Swagelok 401(k) plan

Swagelok Company, Solon, OH. EIN 34-0688825. Annual reports 2009–2024.

Swagelok Company has one active retirement plan on file, the Swagelok Retirement Savings Plan, with 6,519 participants and $2.6 billion in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Swagelok's filings since 2009.

Active plans: 1
Participants: 6,519
Plan assets: $2.6 billion
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Manufacturing

The plan

Swagelok Retirement Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 34-0688825
Participants (2024): 6,519
Net assets (2024): $2.6 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Swagelok Company
29500 Solon Road
Solon, OH 44139
(440) 248-4600As filed for 2024
In effect since: January 1, 1998

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,519	$2.6 billion	Fidelity
2023	7,001	$2.5 billion	Fidelity
2022	6,940	$2.4 billion	Fidelity
2021	6,174	$2.5 billion	Fidelity
2020	5,679	$2.0 billion	Fidelity
2019	5,529	$1.9 billion	Fidelity
2018	5,777	$1.7 billion	Fidelity
2017	5,439	$1.7 billion	Fidelity
2016	5,104	$1.4 billion	Fidelity
2015	5,014	$1.2 billion	Fidelity
2014	5,104	$1.4 billion	Fidelity
2013	4,819	$1.4 billion	Fidelity
2012	4,330	$1.0 billion	Fidelity
2011	4,227	$923 million	Fidelity
2010	4,091	$867 million	Fidelity
2009	4,014	$640 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Swagelok Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((440) 248-4600). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Swagelok Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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