401(k) · DOL Form 5500 · 2024

Core Specialty Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-11

$182M
Total assets: 859
Participants: 94th
Percentile by assets: $212,446
Avg per participant

Official DOL plan name: Core Specialty Insurance Services, Inc. 401(k) Plan · Sponsored by Core Specialty Insurance Services, Inc. · Ohio · Finance & Insurance

$182M in assets, 859 participants

Core Specialty Insurance Services, Inc.'s Core Specialty Insurance Services, Inc. 401(k) Plan reported $182M in total assets and 859 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 123,622 plans)
#7,720 in Finance & Insurance (8,549 peers)

Where Core Specialty Insurance Services, Inc. 401(k) Plan sits by assets

Core Specialty Insurance Services, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $182M for 859 participants (~$212,446/participant), up 31.5% in 2024.

$182M
total plan assets (2024 EOY): 859
covered participants: 94th
percentile by assets (of 123,622 plans): $212,446
avg assets per participant

Where Core Specialty Insurance Services, Inc. 401(k) Plan sits by total assets

Core Specialty Insurance Services, Inc. 401(k) Plan vs every filed plan by assets

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

$182,490,788 Top 6% higher than 94% 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

Core Specialty Insurance Services, Inc. 401(k) Plan reported participants rose from 644 in the plan year 2023 filing to 859 in the plan year 2024 filing.
Core Specialty Insurance Services, Inc. 401(k) Plan end-of-year assets rose from $139M in the plan year 2023 filing to $182M in the plan year 2024 filing.
Core Specialty Insurance Services, Inc. 401(k) Plan reported net income fell from $31M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Finance & Insurance

Core Specialty Insurance Services, Inc. 401(k) Plan vs the 2024 asset distribution

By assets, Core Specialty Insurance Services, Inc. 401(k) Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$139M
Net Assets (End of Year)	$182M
Net Income	$29M
Employer EIN	270173350
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Core Specialty Insurance Services, Inc.)

Total plan assets by year, all Core Specialty Insurance Services, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	N/A	$99M
2023	1	644	$139M
2024	1	859	$182M

Nearby 401(k) Plans in Ohio

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

Core Specialty Insurance Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

Compare Core Specialty Insurance Services, Inc. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Core Specialty Insurance Services, Inc. 401(k) Plan by total assets, not by location.

California Advanced Imaging Medical Associates, Inc. Retirement and 401(k) Plan (CA) $182M · 75
Snf Holding Company 401(k) Retirement Plan (GA) $183M · 2,110
Guitar Center, Inc. 401(k) Plan (CA) $182M · 13,469
Procopio Cory Hargreaves & Savitch LLP 401(k) Profit Sharing Plan (CA) $183M · 391

Frequently Asked Questions

How did Core Specialty Insurance Services, Inc. 401(k) Plan assets move in 2024? ▼

Core Specialty Insurance Services, Inc. 401(k) Plan surged - up 31.5% during 2024, from $139M to $182M. Reported net income was $29M.

How have Core Specialty Insurance Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Core Specialty Insurance Services, Inc.'s sponsor-wide assets grew 84.1%, from $99M to $182M.

Where does Core Specialty Insurance Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Core Specialty Insurance Services, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Core Specialty Insurance Services, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is California Advanced Imaging Medical Associates, Inc. Retirement and 401(k) Plan in CA ($182M, 75 participants).

Next read for Core Specialty Insurance Services, Inc. …

Scale reading

Ways to act on Core Specialty Insurance Services, Inc. 401(k) Plan's numbers.

By total assets, Core Specialty Insurance Services, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Core Specialty Insurance Services, Inc.'s sponsor-wide assets have grown 84.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 270173350.