401(k) · DOL Form 5500 · 2022

Insurance Advisors LLC 401(k) Plan

Data updated 2026-08-25

$332K
Total assets Small plan by assets
7
Participants Small participant base
15th
Percentile by assets National rank
$47,358
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Insurance Advisors LLC · Connecticut · Other Services

$332K in assets, 7 participants

Insurance Advisors LLC's Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust reported $332K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,650 in Other Services (8,398 peers)

What the 2022 filing shows

Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust holds $332K for 7 participants - about $47,358 per participant, among the smaller plans by assets on file.

#2,650
in Other Services (8,398 peers)
-4.6%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$331,506 15th percentile higher than 15% 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

Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 061483238 · Insurance Advisors LLC PY 2022 · 401(k)

Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust · $332K · 7 · 15th

  • BOOK $332K
  • VS-ST 7
  • BOY 15th
  • SCH 401(k)
  • EBSA near Homestead Farm and Lawn LLC 401(k) Plan
  • PART ind #2650

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 Other Services retirement plans → · Plans in Connecticut →

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

Insurance Advisors LLC 401(k) Profit Sharing Plan & TrustInsurance Advisors LLC 401(k…$332KHomestead Farm and Lawn LLC 401(k) PlanHomestead Farm and Lawn LLC …$332KAbba Fuels 401(k) Plan$331KTucker Vr 401(k)$332KOutside the Box Lifestyle, Inc. 401(k) Profit Sharing PlanOutside the Box Lifestyle, I…$332K
End-of-year total assets ($M) among Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$348K
Net Assets (End of Year)$332K
Net Income-$16K
Employer EIN061483238
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000331506 · Participants: 7Insurance Advisors LLC 401(k) Profit Sharing Plan & TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Homestead Farm and Lawn LLC 401(k) Plan in TN ($332K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($332K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust edged down modestly - down 4.6% during 2022, from $348K to $332K. Reported net income was -$16K.
Where does Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Homestead Farm and Lawn LLC 401(k) Plan in TN ($332K, 93 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Advisors LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 061483238.

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.