401(k) · DOL Form 5500 · 2023
Mativ Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $486M
- Total assets Above avg plan size
- 1,073
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $453,142
- Avg per participant High balance/head
Official DOL plan name: Swm Retirement Savings Plan II · Sponsored by Mativ Holdings, Inc. · Georgia · Management of Enterprises
$486M in assets, 1,073 participants
Mativ Holdings, Inc.'s Swm Retirement Savings Plan II reported $486M in total assets and 1,073 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #1,026 in Management of Enterprises (1,137 peers)
Where Swm Retirement Savings Plan II sits by assets
Swm Retirement Savings Plan II sits in the top 5% of all filed plans by assets, $486M for 1,073 participants (~$453,142/participant), up 551.6% in 2023.
- #1,026
- in Management of Enterprises (1,137 peers)
- +551.6%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Swm Retirement Savings Plan II's outsized position by total assets
Swm Retirement Savings Plan II vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$486,221,094 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Swm Retirement Savings Plan II's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swm Retirement Savings Plan II lands in the large band (1,073 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swm Retirement Savings Plan II end-of-year assets rose from $75M in the plan year 2022 filing to $486M in the plan year 2023 filing.
- Swm Retirement Savings Plan II reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Swm Retirement Savings Plan II reported participants rose from 764 in the plan year 2022 filing to 1,073 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 621612879 · Mativ Holdings, Inc. PY 2023 · 401(k)
Swm Retirement Savings Plan II · $486M · 1,073 · 97th
- EBSA $486M
- PART 1,073
- TYPE 97th
- NET 401(k)
- BOOK near Public Company Accounting Oversight Board Investment & Savings Plan
- VS-ST ind #1026
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 Management of Enterprises retirement plans → · Plans in Georgia →
Swm Retirement Savings Plan II in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $486M |
| Net Income | $6M |
| Employer EIN | 621612879 |
| Plan Effective Date | 1979-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mativ Holdings, Inc.)
Sponsor-wide plan assets over time
All Mativ Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $850M 60.919010053710906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,674 | $528M |
| 2023 | 3 | 2,458 | $843M |
| 2024 | 2 | 4,280 | $850M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Swm Retirement Savings Plan II's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Public Company Accounting Oversight Board Investment & Savings Plan in DC ($487M); by covered participants it is Peoples First Properties Retirement Savings Plan in FL (1,073 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($486M here).
- Public Company Accounting Oversight Board Investment & Savings Plan (DC) $487M · 816
- R1 Rcm Holdco Inc. 401(k) Plan (UT) $486M · 11,397
- Turner Industries 401(k) Plan (LA) $487M · 17,371
- Savings Incentive and Profit Sharing Plan for Employees of the Hobby Lobby Group (OK) $487M · 30,313
Similar participant headcount
Nearest other-state filings by covered participants (1,073 participants); asset peers above are excluded.
- Peoples First Properties Retirement Savings Plan (FL) 1,073 · 0 off
- Cvb Financial Corp. 401(k) & Profit Sharing Plan (CA) 1,073 · 0 off
- Hylife Foods Windom 401(k) Plan (MN) 1,073 · 0 off
- Cabot 401(k) Plan (MA) 1,073 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.