401(k) · DOL Form 5500 · 2022

Speo, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
114
Participants Small participant base
74th
Percentile by assets National rank
$141,583
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Symmetry Partners, LLC 401(k) Plan · Sponsored by Speo, LLC · Connecticut · Finance & Insurance

$16M in assets, 114 participants

Speo, LLC's Symmetry Partners, LLC 401(k) Plan reported $16M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,479 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

Symmetry Partners, LLC 401(k) Plan covers 114 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $16M.

#5,479
in Finance & Insurance (9,261 peers)
-31.6%
assets change YoY

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.

Symmetry Partners, LLC 401(k) Plan's outsized position by total assets

Symmetry Partners, LLC 401(k) Plan vs every filed plan by assets

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

$16,140,485 Top 26% higher than 74% 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

Symmetry Partners, LLC 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. Symmetry Partners, LLC 401(k) Plan sits mid-pack in the medium band (114 participants).

Form 5500 schedule snapshot

Filing strip 832627625 · Speo, LLC PY 2022 · 401(k)

Symmetry Partners, LLC 401(k) Plan · $16M · 114 · 74th

  • IND $16M
  • EOY 114
  • 5500 74th
  • ASSETS 401(k)
  • PCT near Threat Connect, Inc. 401(k)
  • EIN ind #5479

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 Connecticut →

Symmetry Partners, LLC 401(k) Plan in the asset neighbourhood

Symmetry Partners, LLC 401(k) PlanSymmetry Partners, LLC 401(k…$16MThreat Connect, Inc. 401(k)$16MThe Renfrew Centers, Inc. 401(k) PlanThe Renfrew Centers, Inc. 40…$16MBlonder Tongue Lab. Inc 401(k) Savings & Investment Ret. PlanBlonder Tongue Lab. Inc 401(…$16MLawrencian Omniscient Occupational TrustLawrencian Omniscient Occupa…$16M
End-of-year total assets ($M) among Symmetry Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN832627625
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Symmetry Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Symmetry Partners, LLC 401(k) Plan, Total assets ($B): 0.016140485 · Participants: 114Symmetry Partners, LLC 401(k) 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
Symmetry Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Symmetry Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Threat Connect, Inc. 401(k) in VA ($16M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Symmetry Partners, LLC 401(k) Plan assets move in 2022?
Symmetry Partners, LLC 401(k) Plan contracted severely - down 31.6% during 2022, from $24M to $16M. Reported net income was -$4M.
Which 401(k) plans are similar in size to Symmetry Partners, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Threat Connect, Inc. 401(k) in VA ($16M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Symmetry Partners, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K in assets).