Back to filter
Original filing (PDF)20250507162509NAL0007160115001
SWANSON TOOL MANUFACTURING, INC.
Form 5500-SF
FILING_RECEIVED
SWANSON TOOL 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
10
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWANSON TOOL MANUFACTURING, INC..
Plan sponsor
Name
SWANSON TOOL MANUFACTURING, INC.
EIN
06-0835943
Address
71 CUSTER STREET PO BOX 330318 · WEST HARTFORD, CT · 06110
Phone
(860) 953-1641
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
LAYDON ENTERPRISES, INC.
LAYDON ENTERPRISES, INC. UNION 401(K) PLAN
$1.5M · 13 participants
G.C. FULLER MANUFACTURING COMPANY,
G.C. FULLER MANUFACTURING COMPANY, INC. PROFIT SHARING PLAN 401(K) PROFIT SHARING PLAN
$1.6M · 10 participants
PORT CLINTON MANUFACTURING, LLC
PORT CLINTON MANUFACTURING, LLC NEW 401(K) PLAN
$1.5M · 18 participants
CQT KENNEDY, LLC
CQT KENNEDY UNION 401(K) SAVINGS PLAN
$1.5M · 151 participants
STRAIGHTLINE HDD, INC 401 (K) PLAN
STRAIGHTLINE HDD, INC. 401(K) PLAN
$1.5M · 207 participants
AUGUST THOMSEN CORPORATION
AUGUST THOMSEN CORPORATION PROFIT SHARING PLAN
$1.6M · 22 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B