401(k) · DOL Form 5500 · 2023

Swiss Re America Holding Corporation 401(k) Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
2,575
Participants Above avg headcount
99th
Percentile by assets National rank
$564,516
Avg per participant High balance/head
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Official DOL plan name: Swiss Re Group U.S. Employees' Savings Plan · Sponsored by Swiss Re America Holding Corporation · New York · Finance & Insurance

$1.5B in assets, 2,575 participants

Swiss Re America Holding Corporation's Swiss Re Group U.S. Employees' Savings Plan reported $1.5B in total assets and 2,575 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,707 in Finance & Insurance (8,869 peers)

Coverage in New York

Swiss Re Group U.S. Employees' Savings Plan covers 2,575 participants in New York, 3.2x the typical New York plan (state average ~798 per filing). Assets: $1.5B.

#8,707
in Finance & Insurance (8,869 peers)
+14.9%
assets growth YoY
15×
vs typical plan assets (national mean)

Swiss Re Group U.S. Employees' Savings Plan's outsized position by total assets

Swiss Re Group U.S. Employees' Savings Plan vs every filed plan by assets

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

$1,453,627,596 Top 1% higher than 99% 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. Employees' Savings Plan'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. Swiss Re Group U.S. Employees' Savings Plan lands in the large band (2,575 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swiss Re Group U.S. Employees' Savings Plan reported net income rose from -$275M in the plan year 2022 filing to $189M in the plan year 2023 filing.
  • Swiss Re Group U.S. Employees' Savings Plan end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
  • Swiss Re Group U.S. Employees' Savings Plan reported participants rose from 2,493 in the plan year 2022 filing to 2,575 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 · 401(k)

Swiss Re Group U.S. Employees' Savings Plan · $1.5B · 2,575 · 99th

  • EIN $1.5B
  • RANK 2,575
  • PHOTO 99th
  • IND 401(k)
  • EOY near Sealed Air Corporation 401(k) and Profit Sharing Plan
  • 5500 ind #8707

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. Employees' Savings Plan in the asset neighbourhood

Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings PlanBlue Cross and Blue Shield o…$1.5BSwiss Re Group U.S. Employees' Savings PlanSwiss Re Group U.S. Employee…$1.5BSealed Air Corporation 401(k) and Profit Sharing PlanSealed Air Corporation 401(k…$1.5BSs&c Technologies, Inc. 401(k) Retirement Savings PlanSs&c Technologies, Inc. 401(…$1.5BDeluxe Corporation 401(k) PlanDeluxe Corporation 401(k) Pl…$1.4B
End-of-year total assets ($B) among Swiss Re Group U.S. Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.5B
Net Income$189M
Employer EIN132761364
Plan Effective Date1972-09-12
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 401(k) Plans in New York

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

Swiss Re Group U.S. Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Swiss Re Group U.S. Employees' Savings Plan, Total assets ($B): 1.453627596 · Participants: 2575Swiss Re Group U.S. Employees' Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Swiss Re Group U.S. Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Swiss Re Group U.S. Employees' Savings Plan side-by-side with 3 peers →

Swiss Re Group U.S. Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sealed Air Corporation 401(k) and Profit Sharing Plan in NC ($1.5B); by covered participants it is Osmose 401(k) Plan in GA (2,575 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,575 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. Employees' Savings Plan assets move in 2023? ▼
Swiss Re Group U.S. Employees' Savings Plan grew at a solid clip - up 14.9% during 2023, from $1.3B to $1.5B. Reported net income was $189M.
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. Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Swiss Re Group U.S. Employees' Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Swiss Re Group U.S. Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sealed Air Corporation 401(k) and Profit Sharing Plan in NC ($1.5B, 7,372 participants).
Which 401(k) plans cover a similar participant headcount to Swiss Re Group U.S. Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osmose 401(k) Plan in GA (2,575 participants, $178M 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.