401(k) · DOL Form 5500 · 2022

Compass Insurance Group LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
32nd
Percentile by assets National rank
$69,921
Avg per participant Below avg balance/head
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Official DOL plan name: Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Compass Insurance Group LLC · Colorado · Finance & Insurance

$2M in assets, 25 participants

Compass Insurance Group LLC's Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,979 in Finance & Insurance (9,261 peers)

Compass Insurance Group LLC multi-year trail

Compass Insurance Group LLC's plans moved +138.7% in assets from 2022 to 2024; this filing shows Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust at $2M / 25 participants.

#1,979
in Finance & Insurance (9,261 peers)
-18.9%
assets change YoY

The plan reported a net loss of $408K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,748,022 32nd percentile higher than 32% of 139,123 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 2022

Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust is a small filing (25 participants) on this national headcount ladder.

DOL schedule card

Filing strip 721522032 · Compass Insurance Group LLC PY 2022 · 401(k)

Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust · $2M · 25 · 32nd

  • PHOTO $2M
  • PHOTO 25
  • PHOTO 32nd
  • PHOTO 401(k)
  • PHOTO near Servicing Collections, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #1979

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 Colorado →

Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Compass Insurance Group LLC 401(k) Profit Sharing Plan & TrustCompass Insurance Group LLC …$2MServicing Collections, Inc. 401(k) Profit Sharing PlanServicing Collections, Inc. …$2MCommercial Machine, Inc. 401(k) Profit Sharing PlanCommercial Machine, Inc. 401…$2MBlue Star Growers, Inc. Employees' Qualified Savings PlanBlue Star Growers, Inc. Empl…$2MHistoric Palm LLC 401(k) Profit Sharing Plan & TrustHistoric Palm LLC 401(k) Pro…$2M
End-of-year total assets ($M) among Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Compass Insurance Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Compass Insurance Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 138.72954688213306% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.75M $4.17M ▲ +138.3%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 25 $3M
2024 1 27 $4M

Compass Insurance Group LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$408K
Employer EIN721522032
Plan Effective Date2004-09-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001748022 · Participants: 25Compass Insurance Group LLC 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Servicing Collections, Inc. 401(k) Profit Sharing Plan in MD ($2M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust declined sharply - down 18.9% during 2022, from $2M to $2M. Reported net income was -$408K.
How have Compass Insurance Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compass Insurance Group LLC's sponsor-wide assets grew 138.7%, from $2M to $4M.
Which 401(k) plans are similar in size to Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Servicing Collections, Inc. 401(k) Profit Sharing Plan in MD ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Compass Insurance Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721522032.

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.