401(k) · DOL Form 5500 · 2022

Assurance Financial Group LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
243
Participants Below avg headcount
75th
Percentile by assets National rank
$70,931
Avg per participant Below avg balance/head
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Official DOL plan name: Assurance Financial 401(k) Plan · Sponsored by Assurance Financial Group LLC · Louisiana · Finance & Insurance

$17M in assets, 243 participants

Assurance Financial Group LLC's Assurance Financial 401(k) Plan reported $17M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,615 in Finance & Insurance (9,261 peers)

Coverage in Louisiana

Assurance Financial 401(k) Plan covers 243 participants in Louisiana, about 49% of the average Louisiana filer (state average ~495 per filing). Assets: $17M.

#5,615
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Assurance Financial 401(k) Plan's outsized position by total assets

Assurance Financial 401(k) Plan vs every filed plan by assets

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

$17,236,290 Top 25% higher than 75% 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

Assurance Financial 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. Assurance Financial 401(k) Plan sits mid-pack in the medium band (243 participants).

Form 5500 schedule snapshot

Filing strip 721505298 · Assurance Financial Group LLC PY 2022 · 401(k)

Assurance Financial 401(k) Plan · $17M · 243 · 75th

  • PHOTO $17M
  • IND 243
  • EOY 75th
  • 5500 401(k)
  • ASSETS near South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan
  • PCT ind #5615

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 Louisiana →

Assurance Financial 401(k) Plan in the asset neighbourhood

Assurance Financial 401(k) PlanAssurance Financial 401(k) P…$17MSouth O C Surgical Medical Group, Inc. 401(k) Profit Sharing PlanSouth O C Surgical Medical G…$17MCalifornia Supply, Inc. 401(k) Profit Sharing PlanCalifornia Supply, Inc. 401(…$17MSolid Business Solutions 401(k) PlanSolid Business Solutions 401…$17MItw Bargaining Savings and Investment PlanItw Bargaining Savings and I…$17M
End-of-year total assets ($M) among Assurance Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN721505298
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assurance Financial Group LLC)

Sponsor-wide plan assets over time

All Assurance Financial Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.654145410642313% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $17.2M $19.8M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 243 $17M
2023 1 198 $19M
2024 1 159 $20M

Nearby 401(k) Plans in Louisiana

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

Assurance Financial 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Assurance Financial 401(k) Plan, Total assets ($B): 0.01723629 · Participants: 243Assurance Financial 401(k) PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Assurance Financial 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Assurance Financial 401(k) Plan side-by-side with 3 peers →

Assurance Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($17M); by covered participants it is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Assurance Financial 401(k) Plan assets move in 2022? ▼
Assurance Financial 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Assurance Financial Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assurance Financial Group LLC's sponsor-wide assets grew 14.7%, from $17M to $20M.
Where does Assurance Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
Assurance Financial 401(k) Plan ranks in the 75th 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 Assurance Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($17M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Assurance Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants, N/A 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 721505298.

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.