401(k) · DOL Form 5500 · 2022
Attune Insurance Services LLC. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $49,042
- Avg per participant Low balance/head
Official DOL plan name: Attune Insurance Services, LLC Retirement Plan · Sponsored by Attune Insurance Services LLC. · New York · Finance & Insurance
$7M in assets, 146 participants
Attune Insurance Services LLC.'s Attune Insurance Services, LLC Retirement Plan reported $7M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #3,847 in Finance & Insurance (9,261 peers)
Coverage in New York
Attune Insurance Services, LLC Retirement Plan covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #3,847
- in Finance & Insurance (9,261 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $325K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Attune Insurance Services, LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Attune Insurance Services, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,160,098 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Attune Insurance Services, LLC Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Attune Insurance Services, LLC Retirement Plan sits mid-pack in the medium band (146 participants).
Published 5500 schedule card
Filing strip 300855824 · Attune Insurance Services LLC. PY 2022 · 401(k)
Attune Insurance Services, LLC Retirement Plan · $7M · 146 · 58th
- ASSETS $7M
- ASSETS 146
- ASSETS 58th
- ASSETS 401(k)
- ASSETS near Freedom Bank of Virginia 401(k) Plan
- ASSETS ind #3847
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 New York →
Attune Insurance Services, LLC Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$325K |
| Employer EIN | 300855824 |
| Plan Effective Date | 2017-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Attune Insurance Services LLC.)
Sponsor-wide plan assets over time
All Attune Insurance Services LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 78.18094109885088% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $7M |
| 2023 | 1 | 128 | $10M |
| 2024 | 1 | 127 | $13M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Attune Insurance Services, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Freedom Bank of Virginia 401(k) Plan in VA ($7M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Bcp 401(k) Plan (NC) 146 · 0 off
- Club Med Sales and Management Employee Retirement Plan (FL) 146 · 0 off
- Bill's Distributing, Ltd. 401(k) Profit Sharing Plan (WI) 146 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 146 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.