401(k) · DOL Form 5500 · 2022

Iat Insurance Group Inc. 401(k) Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
983
Participants Near avg headcount
96th
Percentile by assets National rank
$214,012
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iat Insurance Group, Inc. Profit Sharing 401(k) Plan · Sponsored by Iat Insurance Group Inc. · North Carolina · Finance & Insurance

$210M in assets, 983 participants

Iat Insurance Group Inc.'s Iat Insurance Group, Inc. Profit Sharing 401(k) Plan reported $210M in total assets and 983 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,595 in Finance & Insurance (9,261 peers)

Where Iat Insurance Group, Inc. Profit Sharing 401(k) Plan sits by assets

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan sits in the top 5% of all filed plans by assets, $210M for 983 participants (~$214,012/participant), down 14.4% in 2022.

#8,595
in Finance & Insurance (9,261 peers)
-14.4%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$210,373,792 Top 4% higher than 96% 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

Iat Insurance Group, Inc. Profit Sharing 401(k) 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. Iat Insurance Group, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (983 participants).

Form 5500 schedule snapshot

Filing strip 561171691 · Iat Insurance Group Inc. PY 2022 · 401(k)

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan · $210M · 983 · 96th

  • NET $210M
  • NET 983
  • NET 96th
  • NET 401(k)
  • NET near Wellpath 401(k) Plan
  • NET ind #8595

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 North Carolina →

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Griffith Supplemental Retirement & Savings PlanGriffith Supplemental Retire…$210MWarner Norcross + Judd LLP Retirement PlanWarner Norcross + Judd LLP R…$210MIat Insurance Group, Inc. Profit Sharing 401(k) PlanIat Insurance Group, Inc. Pr…$210MWellpath 401(k) Plan$210MSkidmore, Owings & Merrill LLP 401(k) Savings PlanSkidmore, Owings & Merrill L…$210M
End-of-year total assets ($M) among Iat Insurance Group, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$246M
Net Assets (End of Year)$210M
Net Income-$35M
Employer EIN561171691
Plan Effective Date1987-09-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Iat Insurance Group Inc.)

Sponsor-wide plan assets over time

All Iat Insurance Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288M 36.842749404830805% vs 2022
2024 filing year
$200M$250M$300M 202220232024 $210M $288M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 983 $210M
2023 1 1,020 $252M
2024 1 1,005 $288M

Nearby 401(k) Plans in North Carolina

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

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Iat Insurance Group, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.210373792 · Participants: 983Iat Insurance Group, Inc. Profit Sharing 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Iat Insurance Group, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Iat Insurance Group, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Wellpath 401(k) Plan in TN ($210M); by covered participants it is Balchem 401(k) Plan in NY (983 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($210M here).

Similar participant headcount

Nearest other-state filings by covered participants (983 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 Iat Insurance Group, Inc. Profit Sharing 401(k) Plan assets move in 2022? ▼
Iat Insurance Group, Inc. Profit Sharing 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $246M to $210M. Reported net income was -$35M.
How have Iat Insurance Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iat Insurance Group Inc.'s sponsor-wide assets grew 36.8%, from $210M to $288M.
Where does Iat Insurance Group, Inc. Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Iat Insurance Group, Inc. Profit Sharing 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Iat Insurance Group, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wellpath 401(k) Plan in TN ($210M, 10,750 participants).
Which 401(k) plans cover a similar participant headcount to Iat Insurance Group, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Balchem 401(k) Plan in NY (983 participants, $118M 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 561171691.

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.