401(k) · DOL Form 5500 · 2024

Swiss Re America Holding Corporation 401(k) Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
2,515
Participants Above avg headcount
99th
Percentile by assets National rank
$648,717
Avg per participant High balance/head
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Official DOL plan name: Swiss Re Group U.S. Employees' Savings Plan · Sponsored by Swiss Re America Holding Corporation · New York · Finance & Insurance

$1.6B in assets, 2,515 participants

Swiss Re America Holding Corporation's Swiss Re Group U.S. Employees' Savings Plan reported $1.6B in total assets and 2,515 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,387 in Finance & Insurance (8,549 peers)

Coverage in New York

Swiss Re Group U.S. Employees' Savings Plan covers 2,515 participants in New York, 3.2x the typical New York plan (state average ~798 per filing). Assets: $1.6B.

#8,387
in Finance & Insurance (8,549 peers)
+12.2%
assets growth YoY
16×
vs typical plan assets (national mean)

Swiss Re Group U.S. Employees' Savings Plan's outsized position by total assets

Swiss Re Group U.S. Employees' Savings Plan vs every filed plan by assets

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

$1,631,523,908 Top 1% higher than 99% 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

Swiss Re Group U.S. Employees' Savings 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. Swiss Re Group U.S. Employees' Savings Plan lands in the large band (2,515 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swiss Re Group U.S. Employees' Savings Plan end-of-year assets rose from $1.5B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
  • Swiss Re Group U.S. Employees' Savings Plan reported net income fell from $189M in the plan year 2023 filing to $178M in the plan year 2024 filing.
  • Swiss Re Group U.S. Employees' Savings Plan reported participants fell from 2,575 in the plan year 2023 filing to 2,515 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 132761364 · Swiss Re America Holding Corporation PY 2024 · 401(k)

Swiss Re Group U.S. Employees' Savings Plan · $1.6B · 2,515 · 99th

  • PCT $1.6B
  • PCT 2,515
  • PCT 99th
  • PCT 401(k)
  • PCT near Medline Industries, LP Retirement Plan
  • PCT ind #8387

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 Finance & Insurance retirement plans → · Plans in New York →

Swiss Re Group U.S. Employees' Savings Plan in the asset neighbourhood

Medline Industries, LP Retirement PlanMedline Industries, LP Retir…$1.6BCommunity Health Network 401(k) Retirement PlanCommunity Health Network 401…$1.6BSwiss Re Group U.S. Employees' Savings PlanSwiss Re Group U.S. Employee…$1.6BTih Insurance Holdings, LLC 401(k) Savings PlanTih Insurance Holdings, LLC …$1.6BEmployee Savings and Stock Ownership Plan of General Re Corp and Its Domestic SubsidiariesEmployee Savings and Stock O…$1.6B
End-of-year total assets ($B) among Swiss Re Group U.S. Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$1.5B
Net Assets (End of Year)$1.6B
Net Income$178M
Employer EIN132761364
Plan Effective Date1972-09-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Swiss Re America Holding Corporation)

Sponsor-wide plan assets over time

All Swiss Re America Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 20.144062868216135% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B 202220232024 $1.69B $2.03B ▲ +20.1%
Year Plans Participants Total Assets
2022 2 2,874 $1.7B
2023 2 2,926 $1.9B
2024 2 2,843 $2.0B

Nearby 401(k) Plans in New York

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

Swiss Re Group U.S. Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Swiss Re Group U.S. Employees' Savings Plan, Total assets ($B): 1.631523908 · Participants: 2515Swiss Re Group U.S. Employees' Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Swiss Re Group U.S. Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Swiss Re Group U.S. Employees' Savings Plan side-by-side with 3 peers →

Swiss Re Group U.S. Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Medline Industries, LP Retirement Plan in IL ($1.6B); by covered participants it is Avg 401(k) Plan in FL (2,515 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,515 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 Swiss Re Group U.S. Employees' Savings Plan assets move in 2024? ▼
Swiss Re Group U.S. Employees' Savings Plan grew at a solid clip - up 12.2% during 2024, from $1.5B to $1.6B. Reported net income was $178M.
How have Swiss Re America Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swiss Re America Holding Corporation's sponsor-wide assets grew 20.1%, from $1.7B to $2.0B.
Where does Swiss Re Group U.S. Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Swiss Re Group U.S. Employees' Savings Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Swiss Re Group U.S. Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medline Industries, LP Retirement Plan in IL ($1.6B, 21,813 participants).
Which 401(k) plans cover a similar participant headcount to Swiss Re Group U.S. Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avg 401(k) Plan in FL (2,515 participants, $14M 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 132761364.

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.