401(k) · DOL Form 5500 · 2024

Swa Group 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
252
Participants Below avg headcount
90th
Percentile by assets National rank
$353,353
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swa Group Profit Sharing and Savings Plan · Sponsored by Swa Group · California · Professional & Technical Services

$89M in assets, 252 participants

Swa Group's Swa Group Profit Sharing and Savings Plan reported $89M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,281 in Professional & Technical Services (20,173 peers)

Coverage in California

Swa Group Profit Sharing and Savings Plan covers 252 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $89M.

#18,281
in Professional & Technical Services (20,173 peers)
+8.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Swa Group Profit Sharing and Savings Plan's outsized position by total assets

Swa Group Profit Sharing and Savings Plan vs every filed plan by assets

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

$89,044,847 Top 10% higher than 90% 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 Profit Sharing and Savings 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 Profit Sharing and Savings Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swa Group Profit Sharing and Savings Plan reported net income rose from $1M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Swa Group Profit Sharing and Savings Plan end-of-year assets rose from $82M in the plan year 2023 filing to $89M in the plan year 2024 filing.
  • Swa Group Profit Sharing and Savings Plan reported participants fell from 271 in the plan year 2023 filing to 252 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941483448 · Swa Group PY 2024 · 401(k)

Swa Group Profit Sharing and Savings Plan · $89M · 252 · 90th

  • NET $89M
  • NET 252
  • NET 90th
  • NET 401(k)
  • NET near Cantor Colburn LLP 401(k) Profit Sharing Plan
  • NET ind #18281

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 Professional & Technical Services retirement plans → · Plans in California →

Swa Group Profit Sharing and Savings Plan in the asset neighbourhood

Cantor Colburn LLP 401(k) Profit Sharing PlanCantor Colburn LLP 401(k) Pr…$89MAmerican Society of Mechanical Engineers 401(k) PlanAmerican Society of Mechanic…$89MSwa Group Profit Sharing and Savings PlanSwa Group Profit Sharing and…$89MPure Fishing, Inc Retirement PlanPure Fishing, Inc Retirement…$89MThe Weather Shield Retirement PlanThe Weather Shield Retiremen…$89M
End-of-year total assets ($M) among Swa Group Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$89M
Net Income$7M
Employer EIN941483448
Plan Effective Date1989-07-01
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 401(k) Plans in California

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

Swa Group Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Swa Group Profit Sharing and Savings Plan, Total assets ($B): 0.089044847 · Participants: 252Swa Group Profit Sharing and Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Swa Group Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Swa Group Profit Sharing and Savings Plan side-by-side with 3 peers →

Swa Group Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cantor Colburn LLP 401(k) Profit Sharing Plan in CT ($89M); by covered participants it is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Profit Sharing and Savings Plan assets move in 2024? ▼
Swa Group Profit Sharing and Savings Plan grew at a solid clip - up 8.4% during 2024, from $82M to $89M. Reported net income was $7M.
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 Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Swa Group Profit Sharing and Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Swa Group Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cantor Colburn LLP 401(k) Profit Sharing Plan in CT ($89M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Swa Group Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants, N/A 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.