401(k) · DOL Form 5500 · 2024

Rock of Ages Corporation 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
137
Participants Small participant base
77th
Percentile by assets National rank
$213,589
Avg per participant Above avg balance/head
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Official DOL plan name: Swenson Granite 401(k) Retirement Plan · Sponsored by Rock of Ages Corporation · Vermont · Mining & Oil Extraction

$29M in assets, 137 participants

Rock of Ages Corporation's Swenson Granite 401(k) Retirement Plan reported $29M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #489 in Mining & Oil Extraction (785 peers)

Where Swenson Granite 401(k) Retirement Plan sits by assets

Swenson Granite 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 137 participants (~$213,589/participant), down 6.2% in 2024.

#489
in Mining & Oil Extraction (785 peers)
-6.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swenson Granite 401(k) Retirement Plan's outsized position by total assets

Swenson Granite 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$29,261,744 Top 23% higher than 77% of 123,620 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 2024

Swenson Granite 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swenson Granite 401(k) Retirement Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swenson Granite 401(k) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Swenson Granite 401(k) Retirement Plan end-of-year assets fell from $31M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Swenson Granite 401(k) Retirement Plan reported participants rose from 135 in the plan year 2023 filing to 137 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 030153200 · Rock of Ages Corporation PY 2024 · 401(k)

Swenson Granite 401(k) Retirement Plan · $29M · 137 · 77th

  • IND $29M
  • IND 137
  • IND 77th
  • IND 401(k)
  • IND near Grace Hebert Curtis Architects, LLC
  • IND ind #489

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 Mining & Oil Extraction retirement plans → · Plans in Vermont →

Swenson Granite 401(k) Retirement Plan in the asset neighbourhood

Swenson Granite 401(k) Retirement PlanSwenson Granite 401(k) Retir…$29MGrace Hebert Curtis Architects, LLCGrace Hebert Curtis Architec…$29MThe Cavender Employee Capital Accumulation PlanThe Cavender Employee Capita…$29MThe Mallory Group 401(k) Savings PlanThe Mallory Group 401(k) Sav…$29MValdes Engineering Company Retirement PlanValdes Engineering Company R…$29M
End-of-year total assets ($M) among Swenson Granite 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$29M
Net Income-$2M
Employer EIN030153200
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rock of Ages Corporation)

Sponsor-wide plan assets over time

All Rock of Ages Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$40M 1.4727410957135363% vs 2022
2024 filing year
$39M$40M$41M$42M$43M 202220232024 $39.9M $40.5M ▲ +1.5%
Year Plans Participants Total Assets
2022 2 320 $40M
2023 2 327 $42M
2024 2 323 $40M

Nearby 401(k) Plans in Vermont

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

Swenson Granite 401(k) Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Swenson Granite 401(k) Retirement Plan, Total assets ($B): 0.029261744 · Participants: 137Swenson Granite 401(k) Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Swenson Granite 401(k) Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Swenson Granite 401(k) Retirement Plan side-by-side with 3 peers →

Swenson Granite 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Grace Hebert Curtis Architects, LLC in LA ($29M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Swenson Granite 401(k) Retirement Plan assets move in 2024? ▼
Swenson Granite 401(k) Retirement Plan pulled back noticeably - down 6.2% during 2024, from $31M to $29M. Reported net income was -$2M.
How have Rock of Ages Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rock of Ages Corporation's sponsor-wide assets grew 1.5%, from $40M to $40M.
Where does Swenson Granite 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Swenson Granite 401(k) Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Swenson Granite 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grace Hebert Curtis Architects, LLC in LA ($29M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Swenson Granite 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030153200.

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.