401(k) · DOL Form 5500 · 2022
Swire Pacific Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $240M
- Total assets Near avg plan size
- 6,703
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $35,781
- Avg per participant Low balance/head
Official DOL plan name: Swire Coca-Cola 401(k) Plan · Sponsored by Swire Pacific Holdings Inc. · Utah · Manufacturing
$240M in assets, 6,703 participants
Swire Pacific Holdings Inc.'s Swire Coca-Cola 401(k) Plan reported $240M in total assets and 6,703 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,347 in Manufacturing (20,602 peers)
Coverage in Utah
Swire Coca-Cola 401(k) Plan covers 6,703 participants in Utah, 11x the typical Utah plan (state average ~592 per filing). Assets: $240M.
- #19,347
- in Manufacturing (20,602 peers)
- $11M
- reported net income
- 2.4×
- vs typical plan assets (national mean)
Swire Coca-Cola 401(k) Plan's outsized position by total assets
Swire Coca-Cola 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$239,843,076 Top 4% higher than 96% 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
Swire Coca-Cola 401(k) 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. Swire Coca-Cola 401(k) Plan lands in the large band (6,703 participants).
Plan-year Form 5500 strip
Filing strip 870424812 · Swire Pacific Holdings Inc. PY 2022 · 401(k)
Swire Coca-Cola 401(k) Plan · $240M · 6,703 · 96th
- TYPE $240M
- TYPE 6,703
- TYPE 96th
- TYPE 401(k)
- TYPE near Alterra Mountain Company U.S. Inc. 401(k) Retirement Plan
- TYPE ind #19347
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 →
Swire Coca-Cola 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $240M |
| Net Income | $11M |
| Employer EIN | 870424812 |
| Plan Effective Date | 2005-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swire Pacific Holdings Inc.)
Sponsor-wide plan assets over time
All Swire Pacific Holdings Inc. 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 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Scale composition for Swire Coca-Cola 401(k) Plan
Swire Coca-Cola 401(k) Plan reports $240M in end-of-year assets across 6,703 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $35,781 per participant (26% of the national average assets-per-participant) . Net income for plan year 2022 was $11M.
This plan identity (EIN 870424812, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $240M to $341M (+42.3%) while covered participants moved from 6,703 to 6,744 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,703 | $240M | This page |
| 2023 | 6,511 | $293M | Open filing |
| 2024 · index core | 6,744 | $341M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Swire Coca-Cola 401(k) Plan (401(k), $341M, 6,744 participants)
- Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates (Defined Benefit (Pension), $209M, 625 participants)
Swire Coca-Cola 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Alterra Mountain Company U.S. Inc. 401(k) Retirement Plan in CO ($240M); by covered participants it is Activision Blizzard 401(k) Plan in CA (6,709 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($240M here).
- Alterra Mountain Company U.S. Inc. 401(k) Retirement Plan (CO) $240M · 12,118
- Vectrus 401(k) Plan (CO) $240M · 2,985
- Salas O'brien Retirement Plan (CA) $239M · 1,240
- Lnl Agents' 401(k) Savings Plan (PA) $239M · 718
Similar participant headcount
Nearest other-state filings by covered participants (6,703 participants); asset peers above are excluded.
- Activision Blizzard 401(k) Plan (CA) 6,709 · 6 off
- Trinity Health 401(k) Retirement Savings Plan (MI) 6,709 · 6 off
- Regal Entertainment Group 401(k) Plan (TN) 6,693 · 10 off
- Carlisle, LLC Employee Incentive Savings Plan (AZ) 6,689 · 14 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.