401(k) · DOL Form 5500 · 2022

Sperry Rail, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
319
Participants Below avg headcount
80th
Percentile by assets National rank
$77,450
Avg per participant Below avg balance/head
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Official DOL plan name: Sperry Rail, Inc. Savings & Investment Plan · Sponsored by Sperry Rail, Inc. · Connecticut · Manufacturing

$25M in assets, 319 participants

Sperry Rail, Inc.'s Sperry Rail, Inc. Savings & Investment Plan reported $25M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,865 in Manufacturing (20,602 peers)

Coverage in Connecticut

Sperry Rail, Inc. Savings & Investment Plan covers 319 participants in Connecticut, about 44% of the average Connecticut filer (state average ~718 per filing). Assets: $25M.

#14,865
in Manufacturing (20,602 peers)
-24.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sperry Rail, Inc. Savings & Investment Plan's outsized position by total assets

Sperry Rail, Inc. Savings & Investment Plan vs every filed plan by assets

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

$24,706,434 Top 20% higher than 80% 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

Sperry Rail, Inc. Savings & Investment Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sperry Rail, Inc. Savings & Investment Plan sits mid-pack in the medium band (319 participants).

EBSA filing schedule strip

Filing strip 060917470 · Sperry Rail, Inc. PY 2022 · 401(k)

Sperry Rail, Inc. Savings & Investment Plan · $25M · 319 · 80th

  • SCH $25M
  • SCH 319
  • SCH 80th
  • SCH 401(k)
  • SCH near Smartthings 401(k) Plan
  • SCH ind #14865

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 Manufacturing retirement plans → · Plans in Connecticut →

Sperry Rail, Inc. Savings & Investment Plan in the asset neighbourhood

Sperry Rail, Inc. Savings & Investment PlanSperry Rail, Inc. Savings & …$25MSmartthings 401(k) Plan$25MRda Company, LLC 401(k) Plan$25MDirection Home Akron Canton Area Agency on Aging & Disabilities 401(k) PlanDirection Home Akron Canton …$25MSchaefer Systems International, Inc. 401(k) Retirement PlanSchaefer Systems Internation…$25M
End-of-year total assets ($M) among Sperry Rail, Inc. Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$25M
Net Income-$8M
Employer EIN060917470
Plan Effective Date1994-03-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Sperry Rail, Inc.)

Sponsor-wide plan assets over time

All Sperry Rail, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 52.48716994123879% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.7M $37.7M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 319 $25M
2023 1 338 $31M
2024 1 362 $38M

Nearby 401(k) Plans in Connecticut

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

Sperry Rail, Inc. Savings & Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Sperry Rail, Inc. Savings & Investment Plan, Total assets ($B): 0.024706434 · Participants: 319Sperry Rail, Inc. Savings & Investment PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Sperry Rail, Inc. Savings & Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Sperry Rail, Inc. Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Smartthings 401(k) Plan in CA ($25M); by covered participants it is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Sperry Rail, Inc. Savings & Investment Plan assets move in 2022?
Sperry Rail, Inc. Savings & Investment Plan declined sharply - down 24.1% during 2022, from $33M to $25M. Reported net income was -$8M.
How have Sperry Rail, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sperry Rail, Inc.'s sponsor-wide assets grew 52.5%, from $25M to $38M.
Where does Sperry Rail, Inc. Savings & Investment Plan rank by assets among Form 5500 filers?
Sperry Rail, Inc. Savings & Investment Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sperry Rail, Inc. Savings & Investment Plan?
Among 401(k) plans in other states, the closest by assets is Smartthings 401(k) Plan in CA ($25M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Sperry Rail, Inc. Savings & Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants, $605K in assets).