401(k) · DOL Form 5500 · 2023

Flagship Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$459,364
Avg per participant High balance/head
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Official DOL plan name: Flagship Investment Group, Inc. 401(k) Plan · Sponsored by Flagship Investment Group, Inc. · Pennsylvania · Finance & Insurance

$2M in assets, 5 participants

Flagship Investment Group, Inc.'s Flagship Investment Group, Inc. 401(k) Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,948 in Finance & Insurance (8,869 peers)

Flagship Investment Group, Inc. multi-year trail

Flagship Investment Group, Inc.'s plans moved +41.4% in assets from 2022 to 2024; this filing shows Flagship Investment Group, Inc. 401(k) Plan at $2M / 5 participants.

#1,948
in Finance & Insurance (8,869 peers)
+26.9%
assets growth YoY

Flagship Investment Group, Inc. 401(k) Plan among the smaller filed plans by assets

Flagship Investment Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,296,821 32nd percentile higher than 32% of 127,068 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 2023

Flagship Investment Group, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Flagship Investment Group, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flagship Investment Group, Inc. 401(k) Plan reported net income rose from -$708K in the plan year 2022 filing to $486K in the plan year 2023 filing.
  • Flagship Investment Group, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260115508 · Flagship Investment Group, Inc. PY 2023 · 401(k)

Flagship Investment Group, Inc. 401(k) Plan · $2M · 5 · 32nd

  • BOOK $2M
  • BOOK 5
  • BOOK 32nd
  • BOOK 401(k)
  • BOOK near Tr2 Corporation Employees' Profit Sharing Plan
  • BOOK ind #1948

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 Pennsylvania →

Flagship Investment Group, Inc. 401(k) Plan in the asset neighbourhood

Flagship Investment Group, Inc. 401(k) PlanFlagship Investment Group, I…$2MTr2 Corporation Employees' Profit Sharing PlanTr2 Corporation Employees' P…$2MLouis Jacobsen, Inc. 401(k) PlanLouis Jacobsen, Inc. 401(k) …$2MMohib N. Ghobrial,Md 401 (K) PlanMohib N. Ghobrial,Md 401 (K)…$2MTwin City Ambulance Union 401(k) PlanTwin City Ambulance Union 40…$2M
End-of-year total assets ($M) among Flagship Investment Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Flagship Investment Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Flagship Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.385459791190776% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.81M $2.56M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $3M

Flagship Investment Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$486K
Employer EIN260115508
Plan Effective Date2005-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Flagship Investment Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Flagship Investment Group, Inc. 401(k) Plan, Total assets ($B): 0.002296821 · Participants: 5Flagship Investment Group, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Flagship Investment Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Flagship Investment Group, Inc. 401(k) Plan side-by-side with 3 peers →

Flagship Investment Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Tr2 Corporation Employees' Profit Sharing Plan in NJ ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Flagship Investment Group, Inc. 401(k) Plan assets move in 2023? ▼
Flagship Investment Group, Inc. 401(k) Plan grew sharply - up 26.9% during 2023, from $2M to $2M. Reported net income was $486K.
How have Flagship Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flagship Investment Group, Inc.'s sponsor-wide assets grew 41.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Flagship Investment Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tr2 Corporation Employees' Profit Sharing Plan in NJ ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Flagship Investment Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260115508.

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.