401(k) · DOL Form 5500 · 2023

Swan & Gardiner, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
38th
Percentile by assets National rank
$221,443
Avg per participant Above avg balance/head
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Official DOL plan name: The Swan & Gardiner 401(k) Profit Sharing Plan & Trust · Sponsored by Swan & Gardiner, LLC · Nevada · Professional & Technical Services

$4M in assets, 16 participants

Swan & Gardiner, LLC's The Swan & Gardiner 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 16 participants in its 2023 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.

  • #7,183 in Professional & Technical Services (20,321 peers)

Swan & Gardiner, LLC multi-year trail

Swan & Gardiner, LLC's plans moved +10.3% in assets from 2023 to 2024; this filing shows The Swan & Gardiner 401(k) Profit Sharing Plan & Trust at $4M / 16 participants.

#7,183
in Professional & Technical Services (20,321 peers)
+16.8%
assets growth YoY

The Swan & Gardiner 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

The Swan & Gardiner 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,543,089 38th percentile higher than 38% of 127,068 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 2023

The Swan & Gardiner 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Swan & Gardiner 401(k) Profit Sharing Plan & Trust is a small filing (16 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 880384266 · Swan & Gardiner, LLC PY 2023 · 401(k)

The Swan & Gardiner 401(k) Profit Sharing Plan & Trust · $4M · 16 · 38th

  • SCH $4M
  • SCH 16
  • SCH 38th
  • SCH 401(k)
  • SCH near Avid Engineers LLC 401(k) Plan
  • SCH ind #7183

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 Nevada →

The Swan & Gardiner 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The Swan & Gardiner 401(k) Profit Sharing Plan & TrustThe Swan & Gardiner 401(k) P…$4MAvid Engineers LLC 401(k) PlanAvid Engineers LLC 401(k) Pl…$4MTemplafy 401(k) Plan$4MMount Vernon Bank Employee Stock Ownership Plan with 401(k) ProvisionsMount Vernon Bank Employee S…$4MThe Kerusso 401(k) Plan$4M
End-of-year total assets ($M) among The Swan & Gardiner 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Swan & Gardiner, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Swan & Gardiner, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.323788084352383% vs 2023
2024 filing year
$3.4M$3.6M$3.8M$4M 20232024 $3.54M $3.91M ▲ +10.5%
Year Plans Participants Total Assets
2023 1 16 $4M
2024 1 15 $4M

Swan & Gardiner, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$509K
Employer EIN880384266
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

The Swan & Gardiner 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants The Swan & Gardiner 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003543089 · Participants: 16The Swan & Gardiner 401(k) Profit Sharing Plan & TrustThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
The Swan & Gardiner 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare The Swan & Gardiner 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

The Swan & Gardiner 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Avid Engineers LLC 401(k) Plan in MA ($4M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 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 (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Swan & Gardiner 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
The Swan & Gardiner 401(k) Profit Sharing Plan & Trust grew sharply - up 16.8% during 2023, from $3M to $4M. Reported net income was $509K.
How have Swan & Gardiner, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Swan & Gardiner, LLC's sponsor-wide assets grew 10.3%, from $4M to $4M.
Which 401(k) plans are similar in size to The Swan & Gardiner 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Avid Engineers LLC 401(k) Plan in MA ($4M, 36 participants).
Which 401(k) plans cover a similar participant headcount to The Swan & Gardiner 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 880384266.

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.