Defined Benefit (Pension) · DOL Form 5500 · 2023
Swire Pacific Holdings Inc and Its Affiliates Pension Plan
Data updated 2026-08-25
- $202M
- Total assets Near avg plan size
- 684
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $294,970
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates · Sponsored by Swire Pacific Holdings Inc and Its Affiliates · Utah · Manufacturing
$202M in assets, 684 participants
Swire Pacific Holdings Inc and Its Affiliates's Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates reported $202M in total assets and 684 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #17,193 in Manufacturing (18,722 peers)
Where Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates sits by assets
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates sits in the top 5% of all filed plans by assets, $202M for 684 participants (~$294,970/participant), up 5.4% in 2023.
- #17,193
- in Manufacturing (18,722 peers)
- +5.4%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates's outsized position by total assets
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$201,759,657 Top 5% higher than 95% 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
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates 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. Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates sits mid-pack in the medium band (684 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates reported net income rose from -$31M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates reported participants fell from 759 in the plan year 2022 filing to 684 in the plan year 2023 filing.
- Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates end-of-year assets rose from $192M in the plan year 2022 filing to $202M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870424812 · Swire Pacific Holdings Inc and Its Affiliates PY 2023 · Defined Benefit (Pension)
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates · $202M · 684 · 95th
- NET $202M
- BOOK 684
- VS-ST 95th
- BOY Defined Benefit (Pension)
- SCH near Southern California Lumber Industry Retirement Fund
- EBSA ind #17193
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 Utah →
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $192M |
|---|---|
| Net Assets (End of Year) | $202M |
| Net Income | $10M |
| Employer EIN | 870424812 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swire Pacific Holdings Inc and Its Affiliates)
Sponsor-wide plan assets over time
All Swire Pacific Holdings Inc and Its Affiliates plans reported in each filing year
- Latest sponsor-wide plan assets
- $550M 27.568319338434677% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,462 | $431M |
| 2023 | 2 | 7,195 | $495M |
| 2024 | 2 | 7,369 | $550M |
Nearby Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.7B · 11,210
- Intermountain Healthcare Pension Plan $3.2B · 28,140
- Rio Tinto America Inc. Retirement Plan $972M · 1,644
- America First Credit Union Pension Plan $547M · 2,464
- Retail Food Employers & Ufcw Local 711 Pension $355M · 8,448
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is Southern California Lumber Industry Retirement Fund in CA ($202M); by covered participants it is National Fuel Gas Company Retirement Plan in NY (685 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($202M here).
Similar participant headcount
Nearest other-state filings by covered participants (684 participants); asset peers above are excluded.
- National Fuel Gas Company Retirement Plan (NY) 685 · 1 off
- Cit Group, Inc. Retirement Plan (NC) 685 · 1 off
- Teamsters National Pipe Line Pension Plan (MN) 682 · 2 off
- Road Carriers Local 707 Pension Fund (NY) 686 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.