401(k) · DOL Form 5500 · 2022

Correll Insurance Group, LLC 401(k) Plan

Data updated 2026-08-11

$18M
Total assets
235
Participants
76th
Percentile by assets
$77,699
Avg per participant
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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.

  • 76th percentile by assets (of 139,126 plans)
  • #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.

$18M
total plan assets (2022 EOY)
235
covered participants
76th
percentile by assets (of 139,126 plans)
$77,699
avg assets per participant

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.

Where Correll Insurance Group 401(k) Retirement Plan sits 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 $2,010,000,000 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

State
South Carolina
Industry
Finance & Insurance

Correll Insurance Group 401(k) Retirement Plan vs the 2022 asset distribution

By assets, Correll Insurance Group 401(k) Retirement Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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)

$-10M$0M$10M$20M$30M 20222023 $18.3M $0M ▼ -100.0%
Total plan assets by year, all Correll Insurance Group, LLC plans on file
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 ($B) Participants Correll Insurance Gr…, Total assets ($B): 0.018259207 · Participants: 235Correll Insurance Gr…Michelin 401(k) Savi…, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savi…The Savannah River N…, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River N…Sonoco Retirement & …, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & …The Milliken Retirem…, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirem…Blue Cross Blue Shie…, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shie…
Correll Insurance Group 401(k) Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Correll Insurance Group 401(k) Retiremen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Correll Insurance Group 401(k) Retirement Plan by total assets, not by location.

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).

Next read for Correll Insurance Group 401(k) Retiremen…

Scale reading

Ways to act on Correll Insurance Group 401(k) Retirement Plan's numbers.

  • By total assets, Correll Insurance Group 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in South Carolina. Compare plans

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.