401(k) · DOL Form 5500 · 2024

Scott Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$24K
Total assets Small plan by assets
3
Participants Small participant base
2nd
Percentile by assets National rank
$8,004
Avg per participant Low balance/head
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Official DOL plan name: Scott Insurance Services Retirement Plan · Sponsored by Scott Insurance Services, Inc. · South Carolina · Transportation & Warehousing

$24K in assets, 3 participants

Scott Insurance Services, Inc.'s Scott Insurance Services Retirement Plan reported $24K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #57 in Transportation & Warehousing (3,299 peers)

Scott Insurance Services, Inc. multi-year trail

Scott Insurance Services, Inc.'s plans moved -86.1% in assets from 2022 to 2024; this filing shows Scott Insurance Services Retirement Plan at $24K / 3 participants.

#57
in Transportation & Warehousing (3,299 peers)
-2.2%
assets change YoY

The plan reported a net loss of $543 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scott Insurance Services Retirement Plan among the smaller filed plans by assets

Scott Insurance Services Retirement Plan vs every filed plan by assets

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

$24,011 2nd percentile higher than 2% 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

Scott Insurance Services Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scott Insurance Services Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scott Insurance Services Retirement Plan reported net income rose from -$148K in the plan year 2023 filing to -$543 in the plan year 2024 filing.
  • Scott Insurance Services Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Scott Insurance Services Retirement Plan end-of-year assets fell from $25K in the plan year 2023 filing to $24K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 823722966 · Scott Insurance Services, Inc. PY 2024 · 401(k)

Scott Insurance Services Retirement Plan · $24K · 3 · 2nd

  • NET $24K
  • BOOK 3
  • VS-ST 2nd
  • BOY 401(k)
  • SCH near Mdc Development, Inc. 401(k) Plan
  • EBSA ind #57

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 Transportation & Warehousing retirement plans → · Plans in South Carolina →

Scott Insurance Services Retirement Plan in the asset neighbourhood

Scott Insurance Services Retirement PlanScott Insurance Services Ret…$24KMdc Development, Inc. 401(k) PlanMdc Development, Inc. 401(k)…$24KSam's Home Health Care, Inc. 401(k) Profit Sharing PlanSam's Home Health Care, Inc.…$24KAak Enterprise of 415 Mill Rd Ny, Inc. 401(k) PlanAak Enterprise of 415 Mill R…$24KKavapoint Capital Corp. 401(k) PlanKavapoint Capital Corp. 401(…$24K
End-of-year total assets ($M) among Scott Insurance Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scott Insurance Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Scott Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24K 86.08057971014492% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.17M $0.02M ▼ -88.2%
Year Plans Participants Total Assets
2022 1 2 $173K
2023 1 2 $25K
2024 1 3 $24K

Scott Insurance Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$25K
Net Assets (End of Year)$24K
Net Income-$543
Employer EIN823722966
Plan Effective Date2017-12-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Scott Insurance Services Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Scott Insurance Services Retirement Plan, Total assets ($B): 0.000024011 · Participants: 3Scott Insurance Services Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Scott Insurance Services Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Scott Insurance Services Retirement Plan side-by-side with 3 peers →

Scott Insurance Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Mdc Development, Inc. 401(k) Plan in NJ ($24K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Scott Insurance Services Retirement Plan assets move in 2024? ▼
Scott Insurance Services Retirement Plan edged down modestly - down 2.2% during 2024, from $25K to $24K. Reported net income was -$543.
How have Scott Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott Insurance Services, Inc.'s sponsor-wide assets declined 86.1%, from $173K to $24K.
Where does Scott Insurance Services Retirement Plan rank by assets among Form 5500 filers? ▼
Scott Insurance Services Retirement Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Scott Insurance Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mdc Development, Inc. 401(k) Plan in NJ ($24K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Scott Insurance Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 823722966.

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.