401(k) · DOL Form 5500 · 2024

Frost & Conn, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
36th
Percentile by assets National rank
$240,694
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan · Sponsored by Frost & Conn, LLC · Pennsylvania · Finance & Insurance

$3M in assets, 14 participants

Frost & Conn, LLC's Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan reported $3M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,015 in Finance & Insurance (8,549 peers)

Frost & Conn, LLC multi-year trail

Frost & Conn, LLC's plans moved -18.0% in assets from 2022 to 2024; this filing shows Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan at $3M / 14 participants.

#2,015
in Finance & Insurance (8,549 peers)
+19.3%
assets growth YoY

Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,369,712 36th percentile higher than 36% of 123,620 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 2024

Frost & Conn, LLC Employees Profit Sharing and 401(k) 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. Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to $544K in the plan year 2024 filing.
  • Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan reported participants fell from 15 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 251260128 · Frost & Conn, LLC PY 2024 · 401(k)

Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan · $3M · 14 · 36th

  • VS-ST $3M
  • BOY 14
  • SCH 36th
  • EBSA 401(k)
  • PART near Krkln Inc. Retirement Plan
  • TYPE ind #2015

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 →

Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan in the asset neighbourhood

Frost & Conn, LLC Employees Profit Sharing and 401(k) PlanFrost & Conn, LLC Employees …$3MKrkln Inc. Retirement Plan$3MTextbook Warehouse 401(k) PlanTextbook Warehouse 401(k) Pl…$3MSorella Stone, LLC Retirement PlanSorella Stone, LLC Retiremen…$3MIcon Advisers, Inc. 401(k) PlanIcon Advisers, Inc. 401(k) P…$3M
End-of-year total assets ($M) among Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Frost & Conn, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Frost & Conn, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.000381561990196% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $4.11M $3.37M ▼ -18.0%
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 15 $3M
2024 1 14 $3M

Frost & Conn, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$544K
Employer EIN251260128
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan, Total assets ($B): 0.003369712 · Participants: 14Frost & Conn, LLC Employees Profit Sharing and 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Krkln Inc. Retirement Plan in NC ($3M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan assets move in 2024? ▼
Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan grew sharply - up 19.3% during 2024, from $3M to $3M. Reported net income was $544K.
How have Frost & Conn, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frost & Conn, LLC's sponsor-wide assets declined 18.0%, from $4M to $3M.
Which 401(k) plans are similar in size to Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Krkln Inc. Retirement Plan in NC ($3M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Frost & Conn, LLC Employees Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251260128.

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.