401(k) · DOL Form 5500 · 2024
Scottish Re (U.S.), Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $660,022
- Avg per participant High balance/head
Official DOL plan name: Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan · Sponsored by Scottish Re (U.S.), Inc. · Pennsylvania · Finance & Insurance
$13M in assets, 20 participants
Scottish Re (U.S.), Inc.'s Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan reported $13M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,901 in Finance & Insurance (8,549 peers)
Scottish Re (U.S.), Inc. multi-year trail
Scottish Re (U.S.), Inc.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan at $13M / 20 participants.
- #3,901
- in Finance & Insurance (8,549 peers)
- +10.2%
- assets growth YoY
Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,200,446 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan reported participants fell from 22 in the plan year 2023 filing to 20 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232038295 · Scottish Re (U.S.), Inc. PY 2024 · 401(k)
Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan · $13M · 20 · 62nd
- IND $13M
- EOY 20
- 5500 62nd
- ASSETS 401(k)
- PCT near Nesco Resource LLC 401(k) Plan
- EIN ind #3901
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 Pennsylvania →
Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood
Scottish Re (U.S.), Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Scottish Re (U.S.), Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 36.04094446738627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $10M |
| 2023 | 1 | 22 | $12M |
| 2024 | 1 | 20 | $13M |
Scottish Re (U.S.), Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 232038295 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Nesco Resource LLC 401(k) Plan in FL ($13M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Nesco Resource LLC 401(k) Plan (FL) $13M · 2,783
- Calvetti Ferguson 401(k) Profit Sharing Plan (TX) $13M · 147
- Mg24 Investments, LLC 401(k) Plan (CA) $13M · 425
- On the Border 401(k) Savings Plan (TX) $13M · 2,580
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.