Defined Benefit (Pension) · DOL Form 5500 · 2023

Swiss Re America Holding Corporation Pension Plan

Data updated 2026-08-25

$425M
Total assets Above avg plan size
351
Participants Below avg headcount
97th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Swiss Re Group U.S. Employee's Pension Plan · Sponsored by Swiss Re America Holding Corporation · New York · Finance & Insurance

$425M in assets, 351 participants

Swiss Re America Holding Corporation's Swiss Re Group U.S. Employee's Pension Plan reported $425M in total assets and 351 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.

  • #8,422 in Finance & Insurance (8,869 peers)

Coverage in New York

Swiss Re Group U.S. Employee's Pension Plan covers 351 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $425M.

#8,422
in Finance & Insurance (8,869 peers)
+0.7%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Swiss Re Group U.S. Employee's Pension Plan's outsized position by total assets

Swiss Re Group U.S. Employee's Pension Plan vs every filed plan by assets

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

$425,447,613 Top 3% higher than 97% 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

Swiss Re Group U.S. Employee's Pension 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. Swiss Re Group U.S. Employee's Pension Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swiss Re Group U.S. Employee's Pension Plan reported net income rose from -$253M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Swiss Re Group U.S. Employee's Pension Plan reported participants fell from 381 in the plan year 2022 filing to 351 in the plan year 2023 filing.
  • Swiss Re Group U.S. Employee's Pension Plan end-of-year assets rose from $423M in the plan year 2022 filing to $425M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132761364 · Swiss Re America Holding Corporation PY 2023 · Defined Benefit (Pension)

Swiss Re Group U.S. Employee's Pension Plan · $425M · 351 · 97th

  • TYPE $425M
  • NET 351
  • BOOK 97th
  • VS-ST Defined Benefit (Pension)
  • BOY near Allete & Affiliated Companies Retirement Plan C
  • SCH ind #8422

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 Finance & Insurance retirement plans → · Plans in New York →

Swiss Re Group U.S. Employee's Pension Plan in the asset neighbourhood

I.B.E.W. Local 38 Pension PlanI.B.E.W. Local 38 Pension Pl…$427MWestlake Defined Benefit Plan$427MAllete & Affiliated Companies Retirement Plan CAllete & Affiliated Companie…$426MSwiss Re Group U.S. Employee's Pension PlanSwiss Re Group U.S. Employee…$425MAbx Air, Inc Pilots Minimum Monthly Retirement Income PlanAbx Air, Inc Pilots Minimum …$424M
End-of-year total assets ($M) among Swiss Re Group U.S. Employee's Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$423M
Net Assets (End of Year)$425M
Net Income$3M
Employer EIN132761364
Plan Effective Date1948-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swiss Re America Holding Corporation)

Sponsor-wide plan assets over time

All Swiss Re America Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 20.144062868216135% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B 202220232024 $1.69B $2.03B ▲ +20.1%
Year Plans Participants Total Assets
2022 2 2,874 $1.7B
2023 2 2,926 $1.9B
2024 2 2,843 $2.0B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Swiss Re Group U.S. Employee's Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Swiss Re Group U.S. Employee's Pension Plan, Total assets ($B): 0.425447613 · Participants: 351Swiss Re Group U.S. Employee's Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Swiss Re Group U.S. Employee's Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Swiss Re Group U.S. Employee's Pension Plan side-by-side with 3 peers →

Swiss Re Group U.S. Employee's Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Allete & Affiliated Companies Retirement Plan C in MN ($426M); by covered participants it is Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan in PA (351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($425M here).

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Swiss Re Group U.S. Employee's Pension Plan assets move in 2023? ▼
Swiss Re Group U.S. Employee's Pension Plan held essentially flat - up 0.7% during 2023, from $423M to $425M. Reported net income was $3M.
How have Swiss Re America Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swiss Re America Holding Corporation's sponsor-wide assets grew 20.1%, from $1.7B to $2.0B.
Where does Swiss Re Group U.S. Employee's Pension Plan rank by assets among Form 5500 filers? ▼
Swiss Re Group U.S. Employee's Pension Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Swiss Re Group U.S. Employee's Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allete & Affiliated Companies Retirement Plan C in MN ($426M, 171 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Swiss Re Group U.S. Employee's Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan in PA (351 participants, $25M 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 132761364.

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.