401(k) · DOL Form 5500 · 2022

Insurity, LLC. 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
839
Participants Near avg headcount
94th
Percentile by assets National rank
$139,261
Avg per participant Near avg balance/head
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Official DOL plan name: Insurity, LLC. 401(k) Retirement Savings Plan · Sponsored by Insurity, LLC. · Connecticut · Professional & Technical Services

$117M in assets, 839 participants

Insurity, LLC.'s Insurity, LLC. 401(k) Retirement Savings Plan reported $117M in total assets and 839 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,418 in Professional & Technical Services (21,562 peers)

Where Insurity, LLC. 401(k) Retirement Savings Plan sits by assets

Insurity, LLC. 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $117M for 839 participants (~$139,261/participant), down 20.1% in 2022.

#20,418
in Professional & Technical Services (21,562 peers)
-20.1%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insurity, LLC. 401(k) Retirement Savings Plan's outsized position by total assets

Insurity, LLC. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$116,840,042 Top 6% higher than 94% 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

Insurity, LLC. 401(k) Retirement Savings 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. Insurity, LLC. 401(k) Retirement Savings Plan sits mid-pack in the medium band (839 participants).

Form 5500 schedule snapshot

Filing strip 371651334 · Insurity, LLC. PY 2022 · 401(k)

Insurity, LLC. 401(k) Retirement Savings Plan · $117M · 839 · 94th

  • SCH $117M
  • SCH 839
  • SCH 94th
  • SCH 401(k)
  • SCH near California Casualty Management Company Savings Investment Plan for Salaried Employees
  • SCH ind #20418

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Insurity, LLC. 401(k) Retirement Savings Plan in the asset neighbourhood

Apple Bank for Savings 401(k) PlanApple Bank for Savings 401(k…$117MSunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral PlanSunbelt Marketing Investment…$117MInsurity, LLC. 401(k) Retirement Savings PlanInsurity, LLC. 401(k) Retire…$117MCalifornia Casualty Management Company Savings Investment Plan for Salaried EmployeesCalifornia Casualty Manageme…$117MMoss & Barnett Profit Sharing and 401(k) PlanMoss & Barnett Profit Sharin…$117M
End-of-year total assets ($M) among Insurity, LLC. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$146M
Net Assets (End of Year)$117M
Net Income-$29M
Employer EIN371651334
Plan Effective Date1974-04-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurity, LLC.)

Sponsor-wide plan assets over time

All Insurity, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$158M 35.292818535618125% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $117M $158M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 839 $117M
2023 1 684 $140M
2024 1 663 $158M

Nearby 401(k) Plans in Connecticut

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

Insurity, LLC. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Insurity, LLC. 401(k) Retirement Savings Plan, Total assets ($B): 0.116840042 · Participants: 839Insurity, LLC. 401(k) Retirement Savings PlanUnited 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
Insurity, LLC. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Insurity, LLC. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is California Casualty Management Company Savings Investment Plan for Salaried Employees in CA ($117M); by covered participants it is Tradebe Environmental Services 401(k) Plan in IN (839 participants). Same-state nearby plans are listed separately above.

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 Insurity, LLC. 401(k) Retirement Savings Plan assets move in 2022? ▼
Insurity, LLC. 401(k) Retirement Savings Plan declined sharply - down 20.1% during 2022, from $146M to $117M. Reported net income was -$29M.
How have Insurity, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insurity, LLC.'s sponsor-wide assets grew 35.3%, from $117M to $158M.
Where does Insurity, LLC. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Insurity, LLC. 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Insurity, LLC. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Casualty Management Company Savings Investment Plan for Salaried Employees in CA ($117M, 730 participants).
Which 401(k) plans cover a similar participant headcount to Insurity, LLC. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tradebe Environmental Services 401(k) Plan in IN (839 participants, $47M in assets).