401(k) · DOL Form 5500 · 2024

Pareto Captive Services, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
205
Participants Below avg headcount
69th
Percentile by assets National rank
$90,306
Avg per participant Below avg balance/head
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Official DOL plan name: The Pareto 401(k) Plan · Sponsored by Pareto Captive Services, LLC · Pennsylvania · Finance & Insurance

$19M in assets, 205 participants

Pareto Captive Services, LLC's The Pareto 401(k) Plan reported $19M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,543 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

The Pareto 401(k) Plan covers 205 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#4,543
in Finance & Insurance (8,549 peers)
+52.5%
assets growth YoY

The Pareto 401(k) Plan's outsized position by total assets

The Pareto 401(k) Plan vs every filed plan by assets

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

$18,512,668 Top 31% higher than 69% 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

The Pareto 401(k) 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. The Pareto 401(k) Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Pareto 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • The Pareto 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Pareto 401(k) Plan reported participants rose from 148 in the plan year 2023 filing to 205 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 275552975 · Pareto Captive Services, LLC PY 2024 · 401(k)

The Pareto 401(k) Plan · $19M · 205 · 69th

  • BOOK $19M
  • VS-ST 205
  • BOY 69th
  • SCH 401(k)
  • EBSA near Superior Technical Ceramics Corporation 401(k) Plan
  • PART ind #4543

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 →

The Pareto 401(k) Plan in the asset neighbourhood

The Pareto 401(k) Plan$19MSuperior Technical Ceramics Corporation 401(k) PlanSuperior Technical Ceramics …$19MAllied Building Stores, Inc. Profit Sharing 401(k) Plan & TrustAllied Building Stores, Inc.…$19MProfit Sharing Plan for Employees of the Cary CompanyProfit Sharing Plan for Empl…$19MJohn Cockerill North America, Inc. 401(k) Profit Sharing PlanJohn Cockerill North America…$19M
End-of-year total assets ($M) among The Pareto 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN275552975
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pareto Captive Services, LLC)

Sponsor-wide plan assets over time

All Pareto Captive Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 136.02012422227213% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.84M $18.5M ▲ +136.1%
Year Plans Participants Total Assets
2022 1 125 $8M
2023 1 148 $12M
2024 1 205 $19M

Nearby 401(k) Plans in Pennsylvania

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

The Pareto 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Pareto 401(k) Plan, Total assets ($B): 0.018512668 · Participants: 205The Pareto 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
The Pareto 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Pareto 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Superior Technical Ceramics Corporation 401(k) Plan in VT ($19M); by covered participants it is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 The Pareto 401(k) Plan assets move in 2024? ▼
The Pareto 401(k) Plan surged - up 52.5% during 2024, from $12M to $19M. Reported net income was $6M.
How have Pareto Captive Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pareto Captive Services, LLC's sponsor-wide assets grew 136.0%, from $8M to $19M.
Which 401(k) plans are similar in size to The Pareto 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superior Technical Ceramics Corporation 401(k) Plan in VT ($19M, 171 participants).
Which 401(k) plans cover a similar participant headcount to The Pareto 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 participants, N/A 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 275552975.

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.