401(k) · DOL Form 5500 · 2023

Core Specialty Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
644
Participants Below avg headcount
93rd
Percentile by assets National rank
$215,422
Avg per participant Above avg balance/head
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Official DOL plan name: Core Specialty Insurance Services, Inc. 401(k) Plan · Sponsored by Core Specialty Insurance Services, Inc. · Ohio · Finance & Insurance

$139M in assets, 644 participants

Core Specialty Insurance Services, Inc.'s Core Specialty Insurance Services, Inc. 401(k) Plan reported $139M in total assets and 644 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,916 in Finance & Insurance (8,869 peers)

Where Core Specialty Insurance Services, Inc. 401(k) Plan sits by assets

Core Specialty Insurance Services, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $139M for 644 participants (~$215,422/participant), up 39.9% in 2023.

#7,916
in Finance & Insurance (8,869 peers)
+39.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Core Specialty Insurance Services, Inc. 401(k) Plan's outsized position by total assets

Core Specialty Insurance Services, Inc. 401(k) Plan vs every filed plan by assets

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

$138,731,454 Top 7% higher than 93% 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

Core Specialty Insurance Services, Inc. 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. Core Specialty Insurance Services, Inc. 401(k) Plan sits mid-pack in the medium band (644 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Core Specialty Insurance Services, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Core Specialty Insurance Services, Inc. 401(k) Plan reported participants rose from N/A in the plan year 2022 filing to 644 in the plan year 2023 filing.
  • Core Specialty Insurance Services, Inc. 401(k) Plan end-of-year assets rose from $99M in the plan year 2022 filing to $139M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270173350 · Core Specialty Insurance Services, Inc. PY 2023 · 401(k)

Core Specialty Insurance Services, Inc. 401(k) Plan · $139M · 644 · 93rd

  • BOY $139M
  • BOY 644
  • BOY 93rd
  • BOY 401(k)
  • BOY near Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan
  • BOY ind #7916

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 Ohio →

Core Specialty Insurance Services, Inc. 401(k) Plan in the asset neighbourhood

Marshall Medical Center 403(b) Retirement PlanMarshall Medical Center 403(…$139MWoodmenlife 401(k) Plan$139MCore Specialty Insurance Services, Inc. 401(k) PlanCore Specialty Insurance Ser…$139MWake Emergency Physicians, P.a. 401(k) Profit Sharing PlanWake Emergency Physicians, P…$139MHarmonic Inc. 401(k) Plan$139M
End-of-year total assets ($M) among Core Specialty Insurance Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$139M
Net Income$31M
Employer EIN270173350
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Core Specialty Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Core Specialty Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$182M 84.06094009619399% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $99.2M $182M ▲ +84.1%
Year Plans Participants Total Assets
2022 1 N/A $99M
2023 1 644 $139M
2024 1 859 $182M

Nearby 401(k) Plans in Ohio

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

Core Specialty Insurance Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Core Specialty Insurance Services, Inc. 401(k) Plan, Total assets ($B): 0.138731454 · Participants: 644Core Specialty Insurance Services, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Core Specialty Insurance Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Core Specialty Insurance Services, Inc. 401(k) Plan side-by-side with 3 peers →

Core Specialty Insurance Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan in NC ($139M); by covered participants it is Patriot Group Global Retirement Plan in NH (644 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($139M here).

Similar participant headcount

Nearest other-state filings by covered participants (644 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 Core Specialty Insurance Services, Inc. 401(k) Plan assets move in 2023? ▼
Core Specialty Insurance Services, Inc. 401(k) Plan surged - up 39.9% during 2023, from $99M to $139M. Reported net income was $31M.
How have Core Specialty Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Core Specialty Insurance Services, Inc.'s sponsor-wide assets grew 84.1%, from $99M to $182M.
Where does Core Specialty Insurance Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Core Specialty Insurance Services, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Core Specialty Insurance Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan in NC ($139M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Core Specialty Insurance Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patriot Group Global Retirement Plan in NH (644 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 270173350.

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.