Industry52 - Finance and Insurance
Plan typeDefined contribution
Participants25-99
Cohort7,124 peers
Snapshot2025
Participant deferral / active EE
Employer contribution / active EE
Admin fee / account holder
Overall peer rank
55th percentileavg across 6 metrics
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Analytics
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
1 fund holds $213K of the plan's $9.1M. From the 2025 filing. Recordkeeper: Not identified.
In collective trusts0%median 0% for plans of $5M to $50M (40,449 plans)
In index funds0%median 22% for plans of $5M to $50M (40,449 plans)
In the main target-date series0%median 39% for plans of $5M to $50M (40,449 plans)
Employer stockYes
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan features & details
Pension benefit codes2E2P3I
Plan features
- 2E
Profit-sharing
Profit-sharing plan.
- 2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
- 3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.