401(k) · DOL Form 5500 · 2024

Swva, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
534
Participants Below avg headcount
85th
Percentile by assets National rank
$98,988
Avg per participant Below avg balance/head
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Official DOL plan name: Swva, Inc. Collective Bargaining Unit Retirement Plan · Sponsored by Swva, Inc. · West Virginia · Manufacturing

$53M in assets, 534 participants

Swva, Inc.'s Swva, Inc. Collective Bargaining Unit Retirement Plan reported $53M in total assets and 534 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #13,911 in Manufacturing (17,777 peers)

Where Swva, Inc. Collective Bargaining Unit Retirement Plan sits by assets

Swva, Inc. Collective Bargaining Unit Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 534 participants (~$98,988/participant), up 10.0% in 2024.

#13,911
in Manufacturing (17,777 peers)
+10.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Swva, Inc. Collective Bargaining Unit Retirement Plan's outsized position by total assets

Swva, Inc. Collective Bargaining Unit Retirement Plan vs every filed plan by assets

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

$52,859,500 Top 15% higher than 85% 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

Swva, Inc. Collective Bargaining Unit Retirement 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. Swva, Inc. Collective Bargaining Unit Retirement Plan sits mid-pack in the medium band (534 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swva, Inc. Collective Bargaining Unit Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Swva, Inc. Collective Bargaining Unit Retirement Plan end-of-year assets rose from $48M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Swva, Inc. Collective Bargaining Unit Retirement Plan reported participants rose from 503 in the plan year 2023 filing to 534 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 550621605 · Swva, Inc. PY 2024 · 401(k)

Swva, Inc. Collective Bargaining Unit Retirement Plan · $53M · 534 · 85th

  • PCT $53M
  • PCT 534
  • PCT 85th
  • PCT 401(k)
  • PCT near Donahue Fitzgerald LLP 401(k) Profit Sharing Plan
  • PCT ind #13911

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 Manufacturing retirement plans → · Plans in West Virginia →

Swva, Inc. Collective Bargaining Unit Retirement Plan in the asset neighbourhood

Swva, Inc. Collective Bargaining Unit Retirement PlanSwva, Inc. Collective Bargai…$53MDonahue Fitzgerald LLP 401(k) Profit Sharing PlanDonahue Fitzgerald LLP 401(k…$53MEntact, LLC 401(k) Savings PlanEntact, LLC 401(k) Savings P…$53MDenver School of Science and Technology 401(k) PlanDenver School of Science and…$53MPiedmont Plastic Surgery, P.a. 401(k) PlanPiedmont Plastic Surgery, P.…$53M
End-of-year total assets ($M) among Swva, Inc. Collective Bargaining Unit Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$53M
Net Income$5M
Employer EIN550621605
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swva, Inc.)

Sponsor-wide plan assets over time

All Swva, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 14.448692432355278% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $61.8M $52.9M ▼ -14.5%
Year Plans Participants Total Assets
2022 2 647 $62M
2023 2 645 $48M
2024 1 534 $53M

Nearby 401(k) Plans in West Virginia

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

Swva, Inc. Collective Bargaining Unit Retirement Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Swva, Inc. Collective Bargaining Unit Retirement Plan, Total assets ($B): 0.0528595 · Participants: 534Swva, Inc. Collective Bargaining Unit Retirement PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.177090773 · Participants: 1845Orrick, Herrington & Sutcliffe LLP Retirement PlanVandalia Health System 401(k) Retirement Savings P, Total assets ($B): 0.852839622 · Participants: 0Vandalia Health System 401(k) Retirement Savings PAmerican Public Education Retirement Plan, Total assets ($B): 0.303164024 · Participants: 5717American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255427542 · Participants: 4549West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.2487143 · Participants: 2561United Bankshares, Inc. Savings and Stock Investment Plan
Swva, Inc. Collective Bargaining Unit Retirement Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Swva, Inc. Collective Bargaining Unit Retirement Plan side-by-side with 3 peers →

Swva, Inc. Collective Bargaining Unit Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Donahue Fitzgerald LLP 401(k) Profit Sharing Plan in CA ($53M); by covered participants it is Apple Valley Ford Retirement Savings Plan in MN (534 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (534 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 Swva, Inc. Collective Bargaining Unit Retirement Plan assets move in 2024? ▼
Swva, Inc. Collective Bargaining Unit Retirement Plan grew at a solid clip - up 10.0% during 2024, from $48M to $53M. Reported net income was $5M.
How have Swva, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swva, Inc.'s sponsor-wide assets declined 14.4%, from $62M to $53M.
Where does Swva, Inc. Collective Bargaining Unit Retirement Plan rank by assets among Form 5500 filers? ▼
Swva, Inc. Collective Bargaining Unit Retirement Plan ranks in the 85th 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 401(k) plans are similar in size to Swva, Inc. Collective Bargaining Unit Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Donahue Fitzgerald LLP 401(k) Profit Sharing Plan in CA ($53M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Swva, Inc. Collective Bargaining Unit Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Valley Ford Retirement Savings Plan in MN (534 participants, $34M 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 550621605.

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.