401(k) · DOL Form 5500 · 2022
Assurance Iq, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 975
- Participants Near avg headcount
- 63rd
- Percentile by assets National rank
- $9,222
- Avg per participant Low balance/head
Official DOL plan name: Assurance Savings Plan · Sponsored by Assurance Iq, LLC · Washington · Finance & Insurance
$9M in assets, 975 participants
Assurance Iq, LLC's Assurance Savings Plan reported $9M in total assets and 975 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #4,270 in Finance & Insurance (9,261 peers)
2022 asset change
Assurance Savings Plan surged 56.1% in 2022 ($6M → $9M) for 975 participants.
- #4,270
- in Finance & Insurance (9,261 peers)
- +56.1%
- assets growth YoY
Assurance Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Assurance Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,991,778 Top 37% higher than 63% 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
Assurance 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. Assurance Savings Plan sits mid-pack in the medium band (975 participants).
EBSA filing schedule strip
Filing strip 811285645 · Assurance Iq, LLC PY 2022 · 401(k)
Assurance Savings Plan · $9M · 975 · 63rd
- PHOTO $9M
- IND 975
- EOY 63rd
- 5500 401(k)
- ASSETS near Farmers-Merchants Bank & Trust Company Profit Sharing Plan
- PCT ind #4270
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 →
Assurance Savings Plan in the asset neighbourhood
Assurance Iq, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Assurance Iq, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 975 | $9M |
| 2023 | 1 | 1,553 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 811285645 |
| Plan Effective Date | 2019-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Assurance Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Farmers-Merchants Bank & Trust Company Profit Sharing Plan in LA ($9M); by covered participants it is Pension Plan for the Local Union No. 131 International Brotherhood of Electrical Wrkrs in MI (975 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (975 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.