401(k) · DOL Form 5500 · 2023

Ed Mitchell, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
352
Participants Below avg headcount
88th
Percentile by assets National rank
$193,466
Avg per participant Above avg balance/head
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Official DOL plan name: Mitchells Employee Savings & Retirement Plan · Sponsored by Ed Mitchell, Inc. · Connecticut · Retail Trade

$68M in assets, 352 participants

Ed Mitchell, Inc.'s Mitchells Employee Savings & Retirement Plan reported $68M in total assets and 352 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,877 in Retail Trade (8,414 peers)

Coverage in Connecticut

Mitchells Employee Savings & Retirement Plan covers 352 participants in Connecticut, about 49% of the average Connecticut filer (state average ~718 per filing). Assets: $68M.

#7,877
in Retail Trade (8,414 peers)
+15.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Mitchells Employee Savings & Retirement Plan's outsized position by total assets

Mitchells Employee Savings & Retirement Plan vs every filed plan by assets

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

$68,099,966 Top 12% higher than 88% 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

Mitchells Employee Savings & 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. Mitchells Employee Savings & Retirement Plan sits mid-pack in the medium band (352 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mitchells Employee Savings & Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mitchells Employee Savings & Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Mitchells Employee Savings & Retirement Plan reported participants rose from 319 in the plan year 2022 filing to 352 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060734060 · Ed Mitchell, Inc. PY 2023 · 401(k)

Mitchells Employee Savings & Retirement Plan · $68M · 352 · 88th

  • NET $68M
  • NET 352
  • NET 88th
  • NET 401(k)
  • NET near Wichita Surgical Specialists, P.a. 401(k) Plan
  • NET ind #7877

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 →

Mitchells Employee Savings & Retirement Plan in the asset neighbourhood

Hershey Entertainment & Resorts Company Savings Plan for Hourly EmployeesHershey Entertainment & Reso…$68MMitchells Employee Savings & Retirement PlanMitchells Employee Savings &…$68MWichita Surgical Specialists, P.a. 401(k) PlanWichita Surgical Specialists…$68MGoldbelt 401(k) Plan$68MHealth Carousel LLC 401(k) Profit Sharing PlanHealth Carousel LLC 401(k) P…$68M
End-of-year total assets ($M) among Mitchells Employee Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$68M
Net Income$9M
Employer EIN060734060
Plan Effective Date1987-03-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Ed Mitchell, Inc.)

Sponsor-wide plan assets over time

All Ed Mitchell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 31.019767855523916% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $58.8M $77M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 319 $59M
2023 1 352 $68M
2024 1 389 $77M

Nearby 401(k) Plans in Connecticut

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

Mitchells Employee Savings & Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mitchells Employee Savings & Retirement Plan, Total assets ($B): 0.068099966 · Participants: 352Mitchells Employee Savings & 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
Mitchells Employee Savings & Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Mitchells Employee Savings & Retirement Plan side-by-side with 3 peers →

Mitchells Employee Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Wichita Surgical Specialists, P.a. 401(k) Plan in KS ($68M); by covered participants it is Xeris Pharmaceuticals, Inc. 401(k) Plan in IL (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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 Mitchells Employee Savings & Retirement Plan assets move in 2023? ▼
Mitchells Employee Savings & Retirement Plan grew sharply - up 15.9% during 2023, from $59M to $68M. Reported net income was $9M.
How have Ed Mitchell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ed Mitchell, Inc.'s sponsor-wide assets grew 31.0%, from $59M to $77M.
Where does Mitchells Employee Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Mitchells Employee Savings & Retirement Plan ranks in the 88th 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 Mitchells Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wichita Surgical Specialists, P.a. 401(k) Plan in KS ($68M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Mitchells Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Xeris Pharmaceuticals, Inc. 401(k) Plan in IL (352 participants, $25M 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 060734060.

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.