401(k) · DOL Form 5500 · 2022

Pareto Captive Services, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
125
Participants Small participant base
60th
Percentile by assets National rank
$62,749
Avg per participant Low balance/head
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Official DOL plan name: The Pareto 401(k) Plan · Sponsored by Pareto Captive Services, LLC · Pennsylvania · Finance & Insurance

$8M in assets, 125 participants

Pareto Captive Services, LLC's The Pareto 401(k) Plan reported $8M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,999 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

The Pareto 401(k) Plan covers 125 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#3,999
in Finance & Insurance (9,261 peers)
+14.7%
assets growth YoY

The Pareto 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Pareto 401(k) Plan vs every filed plan by assets

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

$7,843,682 Top 40% higher than 60% 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

The Pareto 401(k) 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. The Pareto 401(k) Plan sits mid-pack in the medium band (125 participants).

EBSA filing schedule strip

Filing strip 275552975 · Pareto Captive Services, LLC PY 2022 · 401(k)

The Pareto 401(k) Plan · $8M · 125 · 60th

  • NET $8M
  • NET 125
  • NET 60th
  • NET 401(k)
  • NET near Michael D. Edwards, D.M.D., P.C. Profit Sharing Plan
  • NET ind #3999

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 Pennsylvania →

The Pareto 401(k) Plan in the asset neighbourhood

The Pareto 401(k) Plan$8MMichael D. Edwards, D.M.D., P.C. Profit Sharing PlanMichael D. Edwards, D.M.D., …$8MOnlogic Retirement Plan$8MPresnell Gage Employees Retirement PlanPresnell Gage Employees Reti…$8MLanca Sales Inc 401(k) Profit Sharing Plan & TrustLanca Sales Inc 401(k) Profi…$8M
End-of-year total assets ($M) among The Pareto 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN275552975
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pareto Captive Services, LLC)

Sponsor-wide plan assets over time

All Pareto Captive Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 136.02012422227213% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.84M $18.5M ▲ +136.1%
Year Plans Participants Total Assets
2022 1 125 $8M
2023 1 148 $12M
2024 1 205 $19M

Nearby 401(k) Plans in Pennsylvania

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

The Pareto 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Pareto 401(k) Plan, Total assets ($B): 0.007843682 · Participants: 125The Pareto 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
The Pareto 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Pareto 401(k) Plan side-by-side with 3 peers →

The Pareto 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Michael D. Edwards, D.M.D., P.C. Profit Sharing Plan in AL ($8M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 The Pareto 401(k) Plan assets move in 2022? ▼
The Pareto 401(k) Plan grew at a solid clip - up 14.7% during 2022, from $7M to $8M. Reported net income was $1M.
How have Pareto Captive Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pareto Captive Services, LLC's sponsor-wide assets grew 136.0%, from $8M to $19M.
Which 401(k) plans are similar in size to The Pareto 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michael D. Edwards, D.M.D., P.C. Profit Sharing Plan in AL ($8M, 7 participants).
Which 401(k) plans cover a similar participant headcount to The Pareto 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 275552975.

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.