401(k) · DOL Form 5500 · 2022

K2 Insurance Services, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
303
Participants Below avg headcount
76th
Percentile by assets National rank
$60,626
Avg per participant Low balance/head
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Official DOL plan name: K2 Insurance Services, LLC 401(k) Retirement Plan · Sponsored by K2 Insurance Services, LLC · Pennsylvania · Finance & Insurance

$18M in assets, 303 participants

K2 Insurance Services, LLC's K2 Insurance Services, LLC 401(k) Retirement Plan reported $18M in total assets and 303 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,753 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

K2 Insurance Services, LLC 401(k) Retirement Plan covers 303 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.

#5,753
in Finance & Insurance (9,261 peers)
+0.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

K2 Insurance Services, LLC 401(k) Retirement Plan's outsized position by total assets

K2 Insurance Services, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$18,369,706 Top 24% higher than 76% 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

K2 Insurance Services, LLC 401(k) 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. K2 Insurance Services, LLC 401(k) Retirement Plan sits mid-pack in the medium band (303 participants).

EBSA filing schedule strip

Filing strip 371643563 · K2 Insurance Services, LLC PY 2022 · 401(k)

K2 Insurance Services, LLC 401(k) Retirement Plan · $18M · 303 · 76th

  • BOOK $18M
  • BOOK 303
  • BOOK 76th
  • BOOK 401(k)
  • BOOK near Health and Safety Institute 401(k) Plan
  • BOOK ind #5753

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 Pennsylvania →

K2 Insurance Services, LLC 401(k) Retirement Plan in the asset neighbourhood

K2 Insurance Services, LLC 401(k) Retirement PlanK2 Insurance Services, LLC 4…$18MHealth and Safety Institute 401(k) PlanHealth and Safety Institute …$18MDick Family, Inc. 401(k) Plan$18MMosaic Medical 401(k) Ps Plan and TrustMosaic Medical 401(k) Ps Pla…$18MCalifornia Association of Winegrape Growers Retirement Plan and TrustCalifornia Association of Wi…$18M
End-of-year total assets ($M) among K2 Insurance Services, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$113K
Employer EIN371643563
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K2 Insurance Services, LLC)

Sponsor-wide plan assets over time

All K2 Insurance Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 133.23145182617512% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.4M $42.8M ▲ +133.2%
Year Plans Participants Total Assets
2022 1 303 $18M
2023 1 353 $26M
2024 1 500 $43M

Nearby 401(k) Plans in Pennsylvania

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

K2 Insurance Services, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants K2 Insurance Services, LLC 401(k) Retirement Plan, Total assets ($B): 0.018369706 · Participants: 303K2 Insurance Services, LLC 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
K2 Insurance Services, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare K2 Insurance Services, LLC 401(k) Retirement Plan side-by-side with 3 peers →

K2 Insurance Services, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Health and Safety Institute 401(k) Plan in WA ($18M); by covered participants it is Geographic Solutions, Inc. 401(k) Plan and Trust in FL (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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 K2 Insurance Services, LLC 401(k) Retirement Plan assets move in 2022? ▼
K2 Insurance Services, LLC 401(k) Retirement Plan held essentially flat - up 0.5% during 2022, from $18M to $18M. Reported net income was $113K.
How have K2 Insurance Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K2 Insurance Services, LLC's sponsor-wide assets grew 133.2%, from $18M to $43M.
Where does K2 Insurance Services, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
K2 Insurance Services, LLC 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to K2 Insurance Services, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health and Safety Institute 401(k) Plan in WA ($18M, 386 participants).
Which 401(k) plans cover a similar participant headcount to K2 Insurance Services, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Geographic Solutions, Inc. 401(k) Plan and Trust in FL (303 participants, $8M 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 371643563.

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.