401(k) · DOL Form 5500 · 2023

Somerset Capital Group, Ltd 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
121
Participants Small participant base
73rd
Percentile by assets National rank
$164,558
Avg per participant Above avg balance/head
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Official DOL plan name: Somerset Capital Group, Ltd 401(k) Plan · Sponsored by Somerset Capital Group, Ltd · Connecticut · Real Estate

$20M in assets, 121 participants

Somerset Capital Group, Ltd's Somerset Capital Group, Ltd 401(k) Plan reported $20M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,108 in Real Estate (4,727 peers)

Coverage in Connecticut

Somerset Capital Group, Ltd 401(k) Plan covers 121 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $20M.

#4,108
in Real Estate (4,727 peers)
+22.5%
assets growth YoY

Somerset Capital Group, Ltd 401(k) Plan's outsized position by total assets

Somerset Capital Group, Ltd 401(k) Plan vs every filed plan by assets

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

$19,911,527 Top 27% higher than 73% 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

Somerset Capital Group, Ltd 401(k) 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. Somerset Capital Group, Ltd 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Somerset Capital Group, Ltd 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Somerset Capital Group, Ltd 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Somerset Capital Group, Ltd 401(k) Plan reported participants fell from 128 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061458929 · Somerset Capital Group, Ltd PY 2023 · 401(k)

Somerset Capital Group, Ltd 401(k) Plan · $20M · 121 · 73rd

  • PART $20M
  • TYPE 121
  • NET 73rd
  • BOOK 401(k)
  • VS-ST near Portman 401(k) Plan
  • BOY ind #4108

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 Real Estate retirement plans → · Plans in Connecticut →

Somerset Capital Group, Ltd 401(k) Plan in the asset neighbourhood

Somerset Capital Group, Ltd 401(k) PlanSomerset Capital Group, Ltd …$20MPortman 401(k) Plan$20MPlan De Participacion De Ganancias Para LosPlan De Participacion De Gan…$20MUpright Holdings Retirement Savings PlanUpright Holdings Retirement …$20MN.R.F. Distributors Retirement Savings PlanN.R.F. Distributors Retireme…$20M
End-of-year total assets ($M) among Somerset Capital Group, Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN061458929
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Somerset Capital Group, Ltd)

Sponsor-wide plan assets over time

All Somerset Capital Group, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$24M 46.51355065954363% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.3M $23.8M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 128 $16M
2023 1 121 $20M
2024 1 130 $24M

Nearby 401(k) Plans in Connecticut

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

Somerset Capital Group, Ltd 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Somerset Capital Group, Ltd 401(k) Plan, Total assets ($B): 0.019911527 · Participants: 121Somerset Capital Group, Ltd 401(k) 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
Somerset Capital Group, Ltd 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Somerset Capital Group, Ltd 401(k) Plan side-by-side with 3 peers →

Somerset Capital Group, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Portman 401(k) Plan in GA ($20M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Somerset Capital Group, Ltd 401(k) Plan assets move in 2023? ▼
Somerset Capital Group, Ltd 401(k) Plan grew sharply - up 22.5% during 2023, from $16M to $20M. Reported net income was $4M.
How have Somerset Capital Group, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Somerset Capital Group, Ltd's sponsor-wide assets grew 46.5%, from $16M to $24M.
Which 401(k) plans are similar in size to Somerset Capital Group, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Portman 401(k) Plan in GA ($20M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Somerset Capital Group, Ltd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 061458929.

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.