401(k) · DOL Form 5500 · 2022

Correll Insurance Group, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
235
Participants Below avg headcount
76th
Percentile by assets National rank
$77,699
Avg per participant Below avg balance/head
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Official DOL plan name: Correll Insurance Group 401(k) Retirement Plan · Sponsored by Correll Insurance Group, LLC · South Carolina · Finance & Insurance

$18M in assets, 235 participants

Correll Insurance Group, LLC's Correll Insurance Group 401(k) Retirement Plan reported $18M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,735 in Finance & Insurance (9,261 peers)

Where Correll Insurance Group 401(k) Retirement Plan sits by assets

Correll Insurance Group 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 235 participants (~$77,699/participant), down 13.3% in 2022.

#5,735
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Correll Insurance Group 401(k) Retirement Plan's outsized position by total assets

Correll Insurance Group 401(k) Retirement Plan vs every filed plan by assets

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

$18,259,207 Top 24% higher than 76% 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

Correll Insurance Group 401(k) 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. Correll Insurance Group 401(k) Retirement Plan sits mid-pack in the medium band (235 participants).

Form 5500 schedule snapshot

Filing strip 570405583 · Correll Insurance Group, LLC PY 2022 · 401(k)

Correll Insurance Group 401(k) Retirement Plan · $18M · 235 · 76th

  • BOY $18M
  • BOY 235
  • BOY 76th
  • BOY 401(k)
  • BOY near Employees' Profit Sharing Plan and Trust of Ritsema Law LLC
  • BOY ind #5735

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 South Carolina →

Correll Insurance Group 401(k) Retirement Plan in the asset neighbourhood

Correll Insurance Group 401(k) Retirement PlanCorrell Insurance Group 401(…$18MEmployees' Profit Sharing Plan and Trust of Ritsema Law LLCEmployees' Profit Sharing Pl…$18MRetif Oil & Fuel L.L.C. 401(k) Profit Sharing PlanRetif Oil & Fuel L.L.C. 401(…$18MPrairie Band Potawatomi Entertainment Corporation 401(k) PlanPrairie Band Potawatomi Ente…$18MDarrsave 401(k) Plan$18M
End-of-year total assets ($M) among Correll Insurance Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN570405583
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Correll Insurance Group, LLC)

Sponsor-wide plan assets over time

All Correll Insurance Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M 20222023 $18.3M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 235 $18M
2023 1 233 N/A

Nearby 401(k) Plans in South Carolina

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

Correll Insurance Group 401(k) Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Correll Insurance Group 401(k) Retirement Plan, Total assets ($B): 0.018259207 · Participants: 235Correll Insurance Group 401(k) Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Correll Insurance Group 401(k) Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Correll Insurance Group 401(k) Retirement Plan side-by-side with 3 peers →

Correll Insurance Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Employees' Profit Sharing Plan and Trust of Ritsema Law LLC in CO ($18M); by covered participants it is Pinterest 401(k) Plan in CA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Correll Insurance Group 401(k) Retirement Plan assets move in 2022? ▼
Correll Insurance Group 401(k) Retirement Plan pulled back noticeably - down 13.3% during 2022, from $21M to $18M. Reported net income was -$3M.
Where does Correll Insurance Group 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Correll Insurance Group 401(k) Retirement Plan ranks in the 76th 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 Correll Insurance Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employees' Profit Sharing Plan and Trust of Ritsema Law LLC in CO ($18M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Correll Insurance Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinterest 401(k) Plan in CA (235 participants, $5M 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 570405583.

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.