401(k) · DOL Form 5500 · 2022

Norbert E. Mitchell Co., Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
163
Participants Small participant base
80th
Percentile by assets National rank
$144,380
Avg per participant Above avg balance/head
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Official DOL plan name: Norbert E. Mitchell Co., Inc. Retirement Plan · Sponsored by Norbert E. Mitchell Co., Inc. · Connecticut · Retail Trade

$24M in assets, 163 participants

Norbert E. Mitchell Co., Inc.'s Norbert E. Mitchell Co., Inc. Retirement Plan reported $24M in total assets and 163 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.

  • #8,396 in Retail Trade (9,519 peers)

Coverage in Connecticut

Norbert E. Mitchell Co., Inc. Retirement Plan covers 163 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $24M.

#8,396
in Retail Trade (9,519 peers)
-15.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Norbert E. Mitchell Co., Inc. Retirement Plan's outsized position by total assets

Norbert E. Mitchell Co., Inc. Retirement Plan vs every filed plan by assets

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

$23,533,962 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

Norbert E. Mitchell Co., Inc. Retirement 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. Norbert E. Mitchell Co., Inc. Retirement Plan sits mid-pack in the medium band (163 participants).

Published 5500 schedule card

Filing strip 061173716 · Norbert E. Mitchell Co., Inc. PY 2022 · 401(k)

Norbert E. Mitchell Co., Inc. Retirement Plan · $24M · 163 · 80th

  • PHOTO $24M
  • PHOTO 163
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Finzer Roller, Inc. Salary Savings Plan
  • PHOTO ind #8396

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 Retail Trade retirement plans → · Plans in Connecticut →

Norbert E. Mitchell Co., Inc. Retirement Plan in the asset neighbourhood

X-Ray Consultants, Inc. Employees' Profit Sharing Plan and TrustX-Ray Consultants, Inc. Empl…$24MNorbert E. Mitchell Co., Inc. Retirement PlanNorbert E. Mitchell Co., Inc…$24MFinzer Roller, Inc. Salary Savings PlanFinzer Roller, Inc. Salary S…$24MEmpire Airlines, Inc. 401 (K) Profit Sharing PlanEmpire Airlines, Inc. 401 (K…$24MSpectrum Automotive Holdings Corp. 401(k) Savings PlanSpectrum Automotive Holdings…$24M
End-of-year total assets ($M) among Norbert E. Mitchell Co., Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN061173716
Plan Effective Date1984-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Norbert E. Mitchell Co., Inc.)

Sponsor-wide plan assets over time

All Norbert E. Mitchell Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 20.725511496959157% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.5M $28.4M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 163 $24M
2023 1 182 $25M
2024 1 196 $28M

Nearby 401(k) Plans in Connecticut

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

Norbert E. Mitchell Co., Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Norbert E. Mitchell Co., Inc. Retirement Plan, Total assets ($B): 0.023533962 · Participants: 163Norbert E. Mitchell Co., Inc. Retirement 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
Norbert E. Mitchell Co., Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Norbert E. Mitchell Co., Inc. Retirement Plan side-by-side with 3 peers →

Norbert E. Mitchell Co., Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Finzer Roller, Inc. Salary Savings Plan in IL ($24M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Norbert E. Mitchell Co., Inc. Retirement Plan assets move in 2022? ▼
Norbert E. Mitchell Co., Inc. Retirement Plan declined sharply - down 15.0% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Norbert E. Mitchell Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norbert E. Mitchell Co., Inc.'s sponsor-wide assets grew 20.7%, from $24M to $28M.
Where does Norbert E. Mitchell Co., Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Norbert E. Mitchell Co., Inc. Retirement 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 Norbert E. Mitchell Co., Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finzer Roller, Inc. Salary Savings Plan in IL ($24M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Norbert E. Mitchell Co., Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 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 061173716.

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.