401(k) · DOL Form 5500 · 2023

Swarovski Optik North America, Ltd. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
106
Participants Small participant base
67th
Percentile by assets National rank
$138,125
Avg per participant Near avg balance/head
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Official DOL plan name: Swarovski Optik North America Retirement Savings Plan · Sponsored by Swarovski Optik North America, Ltd. · Rhode Island · Manufacturing

$15M in assets, 106 participants

Swarovski Optik North America, Ltd.'s Swarovski Optik North America Retirement Savings Plan reported $15M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,314 in Manufacturing (18,722 peers)

Coverage in Rhode Island

Swarovski Optik North America Retirement Savings Plan covers 106 participants in Rhode Island, about 7% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $15M.

#10,314
in Manufacturing (18,722 peers)
+24.6%
assets growth YoY

Swarovski Optik North America Retirement Savings Plan's outsized position by total assets

Swarovski Optik North America Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,641,262 Top 33% higher than 67% of 127,068 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 2023

Swarovski Optik North America Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swarovski Optik North America Retirement Savings Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swarovski Optik North America Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Swarovski Optik North America Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Swarovski Optik North America Retirement Savings Plan reported participants rose from 101 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050456859 · Swarovski Optik North America, Ltd. PY 2023 · 401(k)

Swarovski Optik North America Retirement Savings Plan · $15M · 106 · 67th

  • SCH $15M
  • SCH 106
  • SCH 67th
  • SCH 401(k)
  • SCH near Mps Egg Farms 401(k) Savings Plan and Trust
  • SCH ind #10314

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 Rhode Island →

Swarovski Optik North America Retirement Savings Plan in the asset neighbourhood

Swarovski Optik North America Retirement Savings PlanSwarovski Optik North Americ…$15MMps Egg Farms 401(k) Savings Plan and TrustMps Egg Farms 401(k) Savings…$15MFimco, Inc. 401(k) Savings PlanFimco, Inc. 401(k) Savings P…$15MBoston Interiors Home Furnishings 401(k) PlanBoston Interiors Home Furnis…$15MValco 401(k) Plan$15M
End-of-year total assets ($M) among Swarovski Optik North America Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN050456859
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swarovski Optik North America, Ltd.)

Sponsor-wide plan assets over time

All Swarovski Optik North America, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.81377062442479% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.9M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 101 $12M
2023 1 106 $15M
2024 1 109 $17M

Nearby 401(k) Plans in Rhode Island

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

Swarovski Optik North America Retirement Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Swarovski Optik North America Retirement Savings Plan, Total assets ($B): 0.014641262 · Participants: 106Swarovski Optik North America Retirement Savings PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Swarovski Optik North America Retirement Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Swarovski Optik North America Retirement Savings Plan side-by-side with 3 peers →

Swarovski Optik North America Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Mps Egg Farms 401(k) Savings Plan and Trust in IN ($15M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Swarovski Optik North America Retirement Savings Plan assets move in 2023? ▼
Swarovski Optik North America Retirement Savings Plan grew sharply - up 24.6% during 2023, from $12M to $15M. Reported net income was $3M.
How have Swarovski Optik North America, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swarovski Optik North America, Ltd.'s sponsor-wide assets grew 43.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Swarovski Optik North America Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mps Egg Farms 401(k) Savings Plan and Trust in IN ($15M, 473 participants).
Which 401(k) plans cover a similar participant headcount to Swarovski Optik North America Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050456859.

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.