401(k) · DOL Form 5500 · 2024

Norbert E. Mitchell Co., Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
196
Participants Below avg headcount
76th
Percentile by assets National rank
$144,957
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Norbert E. Mitchell Co., Inc. Retirement Plan · Sponsored by Norbert E. Mitchell Co., Inc. · Connecticut · Retail Trade

$28M in assets, 196 participants

Norbert E. Mitchell Co., Inc.'s Norbert E. Mitchell Co., Inc. Retirement Plan reported $28M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,887 in Retail Trade (8,048 peers)

Coverage in Connecticut

Norbert E. Mitchell Co., Inc. Retirement Plan covers 196 participants in Connecticut, about 27% of the average Connecticut filer (state average ~718 per filing). Assets: $28M.

#6,887
in Retail Trade (8,048 peers)
+11.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Norbert E. Mitchell Co., Inc. Retirement Plan's outsized position by total assets

Norbert E. Mitchell Co., Inc. Retirement Plan vs every filed plan by assets

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

$28,411,496 Top 24% higher than 76% 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

Norbert E. Mitchell Co., Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norbert E. Mitchell Co., Inc. Retirement Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norbert E. Mitchell Co., Inc. Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Norbert E. Mitchell Co., Inc. Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Norbert E. Mitchell Co., Inc. Retirement Plan reported participants rose from 182 in the plan year 2023 filing to 196 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 061173716 · Norbert E. Mitchell Co., Inc. PY 2024 · 401(k)

Norbert E. Mitchell Co., Inc. Retirement Plan · $28M · 196 · 76th

  • EOY $28M
  • 5500 196
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Adstra, Inc.Employee Savings Plan
  • RANK ind #6887

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 Retail Trade retirement plans → · Plans in Connecticut →

Norbert E. Mitchell Co., Inc. Retirement Plan in the asset neighbourhood

Norbert E. Mitchell Co., Inc. Retirement PlanNorbert E. Mitchell Co., Inc…$28MAdstra, Inc.Employee Savings PlanAdstra, Inc.Employee Savings…$28MCyracom International, Inc. 401(k) & Profit Sharing PlanCyracom International, Inc. …$28MPonderosa Homes II, Inc. Ps & Salary Deferral 401(k) PlanPonderosa Homes II, Inc. Ps …$28MSpring Venture Group, LLC 401(k) PlanSpring Venture Group, LLC 40…$28M
End-of-year total assets ($M) among Norbert E. Mitchell Co., Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN061173716
Plan Effective Date1984-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Norbert E. Mitchell Co., Inc.)

Sponsor-wide plan assets over time

All Norbert E. Mitchell Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 20.725511496959157% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.5M $28.4M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 163 $24M
2023 1 182 $25M
2024 1 196 $28M

Nearby 401(k) Plans in Connecticut

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

Norbert E. Mitchell Co., Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Norbert E. Mitchell Co., Inc. Retirement Plan, Total assets ($B): 0.028411496 · Participants: 196Norbert E. Mitchell Co., Inc. Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Norbert E. Mitchell Co., Inc. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Norbert E. Mitchell Co., Inc. Retirement Plan side-by-side with 3 peers →

Norbert E. Mitchell Co., Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Adstra, Inc.Employee Savings Plan in NJ ($28M); by covered participants it is Sai360 401(k) Savings Plan in IL (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Norbert E. Mitchell Co., Inc. Retirement Plan assets move in 2024? ▼
Norbert E. Mitchell Co., Inc. Retirement Plan grew at a solid clip - up 11.9% during 2024, from $25M to $28M. Reported net income was $3M.
How have Norbert E. Mitchell Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norbert E. Mitchell Co., Inc.'s sponsor-wide assets grew 20.7%, from $24M to $28M.
Where does Norbert E. Mitchell Co., Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Norbert E. Mitchell Co., Inc. Retirement Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Norbert E. Mitchell Co., Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adstra, Inc.Employee Savings Plan in NJ ($28M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Norbert E. Mitchell Co., Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sai360 401(k) Savings Plan in IL (196 participants, $55M 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 061173716.

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.