Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

The Swatch Group (U.S.) Inc. Employees' Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Swatch Group (U.S.) Inc. ยท Florida ยท Wholesale Trade

What the 2023 filing shows

The Swatch Group (U.S.) Inc. Employees' Retirement Plan holds $23M for 18 participants - about $1.3M per participant, up 0.4% over the 2023 plan year.

$23M
total plan assets (2023 EOY)
18
covered participants
$1.3M
avg assets per participant
+0.4%
assets growth YoY
Total Assets (2023)
$23M
Participants
18
State
Industry
Wholesale Trade

What the Filing Says About The Swatch Group (U.S.) Inc. Employees' Retirement Plan

The Swatch Group (U.S.) Inc. Employees' Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by The Swatch Group (U.S.) Inc., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 18 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 132972171, and the plan has been effective since 1940-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2023 to $23M at year-end โ€” a gain of 0.4%. Net assets (after liabilities) closed the year at $23M, with reported net income of $107K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$107K
Plan TypeDefined Benefit (Pension)
Employer EIN132972171
Plan Effective Date1940-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Swatch Group (U.S.) Inc.)

Year Plans Participants Total Assets
2022 2 758 $80M
2023 2 832 $87M
2024 2 902 $96M

Nearby Defined Benefit (Pension) Plans in Florida

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

Frequently Asked Questions

How much money is in the The Swatch Group (U.S.) Inc. Employees' Retirement Plan?
As of the 2023 Form 5500 filing, The Swatch Group (U.S.) Inc. Employees' Retirement Plan holds $23M in total assets with 18 participants. It is sponsored by The Swatch Group (U.S.) Inc..
What type of plan is The Swatch Group (U.S.) Inc. Employees' Retirement Plan?
The Swatch Group (U.S.) Inc. Employees' Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1940-06-01. The plan is filed with the U.S. Department of Labor under EIN 132972171.
Who sponsors the The Swatch Group (U.S.) Inc. Employees' Retirement Plan?
The Swatch Group (U.S.) Inc. Employees' Retirement Plan is sponsored by The Swatch Group (U.S.) Inc., located in Florida. The sponsor's EIN is 132972171 and the plan operates in the Wholesale Trade industry.
How did The Swatch Group (U.S.) Inc. Employees' Retirement Plan perform in 2023?
The Swatch Group (U.S.) Inc. Employees' Retirement Plan grew by 0.4% during 2023, moving from $23M to $23M in total assets. Net income was $107K.
Where can I find official filings for The Swatch Group (U.S.) Inc. Employees' Retirement Plan?
Official Form 5500 filings for The Swatch Group (U.S.) Inc. Employees' Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 132972171 or plan name at efast.dol.gov.
How does The Swatch Group (U.S.) Inc. Employees' Retirement Plan compare to other plans?
You can compare The Swatch Group (U.S.) Inc. Employees' Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 132972171.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.