(k) Plan reported participants rose from 100 in the plan year 2023 filing to 292 in the plan year 2024 filing.
  • Swk Management, Inc. 401(k) Plan reported net income fell from $631K in the plan year 2023 filing to $265K in the plan year 2024 filing.
  • Swk Management, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 843173233 · Swk Management, Inc. PY 2024 · 401(k)

Swk Management, Inc. 401(k) Plan · $4M · 292 · 38th

  • PCT $4M
  • PCT 292
  • PCT 38th
  • PCT 401(k)
  • PCT near Cardinal Tracking, Inc. 401(k) Plan
  • PCT ind #3328

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 Construction retirement plans → · Plans in Florida →

Swk Management, Inc. 401(k) Plan in the asset neighbourhood

Swk Management, Inc. 401(k) PlanSwk Management, Inc. 401(k) …$4MCardinal Tracking, Inc. 401(k) PlanCardinal Tracking, Inc. 401(…$4MSeymour-Midwest Retirement PlanSeymour-Midwest Retirement P…$4MJasper Therapeutics 401(k) PlanJasper Therapeutics 401(k) P…$4MThe Millennia Housing Management, Ltd. 401(k) PlanThe Millennia Housing Manage…$4M
End-of-year total assets ($M) among Swk Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$265K
Employer EIN843173233
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swk Management, Inc.)

Sponsor-wide plan assets over time

All Swk Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.46220225159409% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.74M $3.95M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 138 $3M
2023 1 100 $4M
2024 1 292 $4M

Nearby 401(k) Plans in Florida

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

Swk Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Swk Management, Inc. 401(k) Plan, Total assets ($B): 0.003951869 · Participants: 292Swk Management, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Swk Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Swk Management, Inc. 401(k) Plan side-by-side with 3 peers →

Swk Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cardinal Tracking, Inc. 401(k) Plan in TX ($4M); by covered participants it is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Swk Management, Inc. 401(k) Plan assets move in 2024? ▼
Swk Management, Inc. 401(k) Plan grew at a solid clip - up 7.2% during 2024, from $4M to $4M. Reported net income was $265K.
How have Swk Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swk Management, Inc.'s sponsor-wide assets grew 44.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Swk Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardinal Tracking, Inc. 401(k) Plan in TX ($4M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Swk Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 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 843173233.

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.