Back to filter
Original filing (PDF)20260316135323NAL0001108307001
SWAN PACKAGING, INC.
Form 5500-SF
FILING_RECEIVED
SWAN PACKAGING, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
100
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 SWAN PACKAGING, INC..
Plan sponsor
Name
SWAN PACKAGING, INC.
EIN
43-1847787
Address
P.O. BOX 1459 · DRIPPING SPRINGS, TX · 78620
Phone
(314) 771-9777
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-11-01
Tax period
2025-10-31
Filed
2026-03-16
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
OLSEN TOOL & PLASTICS INC
OLSEN TOOL & PLASTICS INC 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 37 participants
ENGINEERING SOFTWARE AND NETWO
ENGINEERING SOFTWARE AND NETWO 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 10 participants
ARROW HOME PRODUCTS LLC
ARROW HOME PRODUCTS LLC EMPLOYEE 401(K) SAVINGS PLAN
$3.0M · 118 participants
A&C PLASTIC PRODUCTS, INC.
A&C PLASTICS, INC. 401(K) & PROFIT SHARING PLAN
$3.0M · 85 participants
HILLSIDE PLASTICS CORP
HILLSIDE PLASTICS CORP 401K PLAN
$3.0M · 44 participants
THE COOKSEY CORP.
THE COOKSEY CORP. PROFIT SHARING
$3.0M · 7 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants