Swatch Group (U.S.) 401(k) match, vesting and fees
What Swatch Group (U.S.)'s 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Swatch Group (U.S.): employer contribution per participant | $2,417 | |
| Peer median | $2,038 |
| Swatch Group (U.S.): average balance | $104,854 | |
| Peer median | $72,907 |
| Swatch Group (U.S.): admin expenses ÷ assets | 0.14% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $65.4M at the end of plan year 2021 to $74.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,204 | $74.7M | $1.7M | $2,417 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,136 | $64.3M | $1.6M | $2,227 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 1,055 | $56.7M | $1.5M | $2,186 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 965 | $65.4M | $1.4M | $2,195 | 0.14% | Not published | Form 5500 ↗ |
Other Swatch Group (U.S.) plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Swatch Group (U.S.) Inc. Employees' Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The Swatch Group (U.S.) Inc. Union Employees' Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Swatch Group (U.S.) match 401(k) contributions?
The match terms for the The Swatch Group (U.S.) Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $2,417 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Swatch Group (U.S.) 401(k) match vested?
The vesting schedule for the The Swatch Group (U.S.) Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Swatch Group (U.S.) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is The Swatch Group (U.S.) Inc..
I left Swatch Group (U.S.). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Swatch Group (U.S.) Inc., (786) 257-1908) or the recordkeeper, Newport Group, Inc.. The Swatch Group (U.S.) old 401(k) page lists the contacts from every plan filing. Find an old Swatch Group (U.S.) 401(k)
Data from the public Form 5500 annual reports Swatch Group (U.S.) filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Swatch Group (U.S.). Not financial advice. Report a correction · Methodology