401(k) · DOL Form 5500 · 2024

Swarovski Optik North America, Ltd. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
109
Participants Small participant base
67th
Percentile by assets National rank
$155,002
Avg per participant Above avg balance/head
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Official DOL plan name: Swarovski Optik North America Retirement Savings Plan · Sponsored by Swarovski Optik North America, Ltd. · Rhode Island · Manufacturing

$17M in assets, 109 participants

Swarovski Optik North America, Ltd.'s Swarovski Optik North America Retirement Savings Plan reported $17M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #9,875 in Manufacturing (17,777 peers)

Coverage in Rhode Island

Swarovski Optik North America Retirement Savings Plan covers 109 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $17M.

#9,875
in Manufacturing (17,777 peers)
+15.4%
assets growth YoY

Swarovski Optik North America Retirement Savings Plan's outsized position by total assets

Swarovski Optik North America Retirement Savings Plan vs every filed plan by assets

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

$16,895,190 Top 33% higher than 67% 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

Swarovski Optik North America Retirement Savings 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. Swarovski Optik North America Retirement Savings Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swarovski Optik North America Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Swarovski Optik North America Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Swarovski Optik North America Retirement Savings Plan reported participants rose from 106 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 050456859 · Swarovski Optik North America, Ltd. PY 2024 · 401(k)

Swarovski Optik North America Retirement Savings Plan · $17M · 109 · 67th

  • EBSA $17M
  • EBSA 109
  • EBSA 67th
  • EBSA 401(k)
  • EBSA near Bei Engineers 401(k) Plan
  • EBSA ind #9875

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 Rhode Island →

Swarovski Optik North America Retirement Savings Plan in the asset neighbourhood

Swarovski Optik North America Retirement Savings PlanSwarovski Optik North Americ…$17MBei Engineers 401(k) Plan$17MSouth32 Hermosa Inc. 401(k) PlanSouth32 Hermosa Inc. 401(k) …$17MAbnb Federal Credit Union 401(k) Plan & TrustAbnb Federal Credit Union 40…$17MInolex, Incorporated 401(k) Profit Sharing PlanInolex, Incorporated 401(k) …$17M
End-of-year total assets ($M) among Swarovski Optik North America Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN050456859
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swarovski Optik North America, Ltd.)

Sponsor-wide plan assets over time

All Swarovski Optik North America, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.81377062442479% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.9M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 101 $12M
2023 1 106 $15M
2024 1 109 $17M

Nearby 401(k) Plans in Rhode Island

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

Swarovski Optik North America Retirement Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Swarovski Optik North America Retirement Savings Plan, Total assets ($B): 0.01689519 · Participants: 109Swarovski Optik North America Retirement Savings PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Swarovski Optik North America Retirement Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Swarovski Optik North America Retirement Savings Plan side-by-side with 3 peers →

Swarovski Optik North America Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Bei Engineers 401(k) Plan in TX ($17M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Swarovski Optik North America Retirement Savings Plan assets move in 2024? ▼
Swarovski Optik North America Retirement Savings Plan grew sharply - up 15.4% during 2024, from $15M to $17M. Reported net income was $2M.
How have Swarovski Optik North America, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swarovski Optik North America, Ltd.'s sponsor-wide assets grew 43.8%, from $12M to $17M.
Which 401(k) plans are similar in size to Swarovski Optik North America Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bei Engineers 401(k) Plan in TX ($17M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Swarovski Optik North America Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M 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 050456859.

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.