401(k) · DOL Form 5500 · 2023

Sperry Rail, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
338
Participants Below avg headcount
79th
Percentile by assets National rank
$90,576
Avg per participant Below avg balance/head
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Official DOL plan name: Sperry Rail, Inc. Savings & Investment Plan · Sponsored by Sperry Rail, Inc. · Connecticut · Manufacturing

$31M in assets, 338 participants

Sperry Rail, Inc.'s Sperry Rail, Inc. Savings & Investment Plan reported $31M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,384 in Manufacturing (18,722 peers)

Coverage in Connecticut

Sperry Rail, Inc. Savings & Investment Plan covers 338 participants in Connecticut, about 47% of the average Connecticut filer (state average ~718 per filing). Assets: $31M.

#13,384
in Manufacturing (18,722 peers)
+23.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sperry Rail, Inc. Savings & Investment Plan's outsized position by total assets

Sperry Rail, Inc. Savings & Investment Plan vs every filed plan by assets

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

$30,614,550 Top 21% higher than 79% 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

Sperry Rail, Inc. Savings & Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sperry Rail, Inc. Savings & Investment Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sperry Rail, Inc. Savings & Investment Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sperry Rail, Inc. Savings & Investment Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Sperry Rail, Inc. Savings & Investment Plan reported participants rose from 319 in the plan year 2022 filing to 338 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060917470 · Sperry Rail, Inc. PY 2023 · 401(k)

Sperry Rail, Inc. Savings & Investment Plan · $31M · 338 · 79th

  • BOY $31M
  • SCH 338
  • EBSA 79th
  • PART 401(k)
  • TYPE near Oz Architecture Profit Sharing Plan
  • NET ind #13384

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 Manufacturing retirement plans → · Plans in Connecticut →

Sperry Rail, Inc. Savings & Investment Plan in the asset neighbourhood

Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing PlanAlabama Orthopaedic Clinic, …$31MSperry Rail, Inc. Savings & Investment PlanSperry Rail, Inc. Savings & …$31MOz Architecture Profit Sharing PlanOz Architecture Profit Shari…$31MOpus Solutions, LLC 401(k) Retirement PlanOpus Solutions, LLC 401(k) R…$31MVortex Employees 401(k) Plan$31M
End-of-year total assets ($M) among Sperry Rail, Inc. Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN060917470
Plan Effective Date1994-03-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Sperry Rail, Inc.)

Sponsor-wide plan assets over time

All Sperry Rail, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 52.48716994123879% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.7M $37.7M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 319 $25M
2023 1 338 $31M
2024 1 362 $38M

Nearby 401(k) Plans in Connecticut

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

Sperry Rail, Inc. Savings & Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sperry Rail, Inc. Savings & Investment Plan, Total assets ($B): 0.03061455 · Participants: 338Sperry Rail, Inc. Savings & Investment PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Sperry Rail, Inc. Savings & Investment Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Sperry Rail, Inc. Savings & Investment Plan side-by-side with 3 peers →

Sperry Rail, Inc. Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Oz Architecture Profit Sharing Plan in CO ($31M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Sperry Rail, Inc. Savings & Investment Plan assets move in 2023? ▼
Sperry Rail, Inc. Savings & Investment Plan grew sharply - up 23.9% during 2023, from $25M to $31M. Reported net income was $6M.
How have Sperry Rail, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sperry Rail, Inc.'s sponsor-wide assets grew 52.5%, from $25M to $38M.
Where does Sperry Rail, Inc. Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Sperry Rail, Inc. Savings & Investment Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sperry Rail, Inc. Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oz Architecture Profit Sharing Plan in CO ($31M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Sperry Rail, Inc. Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tempel Steel Co Savings & Investment Plan in IL (338 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 060917470.

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.