401(k) · DOL Form 5500 · 2022
Iat Insurance Group Inc. 401(k) Plan
Data updated 2026-08-11
- $210M
- Total assets
- 983
- Participants
- 96th
- Percentile by assets
- $214,012
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $210M
- total plan assets (2022 EOY)
- 983
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $214,012
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Iat Insurance Group, Inc. Profit Sharing 401(k) Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $246M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | -$35M |
| Employer EIN | 561171691 |
| Plan Effective Date | 1987-09-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iat Insurance Group Inc.)
| 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
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Iat Insurance Group, Inc. Profit Sharing 401(k) Plan by total assets, not by location.
- Wellpath 401(k) Plan (TN) $210M · 10,750
- Griffith Supplemental Retirement & Savings Plan (IL) $210M · 807
- Warner Norcross + Judd LLP Retirement Plan (MI) $210M · 313
- Skidmore, Owings & Merrill LLP 401(k) Savings Plan (IL) $210M · 1,032
Frequently Asked Questions
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Ways to act on Iat Insurance Group, Inc. Profit Sharing 401(k) Plan's numbers.
- By total assets, Iat Insurance Group, Inc. Profit Sharing 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Iat Insurance Group Inc.'s sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Finance & Insurance plans