Defined Benefit (Pension) · DOL Form 5500 · 2024
Swiss Re America Holding Corporation Pension Plan
Data updated 2026-08-25
- $396M
- Total assets Above avg plan size
- 328
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Swiss Re Group U.S. Employees' Pension Plan · Sponsored by Swiss Re America Holding Corporation · New York · Finance & Insurance
$396M in assets, 328 participants
Swiss Re America Holding Corporation's Swiss Re Group U.S. Employees' Pension Plan reported $396M in total assets and 328 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,049 in Finance & Insurance (8,549 peers)
Coverage in New York
Swiss Re Group U.S. Employees' Pension Plan covers 328 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $396M.
- #8,049
- in Finance & Insurance (8,549 peers)
- -7.0%
- assets change YoY
- 4.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Swiss Re Group U.S. Employees' Pension Plan's outsized position by total assets
Swiss Re Group U.S. Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$395,575,649 Top 3% higher than 97% 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
Swiss Re Group U.S. Employees' Pension 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. Swiss Re Group U.S. Employees' Pension Plan sits mid-pack in the medium band (328 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swiss Re Group U.S. Employees' Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$30M in the plan year 2024 filing.
- Swiss Re Group U.S. Employees' Pension Plan end-of-year assets fell from $425M in the plan year 2023 filing to $396M in the plan year 2024 filing.
- Swiss Re Group U.S. Employees' Pension Plan reported participants fell from 351 in the plan year 2023 filing to 328 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 132761364 · Swiss Re America Holding Corporation PY 2024 · Defined Benefit (Pension)
Swiss Re Group U.S. Employees' Pension Plan · $396M · 328 · 97th
- BOY $396M
- BOY 328
- BOY 97th
- BOY Defined Benefit (Pension)
- BOY near Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees
- BOY ind #8049
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' Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $425M |
|---|---|
| Net Assets (End of Year) | $395M |
| Net Income | -$30M |
| Employer EIN | 132761364 |
| Plan Effective Date | 1948-05-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,874 | $1.7B |
| 2023 | 2 | 2,926 | $1.9B |
| 2024 | 2 | 2,843 | $2.0B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Swiss Re Group U.S. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees in MN ($396M); by covered participants it is Wec Energy Group Retirement Plan for Wec Business Services in WI (328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($396M here).
- Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees (MN) $396M · N/A
- Baxalta Incorporated and Subsidiaries Pension Plan (PA) $395M · 516
- Delta Dental Plan of Michigan, Inc. Retirement Income Plan (MI) $395M · 714
- Local Union 786 Building Material Pension Fund (IL) $394M · 995
Similar participant headcount
Nearest other-state filings by covered participants (328 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.