401(k) · DOL Form 5500 · 2023
Swire Pacific Holdings Inc. 401(k) Plan
Data updated 2026-08-11
- $293M
- Total assets
- 6,511
- Participants
- 96th
- Percentile by assets
- $45,059
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $293M
- total plan assets (2023 EOY)
- 6,511
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $45,059
- avg assets per participant
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.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Swire Coca-Cola 401(k) Plan reports 6,511 participants - 11x that state average ($293M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $240M |
|---|---|
| Net Assets (End of Year) | $293M |
| Net Income | $54M |
| Employer EIN | 870424812 |
| Plan Effective Date | 2005-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swire Pacific Holdings Inc.)
| 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
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
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 (401(k), $341M, 6,744 participants)
- Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates (Defined Benefit (Pension), $209M, 625 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Swire Coca-Cola 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Swire Coca-Cola 401(k) Plan assets move in 2023? ▼
How have Swire Pacific Holdings Inc. plan assets changed over time? ▼
Where does Swire Coca-Cola 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Swire Coca-Cola 401(k) Plan? ▼
Next read for Swire Coca-Cola 401(k) Plan
Filing takeaways
Ways to act on Swire Coca-Cola 401(k) Plan's numbers.
- By total assets, Swire Coca-Cola 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
- Swire Pacific Holdings Inc.'s sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Manufacturing plans