401(k) · DOL Form 5500 · 2022

Scottish Re (U.S.), Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
21
Participants Small participant base
64th
Percentile by assets National rank
$462,061
Avg per participant High balance/head
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Official DOL plan name: Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan · Sponsored by Scottish Re (U.S.), Inc. · North Carolina · Finance & Insurance

$10M in assets, 21 participants

Scottish Re (U.S.), Inc.'s Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan reported $10M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,415 in Finance & Insurance (9,261 peers)

Scottish Re (U.S.), Inc. multi-year trail

Scottish Re (U.S.), Inc.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan at $10M / 21 participants.

#4,415
in Finance & Insurance (9,261 peers)
-33.4%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$9,703,289 Top 36% higher than 64% 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

Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 232038295 · Scottish Re (U.S.), Inc. PY 2022 · 401(k)

Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan · $10M · 21 · 64th

  • RANK $10M
  • PHOTO 21
  • IND 64th
  • EOY 401(k)
  • 5500 near Fsi 401(k) Profit Sharing Plan
  • ASSETS ind #4415

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 North Carolina →

Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Scottish Re (U.S.), Inc. 401(k) and Profit Sharing PlanScottish Re (U.S.), Inc. 401…$10MFsi 401(k) Profit Sharing PlanFsi 401(k) Profit Sharing Pl…$10MDupage Neonatology Associates, Sc Profit Sharing PlanDupage Neonatology Associate…$10MSchilling Distributing Profit Sharing 401 K PlanSchilling Distributing Profi…$10MStar Exhibits & Environments, Inc. 401(k) PspStar Exhibits & Environments…$10M
End-of-year total assets ($M) among Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scottish Re (U.S.), Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Scottish Re (U.S.), Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 36.04094446738627% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.7M $13.2M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 21 $10M
2023 1 22 $12M
2024 1 20 $13M

Scottish Re (U.S.), Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$10M
Net Income-$5M
Employer EIN232038295
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.009703289 · Participants: 21Scottish Re (U.S.), Inc. 401(k) and Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Fsi 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan assets move in 2022? ▼
Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan contracted severely - down 33.4% during 2022, from $15M to $10M. Reported net income was -$5M.
How have Scottish Re (U.S.), Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scottish Re (U.S.), Inc.'s sponsor-wide assets grew 36.0%, from $10M to $13M.
Which 401(k) plans are similar in size to Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fsi 401(k) Profit Sharing Plan in CA ($10M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants, N/A 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 232038295.

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.