401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$139M
Total assets: 644
Participants: 93rd
Percentile by assets: $215,422
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$139M
total plan assets (2023 EOY): 644
covered participants: 93rd
percentile by assets (of 127,072 plans): $215,422
avg assets per participant

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

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 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 →

State

Ohio

Industry

Finance & Insurance

Core Specialty Insurance Services, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Core Specialty Insurance Services, Inc. 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$99M
Net Assets (End of Year)	$139M
Net Income	$31M
Employer EIN	270173350
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Core Specialty Insurance Services, Inc. plans on file

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

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Core Specialty Insurance Services, Inc. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Core Specialty Insurance Services, Inc. 401(k) Plan by total assets, not by location.

Wake Emergency Physicians, P.a. 401(k) Profit Sharing Plan (NC) $139M · 222
Harmonic Inc. 401(k) Plan (CA) $139M · 388
Woodmenlife 401(k) Plan (NE) $139M · 1,325
Marshall Medical Center 403(b) Retirement Plan (CA) $139M · 1,482

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).

Next read for Core Specialty Insurance Services, Inc. …

Scale reading

Ways to act on Core Specialty Insurance Services, Inc. 401(k) Plan's numbers.

By total assets, Core Specialty Insurance Services, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Core Specialty Insurance Services, Inc.'s sponsor-wide assets have grown 84.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.