401(k) · DOL Form 5500 · 2022
Slocum & Sons, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $115,336
- Avg per participant Below avg balance/head
Official DOL plan name: Slocum and Sons 401(k) Plan · Sponsored by Slocum & Sons, Inc. · Connecticut · Wholesale Trade
$9M in assets, 82 participants
Slocum & Sons, Inc.'s Slocum and Sons 401(k) Plan reported $9M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #3,809 in Wholesale Trade (6,843 peers)
Slocum & Sons, Inc. multi-year trail
Slocum & Sons, Inc.'s plans moved +27.5% in assets from 2022 to 2024; this filing shows Slocum and Sons 401(k) Plan at $9M / 82 participants.
- #3,809
- in Wholesale Trade (6,843 peers)
- -18.1%
- assets change YoY
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.
Slocum and Sons 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Slocum and Sons 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,457,569 Top 36% higher than 64% 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
Slocum and Sons 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Slocum and Sons 401(k) Plan is a small filing (82 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 161506643 · Slocum & Sons, Inc. PY 2022 · 401(k)
Slocum and Sons 401(k) Plan · $9M · 82 · 64th
- PHOTO $9M
- IND 82
- EOY 64th
- 5500 401(k)
- ASSETS near Lewis & Clark Behavioral Health Services, Inc. Safe Harbor 401(k) Plan
- PCT ind #3809
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 Wholesale Trade retirement plans → · Plans in Connecticut →
Slocum and Sons 401(k) Plan in the asset neighbourhood
Slocum & Sons, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Slocum & Sons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 27.484303841716617% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 82 | $9M |
| 2023 | 1 | 90 | $10M |
| 2024 | 1 | 90 | $12M |
Slocum & Sons, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 161506643 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Slocum and Sons 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Lewis & Clark Behavioral Health Services, Inc. Safe Harbor 401(k) Plan in SD ($9M); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (82 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.