401(k) · DOL Form 5500 · 2024
Swire Pacific Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $341M
- Total assets Above avg plan size
- 6,744
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $50,619
- Avg per participant Low balance/head
Official DOL plan name: Swire Coca-Cola 401(k) Plan · Sponsored by Swire Pacific Holdings Inc. · Utah · Manufacturing
$341M in assets, 6,744 participants
Swire Pacific Holdings Inc.'s Swire Coca-Cola 401(k) Plan reported $341M in total assets and 6,744 participants in its 2024 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.
- #16,706 in Manufacturing (17,777 peers)
Coverage in Utah
Swire Coca-Cola 401(k) Plan covers 6,744 participants in Utah, 11x the typical Utah plan (state average ~592 per filing). Assets: $341M.
- #16,706
- in Manufacturing (17,777 peers)
- +16.4%
- assets growth YoY
- 3.4×
- 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 2024 · DOL Form 5500
$341,375,035 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Swire Coca-Cola 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (6,744 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swire Coca-Cola 401(k) Plan end-of-year assets rose from $293M in the plan year 2023 filing to $341M in the plan year 2024 filing.
- Swire Coca-Cola 401(k) Plan reported net income fell from $54M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Swire Coca-Cola 401(k) Plan reported participants rose from 6,511 in the plan year 2023 filing to 6,744 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 870424812 · Swire Pacific Holdings Inc. PY 2024 · 401(k)
Swire Coca-Cola 401(k) Plan · $341M · 6,744 · 96th
- ASSETS $341M
- ASSETS 6,744
- ASSETS 96th
- ASSETS 401(k)
- ASSETS near Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan
- ASSETS ind #16706
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
Utah filing particulars
| Total Assets (Beginning of Year) | $293M |
|---|---|
| Net Assets (End of Year) | $341M |
| Net Income | $48M |
| Employer EIN | 870424812 |
| Plan Effective Date | 2005-06-01 |
| Filing Status | FILING 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
| 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 Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Scale composition for Swire Coca-Cola 401(k) Plan
Swire Coca-Cola 401(k) Plan reports $341M in end-of-year assets across 6,744 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $50,619 per participant (37% of the national average assets-per-participant) . Net income for plan year 2024 was $48M.
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 | Open filing |
| 2024 · index core | 6,744 | $341M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates (Defined Benefit (Pension), $209M, 625 participants)
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 Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan in CA ($341M); by covered participants it is Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan in PA (6,736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($341M here).
- Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan (CA) $341M · 1,140
- Element Savings and Investment Plan (CA) $341M · 3,438
- Sammons Enterprises, Inc. 401(k) Savings Plan (TX) $341M · 3,469
- Geodis USA Retirement Plan (TN) $341M · 15,943
Similar participant headcount
Nearest other-state filings by covered participants (6,744 participants); asset peers above are excluded.
- Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan (PA) 6,736 · 8 off
- Bluetriton Brands, Inc. 401(k) Savings Plan (CT) 6,755 · 11 off
- Royal Care 401(k) Plan (NY) 6,756 · 12 off
- Snap-on Incorporated 401(k) Savings Plan (WI) 6,759 · 15 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.