401(k) · DOL Form 5500 · 2023

Swiss Re America Holding Corporation 401(k) Plan

Data updated 2026-08-06

$1.5B
Total assets: 2,575
Participants: 99th
Percentile by assets: $564,516
Avg per participant

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.

99th percentile by assets (of 126,618 plans)
#8,690 in Finance & Insurance (8,852 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 ~795 per filing). Assets: $1.5B.

$1.5B
total plan assets (2023 EOY): 2,575
covered participants: 99th
percentile by assets (of 126,618 plans): $564,516
avg assets per participant

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 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Swiss Re Group U.S. Employees' Savings Plan reports 2,575 participants - 3.2x that state average ($1.5B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$1.3B
Net Assets (End of Year)	$1.5B
Net Income	$189M
Employer EIN	132761364
Plan Effective Date	1972-09-12
Filing Status	FILING RECEIVED

Sponsor Plan History (Swiss Re America Holding Corporation)

Total plan assets by year, all Swiss Re America Holding Corporation plans on file

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

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Swiss Re Group U.S. Employees' Savings P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Swiss Re Group U.S. Employees' Savings Plan by total assets, not by location.

Sealed Air Corporation 401(k) and Profit Sharing Plan (NC) $1.5B · 7,372
Ss&c Technologies, Inc. 401(k) Retirement Savings Plan (CT) $1.5B · 11,132
Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings Plan (FL) $1.5B · 8,600
Deluxe Corporation 401(k) Plan (MN) $1.4B · 5,556

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 126,618 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).

Next read for Swiss Re Group U.S. Employees' Savings P…

Filing takeaways

Ways to act on Swiss Re Group U.S. Employees' Savings Plan's numbers.

By total assets, Swiss Re Group U.S. Employees' Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Swiss Re America Holding Corporation's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.