ESOP · DOL Form 5500 · 2024

Swa Group ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
275
Participants Below avg headcount
80th
Percentile by assets National rank
$131,619
Avg per participant Near avg balance/head
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Official DOL plan name: Swa Group Employee Stock Ownership Plan · Sponsored by Swa Group · California · Professional & Technical Services

$36M in assets, 275 participants

Swa Group's Swa Group Employee Stock Ownership Plan reported $36M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,224 in Professional & Technical Services (20,173 peers)

Coverage in California

Swa Group Employee Stock Ownership Plan covers 275 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $36M.

#16,224
in Professional & Technical Services (20,173 peers)
+9.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Swa Group Employee Stock Ownership Plan's outsized position by total assets

Swa Group Employee Stock Ownership Plan vs every filed plan by assets

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

$36,195,110 Top 20% higher than 80% 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

Swa Group Employee Stock Ownership 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. Swa Group Employee Stock Ownership Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swa Group Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Swa Group Employee Stock Ownership Plan end-of-year assets rose from $33M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Swa Group Employee Stock Ownership Plan reported participants fell from 289 in the plan year 2023 filing to 275 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941483448 · Swa Group PY 2024 · ESOP

Swa Group Employee Stock Ownership Plan · $36M · 275 · 80th

  • EOY $36M
  • EOY 275
  • EOY 80th
  • EOY ESOP
  • EOY near The Severn Group Employee Stock Ownership Plan
  • EOY ind #16224

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 What is an ESOP? → · Plans in California →

Swa Group Employee Stock Ownership Plan in the asset neighbourhood

Unitek Holdings Inc. Employee Stock Ownership PlanUnitek Holdings Inc. Employe…$36MIfs Employee Stock Ownership PlanIfs Employee Stock Ownership…$36MNorthfield Bank Employee Stock Ownership PlanNorthfield Bank Employee Sto…$36MSwa Group Employee Stock Ownership PlanSwa Group Employee Stock Own…$36MThe Severn Group Employee Stock Ownership PlanThe Severn Group Employee St…$36M
End-of-year total assets ($M) among Swa Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$36M
Net Income$3M
Employer EIN941483448
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swa Group)

Sponsor-wide plan assets over time

All Swa Group plans reported in each filing year

Latest sponsor-wide plan assets
$125M 12.15735754309176% vs 2022
2024 filing year
$110M$115M$120M$125M$130M 202220232024 $112M $125M ▲ +12.2%
Year Plans Participants Total Assets
2022 2 523 $112M
2023 2 560 $115M
2024 2 527 $125M

Nearby ESOP Plans in California

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

Swa Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Swa Group Employee Stock Ownership Plan, Total assets ($B): 0.03619511 · Participants: 275Swa Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Swa Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Swa Group Employee Stock Ownership Plan side-by-side with 3 peers →

Swa Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Severn Group Employee Stock Ownership Plan in MD ($36M); by covered participants it is Physical Sciences Inc. Employee Stock Ownership Plan in MA (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Swa Group Employee Stock Ownership Plan assets move in 2024? ▼
Swa Group Employee Stock Ownership Plan grew at a solid clip - up 9.1% during 2024, from $33M to $36M. Reported net income was $3M.
How have Swa Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swa Group's sponsor-wide assets grew 12.2%, from $112M to $125M.
Where does Swa Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Swa Group Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Swa Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Severn Group Employee Stock Ownership Plan in MD ($36M, 57 participants).
Which ESOP plans cover a similar participant headcount to Swa Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Physical Sciences Inc. Employee Stock Ownership Plan in MA (275 participants, $93M 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 941483448.

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.