401(k) · DOL Form 5500 · 2022
Core Specialty Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 93rd
- Percentile by assets National rank
Official DOL plan name: Core Specialty Insurance Services, Inc. 401(k) Plan · Sponsored by Core Specialty Insurance Services, Inc. · Ohio · Finance & Insurance
$99M in assets, N/A participants
Core Specialty Insurance Services, Inc.'s Core Specialty Insurance Services, Inc. 401(k) Plan reported $99M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,172 in Finance & Insurance (9,261 peers)
Where Core Specialty Insurance Services, Inc. 401(k) Plan sits by assets
Core Specialty Insurance Services, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $99M for N/A participants.
- #8,172
- in Finance & Insurance (9,261 peers)
- -$2M
- reported net income
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Core Specialty Insurance Services, Inc. 401(k) Plan's outsized position by total assets
Core Specialty Insurance Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$99,146,939 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 270173350 · Core Specialty Insurance Services, Inc. PY 2022 · 401(k)
Core Specialty Insurance Services, Inc. 401(k) Plan · $99M · N/A · 93rd
- 5500 $99M
- ASSETS N/A
- PCT 93rd
- EIN 401(k)
- RANK near Berkshire Hathaway Specialty Insurance Company Retirement Pla
- PHOTO ind #8172
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 Ohio →
Core Specialty Insurance Services, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | -$2M |
| Employer EIN | 270173350 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Core Specialty Insurance Services, Inc.)
Sponsor-wide plan assets over time
All Core Specialty Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $182M 84.06094009619399% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $99M |
| 2023 | 1 | 644 | $139M |
| 2024 | 1 | 859 | $182M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Core Specialty Insurance Services, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Ohio, the nearest 401(k) by end-of-year assets is Berkshire Hathaway Specialty Insurance Company Retirement Pla in MA at $99M (this filing: $99M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.