401(k) · DOL Form 5500 · 2022
Somerset Capital Group, Ltd 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $126,941
- Avg per participant Near avg balance/head
Official DOL plan name: Somerset Capital Group, Ltd 401(k) Plan · Sponsored by Somerset Capital Group, Ltd · Connecticut · Real Estate
$16M in assets, 128 participants
Somerset Capital Group, Ltd's Somerset Capital Group, Ltd 401(k) Plan reported $16M in total assets and 128 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.
- #4,399 in Real Estate (5,057 peers)
Coverage in Connecticut
Somerset Capital Group, Ltd 401(k) Plan covers 128 participants in Connecticut, about 18% of the average Connecticut filer (state average ~718 per filing). Assets: $16M.
- #4,399
- in Real Estate (5,057 peers)
- -10.0%
- 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.
Somerset Capital Group, Ltd 401(k) Plan's outsized position by total assets
Somerset Capital Group, Ltd 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,248,508 Top 26% higher than 74% 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
Somerset Capital Group, Ltd 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. Somerset Capital Group, Ltd 401(k) Plan sits mid-pack in the medium band (128 participants).
Plan-year Form 5500 strip
Filing strip 061458929 · Somerset Capital Group, Ltd PY 2022 · 401(k)
Somerset Capital Group, Ltd 401(k) Plan · $16M · 128 · 74th
- PCT $16M
- EIN 128
- RANK 74th
- PHOTO 401(k)
- IND near Paya, Inc. 401(k) Plan
- EOY ind #4399
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 Real Estate retirement plans → · Plans in Connecticut →
Somerset Capital Group, Ltd 401(k) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 061458929 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Somerset Capital Group, Ltd)
Sponsor-wide plan assets over time
All Somerset Capital Group, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 46.51355065954363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $16M |
| 2023 | 1 | 121 | $20M |
| 2024 | 1 | 130 | $24M |
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
Somerset Capital Group, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Paya, Inc. 401(k) Plan in GA ($16M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 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.