Swanson Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Swanson Group, Inc. 401(k) Plan Facts

Plan name
SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SWANSON GROUP, INC.
Participants
1,012 (720 active employees)
Former employees with a balance
299
Plan assets
$64,410,308 at Dec 31, 2024
Average account balance
$65,792 across 979 accounts
Employer contributions
$2,213,693 in plan year 2024 (36% of all contributions)
Recordkeeper
Schwab Retirement Plan Services Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 1990
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.10 million went into the plan in contributions, $2.21 million of it from the employer (36%).
  • $10.8 million was paid out to participants.
  • Investment and other income added $8.51 million.
  • Administrative expenses were $195,114, about $199 per account.

How the Swanson Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019920$48.4 million$1.79 million$3.90 million
2020892$52.5 million$424,008$5.93 million
2021890$59.5 million$1.57 million$6.42 million
2022960$49.7 million$2.46 million$6.32 million
20231,021$60.8 million$2.29 million$4.22 million
20241,012$64.4 million$2.21 million$10.8 million

Swanson Group, Inc. 401(k) Contact Information

Phone
541-832-1121
Mailing address
P.O. BOX 1168, ROSEBURG OR 97470
Plan sponsor
SWANSON GROUP, INC.
Employer identification number (EIN)
93-0475444
Plan number
002

Questions about the Swanson Group, Inc. 401(k)

Does Swanson Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.21 million, 36% of all contributions.

Does the Swanson Group, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Swanson Group, Inc 401(k) plan?

1,012 participants at the start of plan year 2024, 720 of them active employees, and 299 former employees who still had money in the plan.

What is the average 401(k) balance at Swanson Group, Inc?

About $65,792 per account: $64.4 million in plan assets across 979 accounts with a balance at the end of plan year 2024.

Who manages the Swanson Group, Inc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Swanson Group, Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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