Plans » Benchmarking Engine
Benchmarking SWD, Inc. Defined Contribution Plan in Addison, IL against
bad (3)
SWD, Inc. Defined Contribution Plan in Addison, IL has the 2nd-lowest yield on beginning-of-plan-year total assets (9.49%) among the 42 plans whose industry group is Coating, Engraving, Heat Treating, and Allied Activities. That 9.49% compares to an average of 13.01% across those 42 plans.
Reaching the average of 13.01% would imply an extra $404,792 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
SWD, Inc. Defined Contribution Plan has these standings among those 42 peer plans:
Reaching the average of 13.01% would imply an extra $404,792 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
SWD, Inc. Defined Contribution Plan has these standings among those 42 peer plans:
- yield on beginning-of-plan-year total assets = 9.49% (2nd-lowest)
- net earnings on investments = $1,091,331 (2nd-lowest)
- total assets at beginning of plan year = $11,504,434 (11th-least)
- asset transfers to this plan = $0
- asset transfers from this plan = $0
- cash contributions from participants = $415,551
- cash contributions from employers = $394,895
- total contributions = $810,446
Tax Deferred Savings & Profit Sharing Plan of Specialty Steel Treating, Inc. in Fraser, MI is first with 9.28%.
trailed Northern Engraving Corporation Salaried Savings Plus Plan in Sparta, WI (9.63%), Northern Engraving Corporation Savings Plus Plan in Sparta, WI (9.82%), Metalplate Galvanizing, L.P. Employee Savings Plan in Birmingham, AL (9.94%), and South Atlantic, LLC 401(K) Retirement Plan in Wilmington, NC (10.04%), and 36 others, ending with Apache Industrial Services 401(K) Retirement Plan in Houston, TX (18.65%).
trailed Northern Engraving Corporation Salaried Savings Plus Plan in Sparta, WI (9.63%), Northern Engraving Corporation Savings Plus Plan in Sparta, WI (9.82%), Metalplate Galvanizing, L.P. Employee Savings Plan in Birmingham, AL (9.94%), and South Atlantic, LLC 401(K) Retirement Plan in Wilmington, NC (10.04%), and 36 others, ending with Apache Industrial Services 401(K) Retirement Plan in Houston, TX (18.65%).
- whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
SWD, Inc. Defined Contribution Plan in Addison, IL is in Illinois, its EIN is 363003387, its industry group is Coating, Engraving, Heat Treating, and Allied Activities, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 332810, has 100 to 499 total participants, and is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total).
Global References
Numeric values:
- total assets ($13,006,681)
- net assets (assets minus liabilities) ($13.00M)
- total assets at beginning of plan year ($11,504,434)
- value of interest in common/collective trusts ($8,750,340)
- value of interest in registered investment companies (e.g., mutual funds) ($3.70M)
- total income ($1,905,761)
- net income ($1,502,247)
- earnings on investments ($1,094,942)
- net earnings on investments ($1,091,331)
- total contributions ($810,446)
- cash contributions from participants ($415,551)
- total expenses ($403,514)
- cash contributions from employers ($394,895)
- receivables employer contributions ($383,740)
- value of funds held in insurance company general account (unallocated contracts) ($135,553)
- average account balance ($63,139)
- net income per total participant ($7,292)
- investment advisory and management fees ($3,611)
- total administrative expenses ($3,611)
- average participant cash contribution per active participant ($2,488)
- average employer cash contribution per active participant ($2,365)
- total administrative expense per participant ($17.53)
- total noninterest-bearing cash ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- participant loans ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (81.1%)
- diversity of asset types (24.4%)
- yield on beginning-of-plan-year total assets (9.49%)
- total administrative expense ratio (0.028%)
- participant loans as a percentage of plan assets (0.00%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (167)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (206)
- other retired or separated participants entitled to future benefits (25)
- retired or separated participants receiving benefits (14)
- total participants (206)
Global References