Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
CHIP SWINNEY, DDS, P.A.
EIN 75-2619554hospital & health careLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
52
5613 S. DONNYBROOK AVE. - TYLER, TX 75703903-581-5881chipswinneydds.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 52 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHIP SWINNEY, DDS, P.A. 401(K) PLAN
401k
Assets$1.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHIP SWINNEY, DDS, P.A. CASH BALANCE PLAN
CashBalance
Assets$922K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHIP SWINNEY, DDS, P.A. 401(K) PLAN | 401k | $1.5M | 28 | 2025 | |
| 002 | CHIP SWINNEY, DDS, P.A. CASH BALANCE PLAN | CashBalance | $922K | 24 | 2024 |
Retirement plans