401(k) · DOL Form 5500 · 2023

Sym Financial Corporation 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
63
Participants Small participant base
71st
Percentile by assets National rank
$288,678
Avg per participant High balance/head
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Official DOL plan name: Sym Financial Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Sym Financial Corporation · Indiana · Finance & Insurance

$18M in assets, 63 participants

Sym Financial Corporation's Sym Financial Corporation 401(k) Profit Sharing Plan and Trust reported $18M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,053 in Finance & Insurance (8,869 peers)

Sym Financial Corporation multi-year trail

Sym Financial Corporation's plans moved +48.5% in assets from 2022 to 2024; this filing shows Sym Financial Corporation 401(k) Profit Sharing Plan and Trust at $18M / 63 participants.

#5,053
in Finance & Insurance (8,869 peers)
+26.8%
assets growth YoY

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$18,186,735 Top 29% higher than 71% 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

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sym Financial Corporation 401(k) Profit Sharing Plan and Trust is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sym Financial Corporation 401(k) Profit Sharing Plan and Trust reported net income rose from -$945K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sym Financial Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Sym Financial Corporation 401(k) Profit Sharing Plan and Trust reported participants rose from 57 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351550787 · Sym Financial Corporation PY 2023 · 401(k)

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust · $18M · 63 · 71st

  • NET $18M
  • BOOK 63
  • VS-ST 71st
  • BOY 401(k)
  • SCH near Addium 401(k) Plan
  • EBSA ind #5053

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 Indiana →

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Sym Financial Corporation 401(k) Profit Sharing Plan and TrustSym Financial Corporation 40…$18MAddium 401(k) Plan$18MGemini Industries Inc Profit Sharing PlanGemini Industries Inc Profit…$18MOtr Wheel Engineering, Inc. 401(k) PlanOtr Wheel Engineering, Inc. …$18MRaleigh Enterprises Retirement Savings ProgramRaleigh Enterprises Retireme…$18M
End-of-year total assets ($M) among Sym Financial Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sym Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sym Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 48.50111326149219% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.3M $21.3M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 57 $14M
2023 1 63 $18M
2024 1 71 $21M

Sym Financial Corporation filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN351550787
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Sym Financial Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.018186735 · Participants: 63Sym Financial Corporation 401(k) Profit Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sym Financial Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sym Financial Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Sym Financial Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Addium 401(k) Plan in WA ($18M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Sym Financial Corporation 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Sym Financial Corporation 401(k) Profit Sharing Plan and Trust grew sharply - up 26.8% during 2023, from $14M to $18M. Reported net income was $4M.
How have Sym Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sym Financial Corporation's sponsor-wide assets grew 48.5%, from $14M to $21M.
Which 401(k) plans are similar in size to Sym Financial Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Addium 401(k) Plan in WA ($18M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Sym Financial Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants, N/A 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 351550787.

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.