Civic Intelligence

Swedish Institute Inc.

Plan context: Swedish Holdings 401(K) Plan

EIN 13-1786132 • New York, NY • 26 filings • 7 plans

226 West 26th Street7th FloorNew York, NY 10001
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$4,140,044

2024 Contributions

$309,899

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,703,399$2,851,700$0199920152024YearValue
$4,140,044Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2041020199920122024YearValue
67Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024167$4,140,044$309,899$4,625iApproximate average salary by contribution assumption: employee only about $115,634 at 4% or $77,089 at 6%; with 50% employer match about $77,089 at 4% or $51,393 at 6%; with 100% employer match about $57,817 at 4% or $38,545 at 6%.
Swedish Holdings 401(K) Plan-67$4,140,044$309,899$4,625iApproximate average salary by contribution assumption: employee only about $115,634 at 4% or $77,089 at 6%; with 50% employer match about $77,089 at 4% or $51,393 at 6%; with 100% employer match about $57,817 at 4% or $38,545 at 6%.
2023168$3,858,306$291,285$4,284iApproximate average salary by contribution assumption: employee only about $107,090 at 4% or $71,393 at 6%; with 50% employer match about $71,393 at 4% or $47,596 at 6%; with 100% employer match about $53,545 at 4% or $35,697 at 6%.
Swedish Holdings 401(K) Plan-68$3,858,306$291,285$4,284iApproximate average salary by contribution assumption: employee only about $107,090 at 4% or $71,393 at 6%; with 50% employer match about $71,393 at 4% or $47,596 at 6%; with 100% employer match about $53,545 at 4% or $35,697 at 6%.
20221144$4,035,543$284,715$1,977iApproximate average salary by contribution assumption: employee only about $49,430 at 4% or $32,953 at 6%; with 50% employer match about $32,953 at 4% or $21,969 at 6%; with 100% employer match about $24,715 at 4% or $16,477 at 6%.
Swedish Holdings 401(K) Plan-144$4,035,543$284,715$1,977iApproximate average salary by contribution assumption: employee only about $49,430 at 4% or $32,953 at 6%; with 50% employer match about $32,953 at 4% or $21,969 at 6%; with 100% employer match about $24,715 at 4% or $16,477 at 6%.
2021271$5,703,399$334,880$4,717iApproximate average salary by contribution assumption: employee only about $117,915 at 4% or $78,610 at 6%; with 50% employer match about $78,610 at 4% or $52,407 at 6%; with 100% employer match about $58,958 at 4% or $39,305 at 6%.
SWEDISH HOLDINGS 401(K) PLAN-71$5,703,399$170,409$2,400iApproximate average salary by contribution assumption: employee only about $60,003 at 4% or $40,002 at 6%; with 50% employer match about $40,002 at 4% or $26,668 at 6%; with 100% employer match about $30,002 at 4% or $20,001 at 6%.
SWEDISH HOLDINGS 401K PLAN-0-$164,471-
2020183$5,132,512$287,031$3,458iApproximate average salary by contribution assumption: employee only about $86,455 at 4% or $57,637 at 6%; with 50% employer match about $57,637 at 4% or $38,424 at 6%; with 100% employer match about $43,228 at 4% or $28,818 at 6%.
Swedish Holdings 401(K) Plan-83$5,132,512$287,031$3,458iApproximate average salary by contribution assumption: employee only about $86,455 at 4% or $57,637 at 6%; with 50% employer match about $57,637 at 4% or $38,424 at 6%; with 100% employer match about $43,228 at 4% or $28,818 at 6%.
2019194$4,526,377$320,432$3,409iApproximate average salary by contribution assumption: employee only about $85,221 at 4% or $56,814 at 6%; with 50% employer match about $56,814 at 4% or $37,876 at 6%; with 100% employer match about $42,611 at 4% or $28,407 at 6%.
Swedish Holdings 401(K) Plan-94$4,526,377$320,432$3,409iApproximate average salary by contribution assumption: employee only about $85,221 at 4% or $56,814 at 6%; with 50% employer match about $56,814 at 4% or $37,876 at 6%; with 100% employer match about $42,611 at 4% or $28,407 at 6%.
20181103$3,912,337$320,529$3,112iApproximate average salary by contribution assumption: employee only about $77,798 at 4% or $51,866 at 6%; with 50% employer match about $51,866 at 4% or $34,577 at 6%; with 100% employer match about $38,899 at 4% or $25,933 at 6%.
Swedish Holdings 401(K) Plan-103$3,912,337$320,529$3,112iApproximate average salary by contribution assumption: employee only about $77,798 at 4% or $51,866 at 6%; with 50% employer match about $51,866 at 4% or $34,577 at 6%; with 100% employer match about $38,899 at 4% or $25,933 at 6%.
20171187$4,040,157$291,785$1,560iApproximate average salary by contribution assumption: employee only about $39,009 at 4% or $26,006 at 6%; with 50% employer match about $26,006 at 4% or $17,337 at 6%; with 100% employer match about $19,504 at 4% or $13,003 at 6%.
Swedish Holdings 401(K) Plan-187$4,040,157$291,785$1,560iApproximate average salary by contribution assumption: employee only about $39,009 at 4% or $26,006 at 6%; with 50% employer match about $26,006 at 4% or $17,337 at 6%; with 100% employer match about $19,504 at 4% or $13,003 at 6%.
20161187$3,711,701$297,498$1,591iApproximate average salary by contribution assumption: employee only about $39,772 at 4% or $26,515 at 6%; with 50% employer match about $26,515 at 4% or $17,677 at 6%; with 100% employer match about $19,886 at 4% or $13,257 at 6%.
Swedish Holdings 401(K) Plan-187$3,711,701$297,498$1,591iApproximate average salary by contribution assumption: employee only about $39,772 at 4% or $26,515 at 6%; with 50% employer match about $26,515 at 4% or $17,677 at 6%; with 100% employer match about $19,886 at 4% or $13,257 at 6%.
20151204$3,422,519$318,000$1,559iApproximate average salary by contribution assumption: employee only about $38,971 at 4% or $25,980 at 6%; with 50% employer match about $25,980 at 4% or $17,320 at 6%; with 100% employer match about $19,485 at 4% or $12,990 at 6%.
Swedish Holdings 401(K) Plan-204$3,422,519$318,000$1,559iApproximate average salary by contribution assumption: employee only about $38,971 at 4% or $25,980 at 6%; with 50% employer match about $25,980 at 4% or $17,320 at 6%; with 100% employer match about $19,485 at 4% or $12,990 at 6%.
20141190$3,307,195$310,075$1,632iApproximate average salary by contribution assumption: employee only about $40,799 at 4% or $27,200 at 6%; with 50% employer match about $27,200 at 4% or $18,133 at 6%; with 100% employer match about $20,400 at 4% or $13,600 at 6%.
Swedish Holdings 401(K) Plan-190$3,307,195$310,075$1,632iApproximate average salary by contribution assumption: employee only about $40,799 at 4% or $27,200 at 6%; with 50% employer match about $27,200 at 4% or $18,133 at 6%; with 100% employer match about $20,400 at 4% or $13,600 at 6%.
2013151$3,485,669$251,424$4,930iApproximate average salary by contribution assumption: employee only about $123,247 at 4% or $82,165 at 6%; with 50% employer match about $82,165 at 4% or $54,776 at 6%; with 100% employer match about $61,624 at 4% or $41,082 at 6%.
Swedish Holdings 401(K) Plan-51$3,485,669$251,424$4,930iApproximate average salary by contribution assumption: employee only about $123,247 at 4% or $82,165 at 6%; with 50% employer match about $82,165 at 4% or $54,776 at 6%; with 100% employer match about $61,624 at 4% or $41,082 at 6%.
2012152$3,447,955$240,102$4,617iApproximate average salary by contribution assumption: employee only about $115,434 at 4% or $76,956 at 6%; with 50% employer match about $76,956 at 4% or $51,304 at 6%; with 100% employer match about $57,717 at 4% or $38,478 at 6%.
Swedish Holdings 401(K) Plan-52$3,447,955$240,102$4,617iApproximate average salary by contribution assumption: employee only about $115,434 at 4% or $76,956 at 6%; with 50% employer match about $76,956 at 4% or $51,304 at 6%; with 100% employer match about $57,717 at 4% or $38,478 at 6%.
2011151$3,181,994$114,816$2,251iApproximate average salary by contribution assumption: employee only about $56,282 at 4% or $37,522 at 6%; with 50% employer match about $37,522 at 4% or $25,014 at 6%; with 100% employer match about $28,141 at 4% or $18,761 at 6%.
Swedish Holdings 401(K) Plan-51$3,181,994$114,816$2,251iApproximate average salary by contribution assumption: employee only about $56,282 at 4% or $37,522 at 6%; with 50% employer match about $37,522 at 4% or $25,014 at 6%; with 100% employer match about $28,141 at 4% or $18,761 at 6%.
2010144$3,439,780$255,660$5,810iApproximate average salary by contribution assumption: employee only about $145,261 at 4% or $96,841 at 6%; with 50% employer match about $96,841 at 4% or $64,561 at 6%; with 100% employer match about $72,631 at 4% or $48,420 at 6%.
Swedish Holdings 401(K) Plan-44$3,439,780$255,660$5,810iApproximate average salary by contribution assumption: employee only about $145,261 at 4% or $96,841 at 6%; with 50% employer match about $96,841 at 4% or $64,561 at 6%; with 100% employer match about $72,631 at 4% or $48,420 at 6%.
2009152$2,781,800$292,124$5,618iApproximate average salary by contribution assumption: employee only about $140,444 at 4% or $93,629 at 6%; with 50% employer match about $93,629 at 4% or $62,420 at 6%; with 100% employer match about $70,222 at 4% or $46,815 at 6%.
Swedish Holdings 401(K) Plan-52$2,781,800$292,124$5,618iApproximate average salary by contribution assumption: employee only about $140,444 at 4% or $93,629 at 6%; with 50% employer match about $93,629 at 4% or $62,420 at 6%; with 100% employer match about $70,222 at 4% or $46,815 at 6%.
2008157$0$0-
Swedish Holdings 401(K) Plan-57---
2007162$0$0-
Swedish Holdings 401(K) Plan-62---
2006165$0$0-
Swedish Holdings 401(K) Plan-65---
2005168$2,415,690$437,824$6,439iApproximate average salary by contribution assumption: employee only about $160,965 at 4% or $107,310 at 6%; with 50% employer match about $107,310 at 4% or $71,540 at 6%; with 100% employer match about $80,482 at 4% or $53,655 at 6%.
Swedish Holdings 401(K) Plan-68$2,415,690$437,824$6,439iApproximate average salary by contribution assumption: employee only about $160,965 at 4% or $107,310 at 6%; with 50% employer match about $107,310 at 4% or $71,540 at 6%; with 100% employer match about $80,482 at 4% or $53,655 at 6%.
2004169$1,911,921$455,848$6,606iApproximate average salary by contribution assumption: employee only about $165,162 at 4% or $110,108 at 6%; with 50% employer match about $110,108 at 4% or $73,405 at 6%; with 100% employer match about $82,581 at 4% or $55,054 at 6%.
Swedish Holdings 401(K) Plan-69$1,911,921$455,848$6,606iApproximate average salary by contribution assumption: employee only about $165,162 at 4% or $110,108 at 6%; with 50% employer match about $110,108 at 4% or $73,405 at 6%; with 100% employer match about $82,581 at 4% or $55,054 at 6%.
2003169$0$0-
Swedish Holdings 401(K) Plan-69---
2002173$0$0-
Swedish Holdings 401(K) Plan-73---
2000196$0$0-
Swedish Holdings 401(K) Plan-96---
1999179$325,205$93,127$1,179iApproximate average salary by contribution assumption: employee only about $29,471 at 4% or $19,647 at 6%; with 50% employer match about $19,647 at 4% or $13,098 at 6%; with 100% employer match about $14,735 at 4% or $9,824 at 6%.
Swedish Holdings 401(K) Plan-79$325,205$93,127$1,179iApproximate average salary by contribution assumption: employee only about $29,471 at 4% or $19,647 at 6%; with 50% employer match about $19,647 at 4% or $13,098 at 6%; with 100% employer match about $14,735 at 4% or $9,824 at 6%.