401(k) · DOL Form 5500 · 2022

Swarovski Optik North America, Ltd. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
101
Participants Small participant base
68th
Percentile by assets National rank
$116,316
Avg per participant Below avg balance/head
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Official DOL plan name: Swarovski Optik North America Retirement Savings Plan · Sponsored by Swarovski Optik North America, Ltd. · Rhode Island · Manufacturing

$12M in assets, 101 participants

Swarovski Optik North America, Ltd.'s Swarovski Optik North America Retirement Savings Plan reported $12M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #11,588 in Manufacturing (20,602 peers)

Coverage in Rhode Island

Swarovski Optik North America Retirement Savings Plan covers 101 participants in Rhode Island, about 7% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $12M.

#11,588
in Manufacturing (20,602 peers)
-11.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swarovski Optik North America Retirement Savings Plan's outsized position by total assets

Swarovski Optik North America Retirement Savings Plan vs every filed plan by assets

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

$11,747,964 Top 32% higher than 68% 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

Swarovski Optik North America Retirement Savings Plan 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. Swarovski Optik North America Retirement Savings Plan sits mid-pack in the medium band (101 participants).

Published 5500 schedule card

Filing strip 050456859 · Swarovski Optik North America, Ltd. PY 2022 · 401(k)

Swarovski Optik North America Retirement Savings Plan · $12M · 101 · 68th

  • RANK $12M
  • PHOTO 101
  • IND 68th
  • EOY 401(k)
  • 5500 near Env 401(k) Plan
  • ASSETS ind #11588

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 Manufacturing retirement plans → · Plans in Rhode Island →

Swarovski Optik North America Retirement Savings Plan in the asset neighbourhood

Swarovski Optik North America Retirement Savings PlanSwarovski Optik North Americ…$12MEnv 401(k) Plan$12MCasper Sleep Inc. 401(k) Plan$12MHelix Environmental Planning 401 K Profit Sharing Plan TrustHelix Environmental Planning…$12MAlsum Farms & Produce, Inc. 401(k) Profit Sharing PlanAlsum Farms & Produce, Inc. …$12M
End-of-year total assets ($M) among Swarovski Optik North America Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN050456859
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swarovski Optik North America, Ltd.)

Sponsor-wide plan assets over time

All Swarovski Optik North America, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.81377062442479% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.9M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 101 $12M
2023 1 106 $15M
2024 1 109 $17M

Nearby 401(k) Plans in Rhode Island

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

Swarovski Optik North America Retirement Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Swarovski Optik North America Retirement Savings Plan, Total assets ($B): 0.011747964 · Participants: 101Swarovski Optik North America Retirement Savings PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Swarovski Optik North America Retirement Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

Swarovski Optik North America Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Env 401(k) Plan in PA ($12M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Swarovski Optik North America Retirement Savings Plan assets move in 2022?
Swarovski Optik North America Retirement Savings Plan pulled back noticeably - down 11.6% during 2022, from $13M to $12M. Reported net income was -$2M.
How have Swarovski Optik North America, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Swarovski Optik North America, Ltd.'s sponsor-wide assets grew 43.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Swarovski Optik North America Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Env 401(k) Plan in PA ($12M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Swarovski Optik North America Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants, N/A in assets).