401(k) · DOL Form 5500 · 2024

Rock of Ages Corporation 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
186
Participants Below avg headcount
58th
Percentile by assets National rank
$60,192
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swenson Granite Union 401(k) Plan · Sponsored by Rock of Ages Corporation · Vermont · Mining & Oil Extraction

$11M in assets, 186 participants

Rock of Ages Corporation's Swenson Granite Union 401(k) Plan reported $11M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

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

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Swenson Granite Union 401(k) Plan ranks #299 of 785 2024 filers by assets (1098% of the sector average)-$11M for 186 participants.

#299
in Mining & Oil Extraction (785 peers)
+0.5%
assets growth YoY

Swenson Granite Union 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

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

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

$11,195,791 Top 42% higher than 58% 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 Union 401(k) 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 Union 401(k) Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swenson Granite Union 401(k) Plan reported net income fell from $863K in the plan year 2023 filing to $58K in the plan year 2024 filing.
  • Swenson Granite Union 401(k) Plan reported participants fell from 192 in the plan year 2023 filing to 186 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

Swenson Granite Union 401(k) Plan · $11M · 186 · 58th

  • BOOK $11M
  • BOOK 186
  • BOOK 58th
  • BOOK 401(k)
  • BOOK near Donsco, Inc. Employee Retirement Savings Plan
  • BOOK ind #299

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 Union 401(k) Plan in the asset neighbourhood

Swenson Granite Union 401(k) PlanSwenson Granite Union 401(k)…$11MDonsco, Inc. Employee Retirement Savings PlanDonsco, Inc. Employee Retire…$11MBruce Titus Automotive Group 401(k) PlanBruce Titus Automotive Group…$11MElias Law Group LLP 401(k) PlanElias Law Group LLP 401(k) P…$11MKobayashi Healthcare International, Inc. 401(k) PlanKobayashi Healthcare Interna…$11M
End-of-year total assets ($M) among Swenson Granite Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$58K
Employer EIN030153200
Plan Effective Date1993-05-31
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 Union 401(k) 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 ($B) Participants Swenson Granite Union 401(k) Plan, Total assets ($B): 0.011195791 · Participants: 186Swenson Granite Union 401(k) 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 Union 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Swenson Granite Union 401(k) Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest 401(k) by assets is Donsco, Inc. Employee Retirement Savings Plan in PA ($11M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Union 401(k) Plan assets move in 2024? ▼
Swenson Granite Union 401(k) Plan held essentially flat - up 0.5% during 2024, from $11M to $11M. Reported net income was $58K.
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.
Which 401(k) plans are similar in size to Swenson Granite Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Donsco, Inc. Employee Retirement Savings Plan in PA ($11M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Swenson Granite Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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.