401(k) · DOL Form 5500 · 2022

Sym Financial Corporation 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
57
Participants Small participant base
72nd
Percentile by assets National rank
$251,608
Avg per participant Above avg balance/head
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Official DOL plan name: Sym Financial Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Sym Financial Corporation · Indiana · Finance & Insurance

$14M in assets, 57 participants

Sym Financial Corporation's Sym Financial Corporation 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,225 in Finance & Insurance (9,261 peers)

Sym Financial Corporation multi-year trail

Sym Financial Corporation's plans moved +48.5% in assets from 2022 to 2024; this filing shows Sym Financial Corporation 401(k) Profit Sharing Plan and Trust at $14M / 57 participants.

#5,225
in Finance & Insurance (9,261 peers)
-6.2%
assets change YoY

The plan reported a net loss of $945K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,341,644 Top 28% higher than 72% of 139,123 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 2022

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sym Financial Corporation 401(k) Profit Sharing Plan and Trust is a small filing (57 participants) on this national headcount ladder.

DOL schedule card

Filing strip 351550787 · Sym Financial Corporation PY 2022 · 401(k)

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust · $14M · 57 · 72nd

  • VS-ST $14M
  • BOY 57
  • SCH 72nd
  • EBSA 401(k)
  • PART near Pence Construction 401(k) Plan
  • TYPE ind #5225

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 Finance & Insurance retirement plans → · Plans in Indiana →

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Sym Financial Corporation 401(k) Profit Sharing Plan and TrustSym Financial Corporation 40…$14MPence Construction 401(k) PlanPence Construction 401(k) Pl…$14MSilverback Asset Management, LLC 401(k) Profit Sharing PlanSilverback Asset Management,…$14MCapreit 401(k) Plan$14MPerinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and TrustPerinatal Associates of New …$14M
End-of-year total assets ($M) among Sym Financial Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sym Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sym Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 48.50111326149219% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.3M $21.3M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 57 $14M
2023 1 63 $18M
2024 1 71 $21M

Sym Financial Corporation filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$945K
Employer EIN351550787
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Sym Financial Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.014341644 · Participants: 57Sym Financial Corporation 401(k) Profit Sharing Plan and TrustElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sym Financial Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sym Financial Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Pence Construction 401(k) Plan in OR ($14M); by covered participants it is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sym Financial Corporation 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Sym Financial Corporation 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 6.2% during 2022, from $15M to $14M. Reported net income was -$945K.
How have Sym Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sym Financial Corporation's sponsor-wide assets grew 48.5%, from $14M to $21M.
Which 401(k) plans are similar in size to Sym Financial Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pence Construction 401(k) Plan in OR ($14M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Sym Financial Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351550787.

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.