401(k) · DOL Form 5500 · 2022

Swagelok Company 401(k) Plan

Data updated 2026-08-25

$2.7B
Total assets Very large vs avg
4,564
Participants Above avg headcount
100th
Percentile by assets National rank
$597,795
Avg per participant High balance/head
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Official DOL plan name: Swagelok Retirement Savings Plan · Sponsored by Swagelok Company · Ohio · Manufacturing

$2.7B in assets, 4,564 participants

Swagelok Company's Swagelok Retirement Savings Plan reported $2.7B in total assets and 4,564 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • #20,437 in Manufacturing (20,602 peers)

Coverage in Ohio

Swagelok Retirement Savings Plan covers 4,564 participants in Ohio, 6.0x the typical Ohio plan (state average ~765 per filing). Assets: $2.7B.

#20,437
in Manufacturing (20,602 peers)
-2.6%
assets change YoY
27×
vs typical plan assets (national mean)

The plan reported a net loss of $72M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swagelok Retirement Savings Plan's outsized position by total assets

Swagelok Retirement Savings Plan vs every filed plan by assets

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

$2,728,334,926 Highest reported value at or above every one 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

Swagelok Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swagelok Retirement Savings Plan lands in the large band (4,564 participants).

EBSA filing schedule strip

Filing strip 340688825 · Swagelok Company PY 2022 · 401(k)

Swagelok Retirement Savings Plan · $2.7B · 4,564 · 100th

  • VS-ST $2.7B
  • VS-ST 4,564
  • VS-ST 100th
  • VS-ST 401(k)
  • VS-ST near Ameren Corporation Savings Investment Plan
  • VS-ST ind #20437

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 Ohio →

Swagelok Retirement Savings Plan in the asset neighbourhood

Whirlpool 401(k) Retirement PlanWhirlpool 401(k) Retirement …$2.7BSwagelok Retirement Savings PlanSwagelok Retirement Savings …$2.7BAmeren Corporation Savings Investment PlanAmeren Corporation Savings I…$2.7BAmeren Corporation Savings Investment PlanAmeren Corporation Savings I…$2.7BXcel Energy 401(k) Savings PlanXcel Energy 401(k) Savings P…$2.7B
End-of-year total assets ($B) among Swagelok Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$2.8B
Net Assets (End of Year)$2.4B
Net Income-$72M
Employer EIN340688825
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swagelok Company)

Sponsor-wide plan assets over time

All Swagelok Company plans reported in each filing year

Latest sponsor-wide plan assets
$2.9B 6.4556029877982795% vs 2022
2024 filing year
$2.7B$2.8B$2.9B$3B 202220232024 $2.73B $2.9B ▲ +6.2%
Year Plans Participants Total Assets
2022 1 4,564 $2.7B
2023 1 5,086 $2.7B
2024 1 4,988 $2.9B

Nearby 401(k) Plans in Ohio

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

Swagelok Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 246810 Total assets ($B) Participants Swagelok Retirement Savings Plan, Total assets ($B): 2.728334926 · Participants: 4564Swagelok Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Swagelok Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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

Outside Ohio, the nearest 401(k) by assets is Ameren Corporation Savings Investment Plan in MO ($2.7B); by covered participants it is Genesis Employer Contribution Plan in IA (4,562 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,564 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 Swagelok Retirement Savings Plan assets move in 2022? ▼
Swagelok Retirement Savings Plan edged down modestly - down 2.6% during 2022, from $2.8B to $2.7B. Reported net income was -$72M.
How have Swagelok Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swagelok Company's sponsor-wide assets grew 6.5%, from $2.7B to $2.9B.
Where does Swagelok Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Swagelok Retirement Savings Plan ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Swagelok Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ameren Corporation Savings Investment Plan in MO ($2.7B, 9,307 participants).
Which 401(k) plans cover a similar participant headcount to Swagelok Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genesis Employer Contribution Plan in IA (4,562 participants, $124M in assets).