401(k) · DOL Form 5500 · 2023

Swire Pacific Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$293M
Total assets Near avg plan size
6,511
Participants Above avg headcount
96th
Percentile by assets National rank
$45,059
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swire Coca-Cola 401(k) Plan · Sponsored by Swire Pacific Holdings Inc. · Utah · Manufacturing

$293M in assets, 6,511 participants

Swire Pacific Holdings Inc.'s Swire Coca-Cola 401(k) Plan reported $293M in total assets and 6,511 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,549 in Manufacturing (18,722 peers)

Coverage in Utah

Swire Coca-Cola 401(k) Plan covers 6,511 participants in Utah, 11x the typical Utah plan (state average ~592 per filing). Assets: $293M.

#17,549
in Manufacturing (18,722 peers)
+22.3%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Swire Coca-Cola 401(k) Plan's outsized position by total assets

Swire Coca-Cola 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$293,379,982 Top 4% higher than 96% 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

Swire Coca-Cola 401(k) 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. Swire Coca-Cola 401(k) Plan lands in the large band (6,511 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swire Coca-Cola 401(k) Plan reported net income rose from $11M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Swire Coca-Cola 401(k) Plan end-of-year assets rose from $240M in the plan year 2022 filing to $293M in the plan year 2023 filing.
  • Swire Coca-Cola 401(k) Plan reported participants fell from 6,703 in the plan year 2022 filing to 6,511 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870424812 · Swire Pacific Holdings Inc. PY 2023 · 401(k)

Swire Coca-Cola 401(k) Plan · $293M · 6,511 · 96th

  • EOY $293M
  • 5500 6,511
  • ASSETS 96th
  • PCT 401(k)
  • EIN near Summit Medical Group, PLLC 401(k) Profit Sharing Plan
  • RANK ind #17549

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 Utah →

Swire Coca-Cola 401(k) Plan in the asset neighbourhood

Sensata Technologies Contribution and 401(k) Savings PlanSensata Technologies Contrib…$294MProfit Sharing and 401(k) Plan for Employees of Carlton FieldsProfit Sharing and 401(k) Pl…$294MSummit Medical Group, PLLC 401(k) Profit Sharing PlanSummit Medical Group, PLLC 4…$293MSwire Coca-Cola 401(k) Plan$293MBryant University 403(b) Retirement PlanBryant University 403(b) Ret…$293M
End-of-year total assets ($M) among Swire Coca-Cola 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$240M
Net Assets (End of Year)$293M
Net Income$54M
Employer EIN870424812
Plan Effective Date2005-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swire Pacific Holdings Inc.)

Sponsor-wide plan assets over time

All Swire Pacific Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$550M 27.568319338434677% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $431M $550M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 7,462 $431M
2023 2 7,195 $495M
2024 2 7,369 $550M

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Swire Coca-Cola 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 02468 Total assets ($B) Participants Swire Coca-Cola 401(k) Plan, Total assets ($B): 0.293379982 · Participants: 6511Swire Coca-Cola 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Swire Coca-Cola 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Swire Coca-Cola 401(k) Plan side-by-side with 3 peers →

Scale composition for Swire Coca-Cola 401(k) Plan

Swire Coca-Cola 401(k) Plan reports $293M in end-of-year assets across 6,511 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $45,059 per participant (33% of the national average assets-per-participant) . Net income for plan year 2023 was $54M.

This plan identity (EIN 870424812, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $240M to $341M (+42.3%) while covered participants moved from 6,703 to 6,744 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,703 $240M Open filing
2023 6,511 $293M This page
2024 · index core 6,744 $341M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Swire Coca-Cola 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Summit Medical Group, PLLC 401(k) Profit Sharing Plan in TN ($293M); by covered participants it is The Fresh Market, Inc. Employees 401(k) Savings Plan in NC (6,510 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,511 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 Swire Coca-Cola 401(k) Plan assets move in 2023? ▼
Swire Coca-Cola 401(k) Plan grew sharply - up 22.3% during 2023, from $240M to $293M. Reported net income was $54M.
How have Swire Pacific Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swire Pacific Holdings Inc.'s sponsor-wide assets grew 27.6%, from $431M to $550M.
Where does Swire Coca-Cola 401(k) Plan rank by assets among Form 5500 filers? ▼
Swire Coca-Cola 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Swire Coca-Cola 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Medical Group, PLLC 401(k) Profit Sharing Plan in TN ($293M, 1,445 participants).
Which 401(k) plans cover a similar participant headcount to Swire Coca-Cola 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Fresh Market, Inc. Employees 401(k) Savings Plan in NC (6,510 participants, $69M in assets).

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) - original filing retrieval by EIN 870424812.

Read our methodology - how this data is sourced, computed, and verified.

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