Defined Benefit (Pension) · DOL Form 5500 · 2022

Swiss Re America Holding Corporation Pension Plan

Data updated 2026-08-25

$423M
Total assets Above avg plan size
381
Participants Below avg headcount
98th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Swiss Re Group U.S. Employee's Pension Plan · Sponsored by Swiss Re America Holding Corporation · New York · Finance & Insurance

$423M in assets, 381 participants

Swiss Re America Holding Corporation's Swiss Re Group U.S. Employee's Pension Plan reported $423M in total assets and 381 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,857 in Finance & Insurance (9,261 peers)

Coverage in New York

Swiss Re Group U.S. Employee's Pension Plan covers 381 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $423M.

#8,857
in Finance & Insurance (9,261 peers)
-37.4%
assets change YoY
4.2×
vs typical plan assets (national mean)

The plan reported a net loss of $253M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swiss Re Group U.S. Employee's Pension Plan's outsized position by total assets

Swiss Re Group U.S. Employee's Pension Plan vs every filed plan by assets

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

$422,648,029 Top 2% higher than 98% 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

Swiss Re Group U.S. Employee's Pension 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. Swiss Re Group U.S. Employee's Pension Plan sits mid-pack in the medium band (381 participants).

DOL schedule card

Filing strip 132761364 · Swiss Re America Holding Corporation PY 2022 · Defined Benefit (Pension)

Swiss Re Group U.S. Employee's Pension Plan · $423M · 381 · 98th

  • VS-ST $423M
  • BOY 381
  • SCH 98th
  • EBSA Defined Benefit (Pension)
  • PART near Minneapolis Food Distributing Industry Pension Plan
  • TYPE ind #8857

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 Finance & Insurance retirement plans → · Plans in New York →

Swiss Re Group U.S. Employee's Pension Plan in the asset neighbourhood

Morgan, Lewis & Bockius LLP Cash Balance PlanMorgan, Lewis & Bockius LLP …$424MSwiss Re Group U.S. Employee's Pension PlanSwiss Re Group U.S. Employee…$423MMinneapolis Food Distributing Industry Pension PlanMinneapolis Food Distributin…$423MPipefitters Local 636 Defined Benefit Pension FundPipefitters Local 636 Define…$422MSbera Pension Plan as Adopted by Eastern BankSbera Pension Plan as Adopte…$422M
End-of-year total assets ($M) among Swiss Re Group U.S. Employee's Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$676M
Net Assets (End of Year)$422M
Net Income-$253M
Employer EIN132761364
Plan Effective Date1948-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swiss Re America Holding Corporation)

Sponsor-wide plan assets over time

All Swiss Re America Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 20.144062868216135% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B 202220232024 $1.69B $2.03B ▲ +20.1%
Year Plans Participants Total Assets
2022 2 2,874 $1.7B
2023 2 2,926 $1.9B
2024 2 2,843 $2.0B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Swiss Re Group U.S. Employee's Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Swiss Re Group U.S. Employee's Pension Plan, Total assets ($B): 0.422648029 · Participants: 381Swiss Re Group U.S. Employee's Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Swiss Re Group U.S. Employee's Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Swiss Re Group U.S. Employee's Pension Plan side-by-side with 3 peers →

Swiss Re Group U.S. Employee's Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Minneapolis Food Distributing Industry Pension Plan in MN ($423M); by covered participants it is Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan in PA (381 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (381 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 Swiss Re Group U.S. Employee's Pension Plan assets move in 2022? ▼
Swiss Re Group U.S. Employee's Pension Plan contracted severely - down 37.4% during 2022, from $676M to $423M. Reported net income was -$253M.
How have Swiss Re America Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swiss Re America Holding Corporation's sponsor-wide assets grew 20.1%, from $1.7B to $2.0B.
Where does Swiss Re Group U.S. Employee's Pension Plan rank by assets among Form 5500 filers? ▼
Swiss Re Group U.S. Employee's Pension Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Swiss Re Group U.S. Employee's Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Minneapolis Food Distributing Industry Pension Plan in MN ($423M, 1,257 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Swiss Re Group U.S. Employee's Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan in PA (381 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132761364.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.