401(k) · DOL Form 5500 · 2022

Red Shield Insurance Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
40
Participants Small participant base
48th
Percentile by assets National rank
$111,501
Avg per participant Below avg balance/head
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Official DOL plan name: Red Shield Insurance Company 401(k) Plan · Sponsored by Red Shield Insurance Company · Washington · Finance & Insurance

$4M in assets, 40 participants

Red Shield Insurance Company's Red Shield Insurance Company 401(k) Plan reported $4M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,091 in Finance & Insurance (9,261 peers)

Red Shield Insurance Company multi-year trail

Red Shield Insurance Company's plans moved +51.6% in assets from 2022 to 2024; this filing shows Red Shield Insurance Company 401(k) Plan at $4M / 40 participants.

#3,091
in Finance & Insurance (9,261 peers)
-19.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Red Shield Insurance Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Red Shield Insurance Company 401(k) Plan vs every filed plan by assets

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

$4,460,027 48th percentile higher than 48% 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

Red Shield Insurance Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Red Shield Insurance Company 401(k) Plan is a small filing (40 participants) on this national headcount ladder.

DOL schedule card

Filing strip 911060766 · Red Shield Insurance Company PY 2022 · 401(k)

Red Shield Insurance Company 401(k) Plan · $4M · 40 · 48th

  • 5500 $4M
  • 5500 40
  • 5500 48th
  • 5500 401(k)
  • 5500 near Terrytown Travel Center 401(k) Plan
  • 5500 ind #3091

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 Washington →

Red Shield Insurance Company 401(k) Plan in the asset neighbourhood

Red Shield Insurance Company 401(k) PlanRed Shield Insurance Company…$4MTerrytown Travel Center 401(k) PlanTerrytown Travel Center 401(…$4MRathbun, Cservenyak & Kozol, LLC 401(k) Profit Sharing PlanRathbun, Cservenyak & Kozol,…$4MAbec Electric Company, LLC 401(k) Profit Sharing Plan & TrustAbec Electric Company, LLC 4…$4MConnecticut Science Center, Inc 401(k) PlanConnecticut Science Center, …$4M
End-of-year total assets ($M) among Red Shield Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Red Shield Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Red Shield Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 51.55832016263579% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.46M $6.76M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 40 $4M
2023 1 36 $6M
2024 1 37 $7M

Red Shield Insurance Company filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN911060766
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Red Shield Insurance Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Red Shield Insurance Company 401(k) Plan, Total assets ($B): 0.004460027 · Participants: 40Red Shield Insurance Company 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Red Shield Insurance Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Red Shield Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Terrytown Travel Center 401(k) Plan in MI ($4M); by covered participants it is Quality Switch Inc 401(k) Profit Sharing Plan & Trust in OH (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Red Shield Insurance Company 401(k) Plan assets move in 2022?
Red Shield Insurance Company 401(k) Plan declined sharply - down 19.5% during 2022, from $6M to $4M. Reported net income was -$1M.
How have Red Shield Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Red Shield Insurance Company's sponsor-wide assets grew 51.6%, from $4M to $7M.
Which 401(k) plans are similar in size to Red Shield Insurance Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Terrytown Travel Center 401(k) Plan in MI ($4M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Red Shield Insurance Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Quality Switch Inc 401(k) Profit Sharing Plan & Trust in OH (40 participants, $6M in assets).