401(k) · DOL Form 5500 · 2023

Norbert E. Mitchell Co., Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
182
Participants Below avg headcount
77th
Percentile by assets National rank
$139,564
Avg per participant Near avg balance/head
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Official DOL plan name: Norbert E. Mitchell Co., Inc. Retirement Plan · Sponsored by Norbert E. Mitchell Co., Inc. · Connecticut · Retail Trade

$25M in assets, 182 participants

Norbert E. Mitchell Co., Inc.'s Norbert E. Mitchell Co., Inc. Retirement Plan reported $25M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,211 in Retail Trade (8,414 peers)

Coverage in Connecticut

Norbert E. Mitchell Co., Inc. Retirement Plan covers 182 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $25M.

#7,211
in Retail Trade (8,414 peers)
+7.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Norbert E. Mitchell Co., Inc. Retirement Plan's outsized position by total assets

Norbert E. Mitchell Co., Inc. Retirement Plan vs every filed plan by assets

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

$25,400,603 Top 23% higher than 77% 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

Norbert E. Mitchell Co., Inc. Retirement 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. Norbert E. Mitchell Co., Inc. Retirement Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norbert E. Mitchell Co., Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Norbert E. Mitchell Co., Inc. Retirement Plan reported participants rose from 163 in the plan year 2022 filing to 182 in the plan year 2023 filing.
  • Norbert E. Mitchell Co., Inc. Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061173716 · Norbert E. Mitchell Co., Inc. PY 2023 · 401(k)

Norbert E. Mitchell Co., Inc. Retirement Plan · $25M · 182 · 77th

  • PART $25M
  • PART 182
  • PART 77th
  • PART 401(k)
  • PART near Symphony Multiple Employer Plan
  • PART ind #7211

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 Retail Trade retirement plans → · Plans in Connecticut →

Norbert E. Mitchell Co., Inc. Retirement Plan in the asset neighbourhood

Norbert E. Mitchell Co., Inc. Retirement PlanNorbert E. Mitchell Co., Inc…$25MSymphony Multiple Employer PlanSymphony Multiple Employer P…$25MThe Hta Employees 401(k) Profit Sharing PlanThe Hta Employees 401(k) Pro…$25MWorldwide Members' Multiple Employer PlanWorldwide Members' Multiple …$25MTony Downs Foods Company 401(k) Profit Sharing Plan and TrustTony Downs Foods Company 401…$25M
End-of-year total assets ($M) among Norbert E. Mitchell Co., Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN061173716
Plan Effective Date1984-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Norbert E. Mitchell Co., Inc.)

Sponsor-wide plan assets over time

All Norbert E. Mitchell Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 20.725511496959157% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.5M $28.4M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 163 $24M
2023 1 182 $25M
2024 1 196 $28M

Nearby 401(k) Plans in Connecticut

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

Norbert E. Mitchell Co., Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Norbert E. Mitchell Co., Inc. Retirement Plan, Total assets ($B): 0.025400603 · Participants: 182Norbert E. Mitchell Co., Inc. Retirement 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
Norbert E. Mitchell Co., Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Norbert E. Mitchell Co., Inc. Retirement Plan side-by-side with 3 peers →

Norbert E. Mitchell Co., Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Symphony Multiple Employer Plan in IL ($25M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Norbert E. Mitchell Co., Inc. Retirement Plan assets move in 2023? ▼
Norbert E. Mitchell Co., Inc. Retirement Plan grew at a solid clip - up 7.9% during 2023, from $24M to $25M. Reported net income was $2M.
How have Norbert E. Mitchell Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norbert E. Mitchell Co., Inc.'s sponsor-wide assets grew 20.7%, from $24M to $28M.
Where does Norbert E. Mitchell Co., Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Norbert E. Mitchell Co., Inc. Retirement Plan ranks in the 77th 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 Norbert E. Mitchell Co., Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Symphony Multiple Employer Plan in IL ($25M, 1,807 participants).
Which 401(k) plans cover a similar participant headcount to Norbert E. Mitchell Co., Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 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 061173716.

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.