401(k) · DOL Form 5500 · 2022

Mativ Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
764
Participants Near avg headcount
91st
Percentile by assets National rank
$97,675
Avg per participant Below avg balance/head
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Official DOL plan name: Swm Retirement Savings Plan II · Sponsored by Mativ Holdings, Inc. · Georgia · Management of Enterprises

$75M in assets, 764 participants

Mativ Holdings, Inc.'s Swm Retirement Savings Plan II reported $75M in total assets and 764 participants in its 2022 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #902 in Management of Enterprises (1,193 peers)

Where Swm Retirement Savings Plan II sits by assets

Swm Retirement Savings Plan II sits in the top 10% of all filed plans by assets, $75M for 764 participants (~$97,675/participant), up 25.2% in 2022.

#902
in Management of Enterprises (1,193 peers)
+25.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swm Retirement Savings Plan II's outsized position by total assets

Swm Retirement Savings Plan II vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$74,623,559 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Swm Retirement Savings Plan II among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swm Retirement Savings Plan II sits mid-pack in the medium band (764 participants).

Form 5500 schedule snapshot

Filing strip 621612879 · Mativ Holdings, Inc. PY 2022 · 401(k)

Swm Retirement Savings Plan II · $75M · 764 · 91st

  • EOY $75M
  • EOY 764
  • EOY 91st
  • EOY 401(k)
  • EOY near Dacotah Banks, Inc. 401(k) Savings Plan
  • EOY ind #902

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in Georgia →

Swm Retirement Savings Plan II in the asset neighbourhood

Biohaven Pharmaceuticals Inc 401(k) PlanBiohaven Pharmaceuticals Inc…$75MFox Plan/Thrift$75MDacotah Banks, Inc. 401(k) Savings PlanDacotah Banks, Inc. 401(k) S…$75MSwm Retirement Savings Plan IISwm Retirement Savings Plan …$75MOpus Retirement Savings Plan$75M
End-of-year total assets ($M) among Swm Retirement Savings Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$75M
Net Income-$11M
Employer EIN621612879
Plan Effective Date1979-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mativ Holdings, Inc.)

Sponsor-wide plan assets over time

All Mativ Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$850M 60.919010053710906% vs 2022
2024 filing year
$400M$500M$600M$700M$800M$900M 202220232024 $528M $850M ▲ +60.9%
Year Plans Participants Total Assets
2022 3 1,674 $528M
2023 3 2,458 $843M
2024 2 4,280 $850M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Swm Retirement Savings Plan II vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Swm Retirement Savings Plan II, Total assets ($B): 0.074623559 · Participants: 764Swm Retirement Savings Plan IIThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Swm Retirement Savings Plan II vs. nearby 401(k) plans in Georgia, assets vs. participants

Swm Retirement Savings Plan II's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Dacotah Banks, Inc. 401(k) Savings Plan in SD ($75M); by covered participants it is Sempra Energy Savings Plan in CA (764 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (764 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Swm Retirement Savings Plan II assets move in 2022?
Swm Retirement Savings Plan II grew sharply - up 25.2% during 2022, from $60M to $75M. Reported net income was -$11M.
How have Mativ Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mativ Holdings, Inc.'s sponsor-wide assets grew 60.9%, from $528M to $850M.
Where does Swm Retirement Savings Plan II rank by assets among Form 5500 filers?
Swm Retirement Savings Plan II ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Swm Retirement Savings Plan II?
Among 401(k) plans in other states, the closest by assets is Dacotah Banks, Inc. 401(k) Savings Plan in SD ($75M, 593 participants).
Which 401(k) plans cover a similar participant headcount to Swm Retirement Savings Plan II?
Among 401(k) plans in other states, the closest by covered participants is Sempra Energy Savings Plan in CA (764 participants, $378M in assets).