Defined Benefit (Pension) · DOL Form 5500 · 2024
Swire Pacific Holdings Inc and Its Affiliates Pension Plan
Data updated 2026-08-25
- $209M
- Total assets Near avg plan size
- 625
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $334,222
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates · Sponsored by Swire Pacific Holdings Inc and Its Affiliates · Utah · Manufacturing
$209M in assets, 625 participants
Swire Pacific Holdings Inc and Its Affiliates's Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates reported $209M in total assets and 625 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #16,265 in Manufacturing (17,777 peers)
Where Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates sits by assets
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates sits in the top 10% of all filed plans by assets, $209M for 625 participants (~$334,222/participant), up 3.5% in 2024.
- #16,265
- in Manufacturing (17,777 peers)
- +3.5%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates's outsized position by total assets
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$208,888,826 Top 6% higher than 94% 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
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates 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. Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates sits mid-pack in the medium band (625 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates reported participants fell from 684 in the plan year 2023 filing to 625 in the plan year 2024 filing.
- Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates end-of-year assets rose from $202M in the plan year 2023 filing to $209M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 870424812 · Swire Pacific Holdings Inc and Its Affiliates PY 2024 · Defined Benefit (Pension)
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates · $209M · 625 · 94th
- PART $209M
- TYPE 625
- NET 94th
- BOOK Defined Benefit (Pension)
- VS-ST near Arnold & Porter Cash Balance Plan and Trust
- BOY ind #16265
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 →
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $202M |
|---|---|
| Net Assets (End of Year) | $209M |
| Net Income | $7M |
| Employer EIN | 870424812 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swire Pacific Holdings Inc and Its Affiliates)
Sponsor-wide plan assets over time
All Swire Pacific Holdings Inc and Its Affiliates 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 Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.1B · 10,478
- Intermountain Healthcare Pension Plan $3.4B · 26,724
- Rio Tinto America Inc. Retirement Plan $916M · 1,564
- America First Credit Union Pension Plan $600M · 2,645
- Retail Food Employers & Ufcw Local 711 Pension $367M · 8,046
Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is Arnold & Porter Cash Balance Plan and Trust in DC ($209M); by covered participants it is United Nations Federal Credit Union Cash Balance Retirement Pension Plan in NY (626 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($209M here).
- Arnold & Porter Cash Balance Plan and Trust (DC) $209M · 340
- Local 584 Pension Trust Fund (NY) $209M · 325
- Cefcu Retirement Income Plan and Trust (IL) $209M · 886
- United Association General Officers and Employees Pension Fund (MD) $209M · 146
Similar participant headcount
Nearest other-state filings by covered participants (625 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.