SWIRE COCA-COLA 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
SWIRE PACIFIC HOLDINGS INC.
This 401(k) plan holds $293M in total assets and serves 6,511 participants as of 2023. It is sponsored by SWIRE PACIFIC HOLDINGS INC. in Utah. The plan reported positive net income of $54M for the year.
What the Filing Says About SWIRE COCA-COLA 401(K) PLAN
SWIRE COCA-COLA 401(K) PLAN is a 401(k) retirement plan sponsored by SWIRE PACIFIC HOLDINGS INC., headquartered in Utah. As of the 2023 Form 5500 filing, the plan reports $293M in total end-of-year assets and covers 6,511 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 870424812, and the plan has been effective since 2005-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $240M at the beginning of 2023 to $293M at year-end — a gain of 22.3%. Net assets (after liabilities) closed the year at $293M, with reported net income of $54M 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 — 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) | $240M |
| Total Assets (End of Year) | $293M |
| Net Assets (End of Year) | $293M |
| Net Income | $54M |
| Plan Type | 401(k) |
| 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.
- INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN $6.0B · 46,680
- DESERET 401(K) PLAN $5.5B · 24,292
- ZIONS BANCORPORATION, N.A. PAYSHELTER 401K 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
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the SWIRE COCA-COLA 401(K) PLAN? ▼
What type of plan is SWIRE COCA-COLA 401(K) PLAN? ▼
Who sponsors the SWIRE COCA-COLA 401(K) PLAN? ▼
How did SWIRE COCA-COLA 401(K) PLAN perform in 2023? ▼
Where can I find official filings for SWIRE COCA-COLA 401(K) PLAN? ▼
How does SWIRE COCA-COLA 401(K) PLAN compare to other plans? ▼
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) — original filing retrieval by EIN 870424812.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.