Current Snapshot
Latest Year
2024
2024 Participants
335
2024 Assets
$124,320,674
2024 Contributions
$8,231,652
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 335 | $124,320,674 | $8,231,652 | $24,572iApproximate average salary by contribution assumption: employee only about $614,302 at 4% or $409,535 at 6%; with 50% employer match about $409,535 at 4% or $273,023 at 6%; with 100% employer match about $307,151 at 4% or $204,767 at 6%. |
| The Swan Group Retirement Plan | - | 335 | $124,320,674 | $8,231,652 | $24,572iApproximate average salary by contribution assumption: employee only about $614,302 at 4% or $409,535 at 6%; with 50% employer match about $409,535 at 4% or $273,023 at 6%; with 100% employer match about $307,151 at 4% or $204,767 at 6%. |
| 2023 | 1 | 341 | $114,595,328 | $8,439,992 | $24,751iApproximate average salary by contribution assumption: employee only about $618,768 at 4% or $412,512 at 6%; with 50% employer match about $412,512 at 4% or $275,008 at 6%; with 100% employer match about $309,384 at 4% or $206,256 at 6%. |
| The Swan Group Retirement Plan | - | 341 | $114,595,328 | $8,439,992 | $24,751iApproximate average salary by contribution assumption: employee only about $618,768 at 4% or $412,512 at 6%; with 50% employer match about $412,512 at 4% or $275,008 at 6%; with 100% employer match about $309,384 at 4% or $206,256 at 6%. |
| 2022 | 1 | 313 | $101,371,755 | $6,390,125 | $20,416iApproximate average salary by contribution assumption: employee only about $510,393 at 4% or $340,262 at 6%; with 50% employer match about $340,262 at 4% or $226,841 at 6%; with 100% employer match about $255,197 at 4% or $170,131 at 6%. |
| The Swan Group Retirement Plan | - | 313 | $101,371,755 | $6,390,125 | $20,416iApproximate average salary by contribution assumption: employee only about $510,393 at 4% or $340,262 at 6%; with 50% employer match about $340,262 at 4% or $226,841 at 6%; with 100% employer match about $255,197 at 4% or $170,131 at 6%. |
| 2021 | 1 | 314 | $118,206,479 | $7,198,653 | $22,926iApproximate average salary by contribution assumption: employee only about $573,141 at 4% or $382,094 at 6%; with 50% employer match about $382,094 at 4% or $254,729 at 6%; with 100% employer match about $286,571 at 4% or $191,047 at 6%. |
| The Swan Group Retirement Plan | - | 314 | $118,206,479 | $7,198,653 | $22,926iApproximate average salary by contribution assumption: employee only about $573,141 at 4% or $382,094 at 6%; with 50% employer match about $382,094 at 4% or $254,729 at 6%; with 100% employer match about $286,571 at 4% or $191,047 at 6%. |
| 2020 | 1 | 302 | $102,206,612 | $5,963,866 | $19,748iApproximate average salary by contribution assumption: employee only about $493,698 at 4% or $329,132 at 6%; with 50% employer match about $329,132 at 4% or $219,421 at 6%; with 100% employer match about $246,849 at 4% or $164,566 at 6%. |
| The Swan Group Retirement Plan | - | 302 | $102,206,612 | $5,963,866 | $19,748iApproximate average salary by contribution assumption: employee only about $493,698 at 4% or $329,132 at 6%; with 50% employer match about $329,132 at 4% or $219,421 at 6%; with 100% employer match about $246,849 at 4% or $164,566 at 6%. |
| 2019 | 1 | 301 | $89,445,393 | $5,928,495 | $19,696iApproximate average salary by contribution assumption: employee only about $492,400 at 4% or $328,267 at 6%; with 50% employer match about $328,267 at 4% or $218,844 at 6%; with 100% employer match about $246,200 at 4% or $164,133 at 6%. |
| The Swan Group Retirement Plan | - | 301 | $89,445,393 | $5,928,495 | $19,696iApproximate average salary by contribution assumption: employee only about $492,400 at 4% or $328,267 at 6%; with 50% employer match about $328,267 at 4% or $218,844 at 6%; with 100% employer match about $246,200 at 4% or $164,133 at 6%. |