Defined Benefit (Pension) · DOL Form 5500 · 2023

Swirl Corp. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
13
Participants Small participant base
64th
Percentile by assets National rank
$971,384
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nestle Puerto Rico Pension Plan · Sponsored by Swirl Corp. · Puerto Rico · Manufacturing

$13M in assets, 13 participants

Swirl Corp.'s Nestle Puerto Rico Pension Plan reported $13M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,572 in Manufacturing (18,722 peers)

What the 2023 filing shows

Nestle Puerto Rico Pension Plan holds $13M for 13 participants - about $971,384 per participant, above the median plan by assets.

#9,572
in Manufacturing (18,722 peers)
+0.0%
assets growth YoY

Nestle Puerto Rico Pension Plan's mid-pack asset rank among Manufacturing and all filers

Nestle Puerto Rico Pension Plan vs every filed plan by assets

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

$12,627,990 Top 36% higher than 64% 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

Nestle Puerto Rico Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nestle Puerto Rico Pension Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nestle Puerto Rico Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Nestle Puerto Rico Pension Plan reported participants fell from 14 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660720233 · Swirl Corp. PY 2023 · Defined Benefit (Pension)

Nestle Puerto Rico Pension Plan · $13M · 13 · 64th

  • BOY $13M
  • SCH 13
  • EBSA 64th
  • PART Defined Benefit (Pension)
  • TYPE near Sbera Pension Plan as Adopted by Massachusetts Bankers Association
  • NET ind #9572

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 Puerto Rico →

Nestle Puerto Rico Pension Plan in the asset neighbourhood

Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanOrthopaedic & Spine Center o…$13MSbera Pension Plan as Adopted by Massachusetts Bankers AssociationSbera Pension Plan as Adopte…$13MLocal 868 I. B. of T. Pension FundLocal 868 I. B. of T. Pensio…$13MNestle Puerto Rico Pension PlanNestle Puerto Rico Pension P…$13MUnion League Club Employees Retirement PlanUnion League Club Employees …$13M
End-of-year total assets ($M) among Nestle Puerto Rico Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$5K
Employer EIN660720233
Plan Effective Date2011-09-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Swirl Corp.)

Sponsor-wide plan assets over time

All Swirl Corp. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $19.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 35 $20M
2023 2 33 $20M
2024 1 13 N/A

Nearby Defined Benefit (Pension) Plans in Puerto Rico

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

Nestle Puerto Rico Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants Nestle Puerto Rico Pension Plan, Total assets ($M): 12.62799 · Participants: 13Nestle Puerto Rico Pension PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 800.425311 · Participants: 1638Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 632.455069 · Participants: 1952Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 416.908543 · Participants: 507Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.326883 · Participants: 1144The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 177.084845 · Participants: 93Components Pension Plan for Puerto Rico
Nestle Puerto Rico Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Nestle Puerto Rico Pension Plan side-by-side with 3 peers →

Nestle Puerto Rico Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Massachusetts Bankers Association in MA ($13M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Nestle Puerto Rico Pension Plan assets move in 2023? ▼
Nestle Puerto Rico Pension Plan held essentially flat - up 0.0% during 2023, from $13M to $13M. Reported net income was $5K.
Which Defined Benefit (Pension) plans are similar in size to Nestle Puerto Rico Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Massachusetts Bankers Association in MA ($13M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nestle Puerto Rico Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M 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 660720233.

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.