401(k) · DOL Form 5500 · 2023
Swarovski U.S. Holdings Ltd. 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 1,577
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $48,727
- Avg per participant Low balance/head
Official DOL plan name: Swarovski Employee Retirement Savings Plan · Sponsored by Swarovski U.S. Holdings Ltd. · Rhode Island · Manufacturing
$77M in assets, 1,577 participants
Swarovski U.S. Holdings Ltd.'s Swarovski Employee Retirement Savings Plan reported $77M in total assets and 1,577 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #15,771 in Manufacturing (18,722 peers)
Where Swarovski Employee Retirement Savings Plan sits by assets
Swarovski Employee Retirement Savings Plan sits in the top quartile of all filed plans by assets, $77M for 1,577 participants (~$48,727/participant), up 8.9% in 2023.
- #15,771
- in Manufacturing (18,722 peers)
- +8.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Swarovski Employee Retirement Savings Plan's outsized position by total assets
Swarovski Employee Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,842,845 Top 11% higher than 89% 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
Swarovski Employee 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. Swarovski Employee Retirement Savings Plan lands in the large band (1,577 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swarovski Employee Retirement Savings Plan reported net income rose from -$23M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Swarovski Employee Retirement Savings Plan end-of-year assets rose from $71M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Swarovski Employee Retirement Savings Plan reported participants rose from 1,469 in the plan year 2022 filing to 1,577 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 050273019 · Swarovski U.S. Holdings Ltd. PY 2023 · 401(k)
Swarovski Employee Retirement Savings Plan · $77M · 1,577 · 89th
- PCT $77M
- PCT 1,577
- PCT 89th
- PCT 401(k)
- PCT near Delaval Inc. Retirement Savings Plan
- PCT ind #15771
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 Rhode Island →
Swarovski Employee Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $6M |
| Employer EIN | 050273019 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swarovski U.S. Holdings Ltd.)
Sponsor-wide plan assets over time
All Swarovski U.S. Holdings Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 14.306261850397291% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,469 | $71M |
| 2023 | 1 | 1,577 | $77M |
| 2024 | 1 | 1,637 | $81M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $27.6B · 265,760
- Textron Savings Plan $5.7B · 26,580
- Cfg Retirement Savings Plan $2.9B · 19,047
- Unfi 401(k) Plan $2.7B · 25,475
- Fm Global 401(k) Savings Plan $1.7B · 4,295
Swarovski Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Delaval Inc. Retirement Savings Plan in MO ($77M); by covered participants it is Momentive Performance Materials Savings Plan in NY (1,577 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Delaval Inc. Retirement Savings Plan (MO) $77M · 354
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan (PA) $77M · 317
- Advantech Corporation 401(k) Plan (CA) $77M · 490
- Aga 401(k) Plan (GA) $77M · 1,284
Similar participant headcount
Nearest other-state filings by covered participants (1,577 participants); asset peers above are excluded.
- Momentive Performance Materials Savings Plan (NY) 1,577 · 0 off
- Marquette Transportation Company 401(k) Plan (KY) 1,577 · 0 off
- The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust (MS) 1,577 · 0 off
- Asmo North Carolina Employees' Savings and (NC) 1,576 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.