401(k) · DOL Form 5500 · 2024

Philo Smith Capital Corporation 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
9
Participants Small participant base
52nd
Percentile by assets National rank
$941,138
Avg per participant High balance/head
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Official DOL plan name: Philo Smith Capital Corporation 401(k) Profit Sharing Plan · Sponsored by Philo Smith Capital Corporation · Connecticut · Finance & Insurance

$8M in assets, 9 participants

Philo Smith Capital Corporation's Philo Smith Capital Corporation 401(k) Profit Sharing Plan reported $8M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,102 in Finance & Insurance (8,549 peers)

Philo Smith Capital Corporation multi-year trail

Philo Smith Capital Corporation's plans moved +48.4% in assets from 2022 to 2024; this filing shows Philo Smith Capital Corporation 401(k) Profit Sharing Plan at $8M / 9 participants.

#3,102
in Finance & Insurance (8,549 peers)
+20.2%
assets growth YoY

Philo Smith Capital Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Philo Smith Capital Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,470,240 Top 48% higher than 52% 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

Philo Smith Capital Corporation 401(k) Profit Sharing 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. Philo Smith Capital Corporation 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Philo Smith Capital Corporation 401(k) Profit Sharing Plan reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Philo Smith Capital Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Philo Smith Capital Corporation 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061224912 · Philo Smith Capital Corporation PY 2024 · 401(k)

Philo Smith Capital Corporation 401(k) Profit Sharing Plan · $8M · 9 · 52nd

  • 5500 $8M
  • ASSETS 9
  • PCT 52nd
  • EIN 401(k)
  • RANK near L2t, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #3102

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 Connecticut →

Philo Smith Capital Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Philo Smith Capital Corporation 401(k) Profit Sharing PlanPhilo Smith Capital Corporat…$8ML2t, Inc. 401(k) Profit Sharing PlanL2t, Inc. 401(k) Profit Shar…$8MIndian Creek Foundation Retirement PlanIndian Creek Foundation Reti…$8MGibbs Giden Locher Turner Senet & Wittbrodt LLP Salary Savings Plan IIGibbs Giden Locher Turner Se…$8MLawley Motors, LLC 401(k) PlanLawley Motors, LLC 401(k) Pl…$8M
End-of-year total assets ($M) among Philo Smith Capital Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Philo Smith Capital Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Philo Smith Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 48.41588492084769% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.71M $8.47M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 7 $6M
2023 1 7 $7M
2024 1 9 $8M

Philo Smith Capital Corporation filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN061224912
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Philo Smith Capital Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Philo Smith Capital Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.00847024 · Participants: 9Philo Smith Capital Corporation 401(k) Profit Sharing 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
Philo Smith Capital Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Philo Smith Capital Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Philo Smith Capital Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is L2t, Inc. 401(k) Profit Sharing Plan in CA ($8M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Philo Smith Capital Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
Philo Smith Capital Corporation 401(k) Profit Sharing Plan grew sharply - up 20.2% during 2024, from $7M to $8M. Reported net income was $1M.
How have Philo Smith Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philo Smith Capital Corporation's sponsor-wide assets grew 48.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Philo Smith Capital Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is L2t, Inc. 401(k) Profit Sharing Plan in CA ($8M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Philo Smith Capital Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 061224912.

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.