401(k) · DOL Form 5500 · 2023
Swagelok Company 401(k) Plan
Data updated 2026-08-25
- $2.7B
- Total assets Very large vs avg
- 5,086
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $536,635
- Avg per participant High balance/head
Official DOL plan name: Swagelok Retirement Savings Plan · Sponsored by Swagelok Company · Ohio · Manufacturing
$2.7B in assets, 5,086 participants
Swagelok Company's Swagelok Retirement Savings Plan reported $2.7B in total assets and 5,086 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.
- #18,540 in Manufacturing (18,722 peers)
Coverage in Ohio
Swagelok Retirement Savings Plan covers 5,086 participants in Ohio, 6.6x the typical Ohio plan (state average ~765 per filing). Assets: $2.7B.
- #18,540
- in Manufacturing (18,722 peers)
- +0.0%
- assets growth YoY
- 27×
- vs typical plan assets (national mean)
Swagelok Retirement Savings Plan's outsized position by total assets
Swagelok Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,729,325,853 Top 1% higher than 99% 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
Swagelok Retirement 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. Swagelok Retirement Savings Plan lands in the large band (5,086 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swagelok Retirement Savings Plan reported net income rose from -$72M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Swagelok Retirement Savings Plan reported participants rose from 4,564 in the plan year 2022 filing to 5,086 in the plan year 2023 filing.
- Swagelok Retirement Savings Plan end-of-year assets rose from $2.7B in the plan year 2022 filing to $2.7B in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 340688825 · Swagelok Company PY 2023 · 401(k)
Swagelok Retirement Savings Plan · $2.7B · 5,086 · 99th
- 5500 $2.7B
- ASSETS 5,086
- PCT 99th
- EIN 401(k)
- RANK near Black & Veatch Retirement Program
- PHOTO ind #18540
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 Ohio →
Swagelok Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2.7B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $3M |
| Employer EIN | 340688825 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swagelok Company)
Sponsor-wide plan assets over time
All Swagelok Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.9B 6.4556029877982795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,564 | $2.7B |
| 2023 | 1 | 5,086 | $2.7B |
| 2024 | 1 | 4,988 | $2.9B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Scale composition for Swagelok Retirement Savings Plan
Swagelok Retirement Savings Plan reports $2.7B in end-of-year assets across 5,086 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $536,635 per participant (3.9x the national average assets-per-participant) . Net income for plan year 2023 was $3M.
This plan identity (EIN 340688825, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $2.9B (+6.5%) while covered participants moved from 4,564 to 4,988 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,564 | $2.7B | Open filing |
| 2023 | 5,086 | $2.7B | This page |
| 2024 · index core | 4,988 | $2.9B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Swagelok Retirement Savings Plan (401(k), $2.9B, 4,988 participants)
Swagelok Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Black & Veatch Retirement Program in KS ($2.7B); by covered participants it is Radiology Partners, Inc. 401(k) Profit Sharing Plan in CA (5,085 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.7B here).
- Black & Veatch Retirement Program (KS) $2.7B · 6,890
- The Estee Lauder Companies 401(k) Savings Plan (NY) $2.7B · 12,114
- The Fidelity National Financial Group 401(k) Profit Sharing Plan (FL) $2.7B · 19,594
- Aramco U.S. Savings Plan (TX) $2.7B · 1,734
Similar participant headcount
Nearest other-state filings by covered participants (5,086 participants); asset peers above are excluded.
- Radiology Partners, Inc. 401(k) Profit Sharing Plan (CA) 5,085 · 1 off
- Colgate-Palmolive Company Employees Savings & Investment Plan (NY) 5,087 · 1 off
- Lettuce Entertain You Employee Savings Plan (IL) 5,088 · 2 off
- Yellow Corporation 401(k) Plan (KS) 5,090 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.