Defined Benefit (Pension) · DOL Form 5500 · 2022
Swire Pacific Holdings Inc and Its Affiliates Pension Plan
Data updated 2026-08-25
- $192M
- Total assets Near avg plan size
- 759
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $252,313
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates · Sponsored by Swire Pacific Holdings Inc and Its Affiliates · Utah · Manufacturing
$192M in assets, 759 participants
Swire Pacific Holdings Inc and Its Affiliates's Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates reported $192M in total assets and 759 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #19,131 in Manufacturing (20,602 peers)
Where Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates sits by assets
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates sits in the top 5% of all filed plans by assets, $192M for 759 participants (~$252,313/participant), down 14.1% in 2022.
- #19,131
- in Manufacturing (20,602 peers)
- -14.1%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates's outsized position by total assets
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$191,505,290 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates 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. Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates sits mid-pack in the medium band (759 participants).
Form 5500 schedule snapshot
Filing strip 870424812 · Swire Pacific Holdings Inc and Its Affiliates PY 2022 · Defined Benefit (Pension)
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates · $192M · 759 · 95th
- ASSETS $192M
- PCT 759
- EIN 95th
- RANK Defined Benefit (Pension)
- PHOTO near Retirement Plan for Employees of Southern States
- IND ind #19131
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 Utah →
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $223M |
|---|---|
| Net Assets (End of Year) | $192M |
| Net Income | -$31M |
| Employer EIN | 870424812 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swire Pacific Holdings Inc and Its Affiliates)
Sponsor-wide plan assets over time
All Swire Pacific Holdings Inc and Its Affiliates plans reported in each filing year
- Latest sponsor-wide plan assets
- $550M 27.568319338434677% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,462 | $431M |
| 2023 | 2 | 7,195 | $495M |
| 2024 | 2 | 7,369 | $550M |
Nearby Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.8B · 12,102
- Intermountain Healthcare Pension Plan $3.0B · 30,404
- Rio Tinto America Inc. Retirement Plan $843M · 1,747
- America First Credit Union Pension Plan $487M · 2,406
- Retail Food Employers & Ufcw Local 711 Pension $333M · 8,484
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Southern States in VA ($192M); by covered participants it is Minnesota Cement Masons Pension Fund in MN (759 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($192M here).
Similar participant headcount
Nearest other-state filings by covered participants (759 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.