401(k) · DOL Form 5500 · 2023
Philo Smith Capital Corporation 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Philo Smith Capital Corporation 401(k) Profit Sharing Plan · Sponsored by Philo Smith Capital Corporation · Connecticut · Finance & Insurance
$7M in assets, 7 participants
Philo Smith Capital Corporation's Philo Smith Capital Corporation 401(k) Profit Sharing Plan reported $7M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #3,258 in Finance & Insurance (8,869 peers)
Philo Smith Capital Corporation multi-year trail
Philo Smith Capital Corporation's plans moved +48.4% in assets from 2022 to 2024; this filing shows Philo Smith Capital Corporation 401(k) Profit Sharing Plan at $7M / 7 participants.
- #3,258
- in Finance & Insurance (8,869 peers)
- +23.4%
- assets growth YoY
Philo Smith Capital Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Philo Smith Capital Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,044,752 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Philo Smith Capital Corporation 401(k) Profit Sharing 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. Philo Smith Capital Corporation 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Philo Smith Capital Corporation 401(k) Profit Sharing Plan reported net income rose from -$819K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Philo Smith Capital Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 061224912 · Philo Smith Capital Corporation PY 2023 · 401(k)
Philo Smith Capital Corporation 401(k) Profit Sharing Plan · $7M · 7 · 51st
- 5500 $7M
- 5500 7
- 5500 51st
- 5500 401(k)
- 5500 near Wellthy, Inc. 401(k) Retirement Plan and Trust
- 5500 ind #3258
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 Connecticut →
Philo Smith Capital Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Philo Smith Capital Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Philo Smith Capital Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 48.41588492084769% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $6M |
| 2023 | 1 | 7 | $7M |
| 2024 | 1 | 9 | $8M |
Philo Smith Capital Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 061224912 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Philo Smith Capital Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Wellthy, Inc. 401(k) Retirement Plan and Trust in NY ($7M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.