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
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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

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

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.

See the national 2022→2023 release diff →

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

Advantech Corporation 401(k) PlanAdvantech Corporation 401(k)…$77MAga 401(k) Plan$77MSwarovski Employee Retirement Savings PlanSwarovski Employee Retiremen…$77MDelaval Inc. Retirement Savings PlanDelaval Inc. Retirement Savi…$77MAutomated Financial Systems, Inc. 401(k) Salary Reduction PlanAutomated Financial Systems,…$77M
End-of-year total assets ($M) among Swarovski Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$77M
Net Income$6M
Employer EIN050273019
Plan Effective Date1988-01-01
Filing StatusFILING 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
$65M$70M$75M$80M$85M 202220232024 $70.6M $80.7M ▲ +14.3%
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.

Swarovski Employee Retirement Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Swarovski Employee Retirement Savings Plan, Total assets ($B): 0.076842845 · Participants: 1577Swarovski Employee Retirement Savings PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Swarovski Employee Retirement Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (1,577 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 Swarovski Employee Retirement Savings Plan assets move in 2023?
Swarovski Employee Retirement Savings Plan grew at a solid clip - up 8.9% during 2023, from $71M to $77M. Reported net income was $6M.
How have Swarovski U.S. Holdings Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Swarovski U.S. Holdings Ltd.'s sponsor-wide assets grew 14.3%, from $71M to $81M.
Where does Swarovski Employee Retirement Savings Plan rank by assets among Form 5500 filers?
Swarovski Employee Retirement Savings Plan ranks in the 89th 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 Swarovski Employee Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Delaval Inc. Retirement Savings Plan in MO ($77M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Swarovski Employee Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Momentive Performance Materials Savings Plan in NY (1,577 participants, $447M in assets).