401(k) · DOL Form 5500 · 2022

Rock of Ages Corporation 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
123
Participants Small participant base
83rd
Percentile by assets National rank
$244,291
Avg per participant Above avg balance/head
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Official DOL plan name: Swenson Granite 401(k) Retirement Plan · Sponsored by Rock of Ages Corporation · Vermont · Mining & Oil Extraction

$30M in assets, 123 participants

Rock of Ages Corporation's Swenson Granite 401(k) Retirement Plan reported $30M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #615 in Mining & Oil Extraction (892 peers)

Where Swenson Granite 401(k) Retirement Plan sits by assets

Swenson Granite 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 123 participants (~$244,291/participant), down 11.1% in 2022.

#615
in Mining & Oil Extraction (892 peers)
-11.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swenson Granite 401(k) Retirement Plan's outsized position by total assets

Swenson Granite 401(k) Retirement Plan vs every filed plan by assets

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

$30,047,771 Top 17% higher than 83% 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

Swenson Granite 401(k) Retirement 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. Swenson Granite 401(k) Retirement Plan sits mid-pack in the medium band (123 participants).

EBSA filing schedule strip

Filing strip 030153200 · Rock of Ages Corporation PY 2022 · 401(k)

Swenson Granite 401(k) Retirement Plan · $30M · 123 · 83rd

  • PCT $30M
  • PCT 123
  • PCT 83rd
  • PCT 401(k)
  • PCT near C.T. Male Associates Retirement Plan
  • PCT ind #615

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 Mining & Oil Extraction retirement plans → · Plans in Vermont →

Swenson Granite 401(k) Retirement Plan in the asset neighbourhood

Swenson Granite 401(k) Retirement PlanSwenson Granite 401(k) Retir…$30MC.T. Male Associates Retirement PlanC.T. Male Associates Retirem…$30MFirst Citizens Financial Corp. 401(k) Savings PlanFirst Citizens Financial Cor…$30MSomalogic, Inc. 401(k) Plan$30MBrennan Companies 401(k) and Profit Sharing PlanBrennan Companies 401(k) and…$30M
End-of-year total assets ($M) among Swenson Granite 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$30M
Net Income-$4M
Employer EIN030153200
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rock of Ages Corporation)

Sponsor-wide plan assets over time

All Rock of Ages Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$40M 1.4727410957135363% vs 2022
2024 filing year
$39M$40M$41M$42M$43M 202220232024 $39.9M $40.5M ▲ +1.5%
Year Plans Participants Total Assets
2022 2 320 $40M
2023 2 327 $42M
2024 2 323 $40M

Nearby 401(k) Plans in Vermont

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

Swenson Granite 401(k) Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Swenson Granite 401(k) Retirement Plan, Total assets ($B): 0.030047771 · Participants: 123Swenson Granite 401(k) Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Swenson Granite 401(k) Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Swenson Granite 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest 401(k) by assets is C.T. Male Associates Retirement Plan in NY ($30M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Swenson Granite 401(k) Retirement Plan assets move in 2022? ▼
Swenson Granite 401(k) Retirement Plan pulled back noticeably - down 11.1% during 2022, from $34M to $30M. Reported net income was -$4M.
How have Rock of Ages Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rock of Ages Corporation's sponsor-wide assets grew 1.5%, from $40M to $40M.
Where does Swenson Granite 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Swenson Granite 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Swenson Granite 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is C.T. Male Associates Retirement Plan in NY ($30M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Swenson Granite 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants, N/A 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 030153200.

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.