401(k) · DOL Form 5500 · 2023

Surety Title Company, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
205
Participants Below avg headcount
59th
Percentile by assets National rank
$48,782
Avg per participant Low balance/head
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Official DOL plan name: Surety Title Company 401(k) Retirement Plan · Sponsored by Surety Title Company, LLC · New Jersey · Finance & Insurance

$10M in assets, 205 participants

Surety Title Company, LLC's Surety Title Company 401(k) Retirement Plan reported $10M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,843 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Surety Title Company 401(k) Retirement Plan covers 205 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $10M.

#3,843
in Finance & Insurance (8,869 peers)
+12.6%
assets growth YoY

Surety Title Company 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Surety Title Company 401(k) Retirement Plan vs every filed plan by assets

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

$10,000,395 Top 41% higher than 59% 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

Surety Title Company 401(k) 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. Surety Title Company 401(k) Retirement Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surety Title Company 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Surety Title Company 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Surety Title Company 401(k) Retirement Plan reported participants fell from 224 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223154895 · Surety Title Company, LLC PY 2023 · 401(k)

Surety Title Company 401(k) Retirement Plan · $10M · 205 · 59th

  • EOY $10M
  • 5500 205
  • ASSETS 59th
  • PCT 401(k)
  • EIN near Cloudscale 365 Retirement Plan
  • RANK ind #3843

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 New Jersey →

Surety Title Company 401(k) Retirement Plan in the asset neighbourhood

Surety Title Company 401(k) Retirement PlanSurety Title Company 401(k) …$10MCloudscale 365 Retirement PlanCloudscale 365 Retirement Pl…$10MPizza Luce Retirement Savings PlanPizza Luce Retirement Saving…$10MCarhartt, Inc. Union 401(k) PlanCarhartt, Inc. Union 401(k) …$10MAction Gypsum Supply, LP 401(k) PlanAction Gypsum Supply, LP 401…$10M
End-of-year total assets ($M) among Surety Title Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN223154895
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surety Title Company, LLC)

Sponsor-wide plan assets over time

All Surety Title Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.284432295830214% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.88M $11.6M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 224 $9M
2023 1 205 $10M
2024 1 175 $12M

Nearby 401(k) Plans in New Jersey

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

Surety Title Company 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Surety Title Company 401(k) Retirement Plan, Total assets ($B): 0.010000395 · Participants: 205Surety Title Company 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Surety Title Company 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Surety Title Company 401(k) Retirement Plan side-by-side with 3 peers →

Surety Title Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Cloudscale 365 Retirement Plan in TN ($10M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Surety Title Company 401(k) Retirement Plan assets move in 2023? ▼
Surety Title Company 401(k) Retirement Plan grew at a solid clip - up 12.6% during 2023, from $9M to $10M. Reported net income was $1M.
How have Surety Title Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surety Title Company, LLC's sponsor-wide assets grew 30.3%, from $9M to $12M.
Which 401(k) plans are similar in size to Surety Title Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cloudscale 365 Retirement Plan in TN ($10M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Surety Title Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 participants, $1M 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 223154895.

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.