401(k) · DOL Form 5500 · 2023
Swagelok Company 401(k) Plan
Data updated 2026-08-11
- $2.7B
- Total assets
- 5,086
- Participants
- 99th
- Percentile by assets
- $536,635
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $2.7B
- total plan assets (2023 EOY)
- 5,086
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $536,635
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Swagelok Retirement Savings Plan reports 5,086 participants - 6.6x that state average ($2.7B EOY assets).
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)
| 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.
Swagelok Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Swagelok Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Swagelok Retirement Savings Plan assets move in 2023? ▼
How have Swagelok Company plan assets changed over time? ▼
Where does Swagelok Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Swagelok Retirement Savings Plan? ▼
Next read for Swagelok Retirement Savings Plan
Filing takeaways
Ways to act on Swagelok Retirement Savings Plan's numbers.
- By total assets, Swagelok Retirement 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 Ohio. Compare plans
- Swagelok Company's sponsor-wide assets have grown 6.5% since 2022 across 3 plan years on file. More Manufacturing plans