401(k) · DOL Form 5500 · 2023

Slocum & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 90
Participants Small participant base: 60th
Percentile by assets National rank: $116,201
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Slocum and Sons 401(k) Plan · Sponsored by Slocum & Sons, Inc. · Connecticut · Wholesale Trade

$10M in assets, 90 participants

Slocum & Sons, Inc.'s Slocum and Sons 401(k) Plan reported $10M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#3,267 in Wholesale Trade (6,309 peers)

Slocum & Sons, Inc. multi-year trail

Slocum & Sons, Inc.'s plans moved +27.5% in assets from 2022 to 2024; this filing shows Slocum and Sons 401(k) Plan at $10M / 90 participants.

#3,267
in Wholesale Trade (6,309 peers): +10.6%
assets growth YoY

Slocum and Sons 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Slocum and Sons 401(k) Plan vs every filed plan by assets

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

$10,458,100 Top 40% higher than 60% 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

Slocum and Sons 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Slocum and Sons 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Slocum and Sons 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Slocum and Sons 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Slocum and Sons 401(k) Plan reported participants rose from 82 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161506643 · Slocum & Sons, Inc. PY 2023 · 401(k)

Slocum and Sons 401(k) Plan · $10M · 90 · 60th

5500 $10M
5500 90
5500 60th
5500 401(k)
5500 near Enavate Retirement Plan
5500 ind #3267

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 Wholesale Trade retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among Slocum and Sons 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Slocum & Sons, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $12M 27.484303841716617% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	82	$9M
2023	1	90	$10M
2024	1	90	$12M

Slocum & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$10M
Net Income	$1M
Employer EIN	161506643
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Slocum and Sons 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Slocum and Sons 401(k) Plan side-by-side with 3 peers →

Slocum and Sons 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Enavate Retirement Plan in FL ($10M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Enavate Retirement Plan (FL) $10M · 187
Central Washington Asphalt, Inc. Retirement Plan (WA) $10M · 313
American Battery Solutions 401(k) Plan (MI) $10M · 203
B-Stock Solutions, Inc. Retirement Trust (CA) $10M · 189

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

International Marine Products Retirement Plan (CA) 90 · 0 off
Co-Op 401(k) Plan (WA) 90 · 0 off
Prism Hospitality LP 401(k) Plan (TX) 90 · 0 off
East Coast Mechanical Inc (FL) 90 · 0 off

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 Slocum and Sons 401(k) Plan assets move in 2023? ▼

Slocum and Sons 401(k) Plan grew at a solid clip - up 10.6% during 2023, from $9M to $10M. Reported net income was $1M.

How have Slocum & Sons, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Slocum & Sons, Inc.'s sponsor-wide assets grew 27.5%, from $9M to $12M.

Which 401(k) plans are similar in size to Slocum and Sons 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Enavate Retirement Plan in FL ($10M, 187 participants).

Which 401(k) plans cover a similar participant headcount to Slocum and Sons 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 participants, $3M 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 161506643.