401(k) · DOL Form 5500 · 2024
Swagelok Company 401(k) Plan
Data updated 2026-08-25
- $2.9B
- Total assets Very large vs avg
- 4,988
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $582,291
- Avg per participant High balance/head
Official DOL plan name: Swagelok Retirement Savings Plan · Sponsored by Swagelok Company · Ohio · Manufacturing
$2.9B in assets, 4,988 participants
Swagelok Company's Swagelok Retirement Savings Plan reported $2.9B in total assets and 4,988 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.
- #17,597 in Manufacturing (17,777 peers)
Coverage in Ohio
Swagelok Retirement Savings Plan covers 4,988 participants in Ohio, 6.5x the typical Ohio plan (state average ~765 per filing). Assets: $2.9B.
- #17,597
- in Manufacturing (17,777 peers)
- +6.4%
- assets growth YoY
- 29×
- vs typical plan assets (national mean)
Swagelok Retirement Savings Plan's outsized position by total assets
Swagelok Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,904,465,397 Top 1% higher than 99% 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
Swagelok Retirement 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. Swagelok Retirement Savings Plan lands in the large band (4,988 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Swagelok Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $177M in the plan year 2024 filing.
- Swagelok Retirement Savings Plan end-of-year assets rose from $2.7B in the plan year 2023 filing to $2.9B in the plan year 2024 filing.
- Swagelok Retirement Savings Plan reported participants fell from 5,086 in the plan year 2023 filing to 4,988 in the plan year 2024 filing.
DOL schedule card
Filing strip 340688825 · Swagelok Company PY 2024 · 401(k)
Swagelok Retirement Savings Plan · $2.9B · 4,988 · 99th
- ASSETS $2.9B
- PCT 4,988
- EIN 99th
- RANK 401(k)
- PHOTO near Epic Systems Corporation 401(k) Plan
- IND ind #17597
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 Ohio →
Swagelok Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2.7B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $177M |
| Employer EIN | 340688825 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swagelok Company)
Sponsor-wide plan assets over time
All Swagelok Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.9B 6.4556029877982795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,564 | $2.7B |
| 2023 | 1 | 5,086 | $2.7B |
| 2024 | 1 | 4,988 | $2.9B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Swagelok Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Epic Systems Corporation 401(k) Plan in WI ($2.9B); by covered participants it is Altres 401(k) Retirement Plan in HI (4,989 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.9B here).
- Epic Systems Corporation 401(k) Plan (WI) $2.9B · 13,955
- Paccar Inc Savings Investment Plan (WA) $2.9B · 11,793
- The Northwestern Mutual Employee Savings Plan (WI) $2.9B · 8,232
- Aramco U.S. Savings Plan (TX) $2.9B · 1,865
Similar participant headcount
Nearest other-state filings by covered participants (4,988 participants); asset peers above are excluded.
- Altres 401(k) Retirement Plan (HI) 4,989 · 1 off
- Willow Bridge 401(k) Plan (TX) 4,990 · 2 off
- Texo Members 401(k) Plan (TX) 4,984 · 4 off
- Scholastic Corporation 401(k) Savings and Retirement Plan (NY) 4,982 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.