Swagelok Retirement Savings Plan — Form 5500 plan (Swagelok Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Swagelok Retirement Savings Plan is a benefit plan reported by Swagelok Company under EIN 34-0688825 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,940 participants and $2,729,325,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swagelok Company
EIN
34-0688825
Plan number
002
Plan type
2
Location
Solon, OH
Latest filing year
2023
Participants
6,940
End-of-year plan assets
$2,729,325,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,940H, C20241014113059NAL0044328464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,729,325,853
Total liabilities (EOY)
$279,314,624
Net assets (EOY)
$2,450,011,229
Net assets (BOY)
$2,447,318,073

Income & contributions

Employer contributions
$26,124,300
Participant contributions
$34,139,083
Total contributions
$63,377,296
Total income / additions
$201,408,446

Expenses & distributions

Benefits paid
$192,332,447
Administrative expenses
$139,757
Total expenses
$198,715,290
Net increase / (decrease)
$2,693,156

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv. Inst. Ops. Co.NONE$139,757$02023

Related Form 5500 pages