401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$182M
Total assets Near avg plan size
859
Participants Near avg headcount
94th
Percentile by assets National rank
$212,446
Avg per participant Above avg balance/head
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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.

  • #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.

#7,720
in Finance & Insurance (8,549 peers)
+31.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Core Specialty Insurance Services, Inc. 401(k) Plan's outsized position 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

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

Core Specialty Insurance Services, Inc. 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. Core Specialty Insurance Services, Inc. 401(k) Plan sits mid-pack in the medium band (859 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

EBSA filing schedule strip

Filing strip 270173350 · Core Specialty Insurance Services, Inc. PY 2024 · 401(k)

Core Specialty Insurance Services, Inc. 401(k) Plan · $182M · 859 · 94th

  • TYPE $182M
  • NET 859
  • BOOK 94th
  • VS-ST 401(k)
  • BOY near California Advanced Imaging Medical Associates, Inc. Retirement and 401(k) Plan
  • SCH ind #7720

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 Ohio →

Core Specialty Insurance Services, Inc. 401(k) Plan in the asset neighbourhood

Procopio Cory Hargreaves & Savitch LLP 401(k) Profit Sharing PlanProcopio Cory Hargreaves & S…$183MSnf Holding Company 401(k) Retirement PlanSnf Holding Company 401(k) R…$183MCore Specialty Insurance Services, Inc. 401(k) PlanCore Specialty Insurance Ser…$182MCalifornia Advanced Imaging Medical Associates, Inc. Retirement and 401(k) PlanCalifornia Advanced Imaging …$182MGuitar Center, Inc. 401(k) PlanGuitar Center, Inc. 401(k) P…$182M
End-of-year total assets ($M) among Core Specialty Insurance Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$139M
Net Assets (End of Year)$182M
Net Income$29M
Employer EIN270173350
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$182M 84.06094009619399% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $99.2M $182M ▲ +84.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Core Specialty Insurance Services, Inc. 401(k) Plan, Total assets ($B): 0.182490788 · Participants: 859Core Specialty Insurance Services, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Core Specialty Insurance Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Core Specialty Insurance Services, Inc. 401(k) Plan side-by-side with 3 peers →

Core Specialty Insurance Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is California Advanced Imaging Medical Associates, Inc. Retirement and 401(k) Plan in CA ($182M); by covered participants it is 401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital in OK (859 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (859 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 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).
Which 401(k) plans cover a similar participant headcount to Core Specialty Insurance Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital in OK (859 participants, $117M 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 270173350.

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.