401(k) · DOL Form 5500 · 2023

Rock of Ages Corporation 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
135
Participants Small participant base
80th
Percentile by assets National rank
$230,977
Avg per participant Above avg balance/head
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Official DOL plan name: Swenson Granite 401(k) Retirement Plan · Sponsored by Rock of Ages Corporation · Vermont · Mining & Oil Extraction

$31M in assets, 135 participants

Rock of Ages Corporation's Swenson Granite 401(k) Retirement Plan reported $31M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #519 in Mining & Oil Extraction (811 peers)

Where Swenson Granite 401(k) Retirement Plan sits by assets

Swenson Granite 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 135 participants (~$230,977/participant), up 3.8% in 2023.

#519
in Mining & Oil Extraction (811 peers)
+3.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Swenson Granite 401(k) Retirement Plan's outsized position by total assets

Swenson Granite 401(k) Retirement Plan vs every filed plan by assets

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

$31,181,927 Top 20% higher than 80% 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

Swenson Granite 401(k) Retirement 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. Swenson Granite 401(k) Retirement Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swenson Granite 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Swenson Granite 401(k) Retirement Plan reported participants rose from 123 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Swenson Granite 401(k) Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030153200 · Rock of Ages Corporation PY 2023 · 401(k)

Swenson Granite 401(k) Retirement Plan · $31M · 135 · 80th

  • EOY $31M
  • 5500 135
  • ASSETS 80th
  • PCT 401(k)
  • EIN near United Way of Central Iowa 401(k) Plan
  • RANK ind #519

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 Mining & Oil Extraction retirement plans → · Plans in Vermont →

Swenson Granite 401(k) Retirement Plan in the asset neighbourhood

United Way of Central Iowa 401(k) PlanUnited Way of Central Iowa 4…$31MBregal Investments, Inc. 401(k) PlanBregal Investments, Inc. 401…$31MSwenson Granite 401(k) Retirement PlanSwenson Granite 401(k) Retir…$31MHeidell, Pittoni, Murphy & Bach, LLP 401(k) PlanHeidell, Pittoni, Murphy & B…$31MPolymer Additives, Inc. 401(k) Savings PlanPolymer Additives, Inc. 401(…$31M
End-of-year total assets ($M) among Swenson Granite 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$1M
Employer EIN030153200
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rock of Ages Corporation)

Sponsor-wide plan assets over time

All Rock of Ages Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$40M 1.4727410957135363% vs 2022
2024 filing year
$39M$40M$41M$42M$43M 202220232024 $39.9M $40.5M ▲ +1.5%
Year Plans Participants Total Assets
2022 2 320 $40M
2023 2 327 $42M
2024 2 323 $40M

Nearby 401(k) Plans in Vermont

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

Swenson Granite 401(k) Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Swenson Granite 401(k) Retirement Plan, Total assets ($B): 0.031181927 · Participants: 135Swenson Granite 401(k) Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Swenson Granite 401(k) Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Swenson Granite 401(k) Retirement Plan side-by-side with 3 peers →

Swenson Granite 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is United Way of Central Iowa 401(k) Plan in IA ($31M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Swenson Granite 401(k) Retirement Plan assets move in 2023? ▼
Swenson Granite 401(k) Retirement Plan edged up modestly - up 3.8% during 2023, from $30M to $31M. Reported net income was $1M.
How have Rock of Ages Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rock of Ages Corporation's sponsor-wide assets grew 1.5%, from $40M to $40M.
Where does Swenson Granite 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Swenson Granite 401(k) Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Swenson Granite 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Way of Central Iowa 401(k) Plan in IA ($31M, 720 participants).
Which 401(k) plans cover a similar participant headcount to Swenson Granite 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 030153200.

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.