401(k) · DOL Form 5500 · 2022

Associated Insurance Management, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
165
Participants Small participant base
86th
Percentile by assets National rank
$237,603
Avg per participant Above avg balance/head
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Official DOL plan name: Associated Insurance Management, LLC 401(k) Plan · Sponsored by Associated Insurance Management, LLC · Massachusetts · Finance & Insurance

$39M in assets, 165 participants

Associated Insurance Management, LLC's Associated Insurance Management, LLC 401(k) Plan reported $39M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,152 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Associated Insurance Management, LLC 401(k) Plan covers 165 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $39M.

#7,152
in Finance & Insurance (9,261 peers)
-19.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Associated Insurance Management, LLC 401(k) Plan's outsized position by total assets

Associated Insurance Management, LLC 401(k) Plan vs every filed plan by assets

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

$39,204,559 Top 14% higher than 86% 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

Associated Insurance Management, LLC 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. Associated Insurance Management, LLC 401(k) Plan sits mid-pack in the medium band (165 participants).

Form 5500 schedule snapshot

Filing strip 204036064 · Associated Insurance Management, LLC PY 2022 · 401(k)

Associated Insurance Management, LLC 401(k) Plan · $39M · 165 · 86th

  • VS-ST $39M
  • BOY 165
  • SCH 86th
  • EBSA 401(k)
  • PART near Tully Group Employee Savings and Protection Plan
  • TYPE ind #7152

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 Massachusetts →

Associated Insurance Management, LLC 401(k) Plan in the asset neighbourhood

Becker & Poliakoff, P.a. 401(k) Profit Sharing PlanBecker & Poliakoff, P.a. 401…$39MCommunity Care, Inc. 401(k) PlanCommunity Care, Inc. 401(k) …$39MHospitality Industry 401(k) PlanHospitality Industry 401(k) …$39MAssociated Insurance Management, LLC 401(k) PlanAssociated Insurance Managem…$39MTully Group Employee Savings and Protection PlanTully Group Employee Savings…$39M
End-of-year total assets ($M) among Associated Insurance Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$39M
Net Income-$9M
Employer EIN204036064
Plan Effective Date1994-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Insurance Management, LLC)

Sponsor-wide plan assets over time

All Associated Insurance Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 26.033051411189195% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.2M $49.4M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 165 $39M
2023 1 169 $43M
2024 1 169 $49M

Nearby 401(k) Plans in Massachusetts

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

Associated Insurance Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Associated Insurance Management, LLC 401(k) Plan, Total assets ($B): 0.039204559 · Participants: 165Associated Insurance Management, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Associated Insurance Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Associated Insurance Management, LLC 401(k) Plan side-by-side with 3 peers →

Associated Insurance Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Tully Group Employee Savings and Protection Plan in NY ($39M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Associated Insurance Management, LLC 401(k) Plan assets move in 2022? ▼
Associated Insurance Management, LLC 401(k) Plan declined sharply - down 19.0% during 2022, from $48M to $39M. Reported net income was -$9M.
How have Associated Insurance Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Insurance Management, LLC's sponsor-wide assets grew 26.0%, from $39M to $49M.
Where does Associated Insurance Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Associated Insurance Management, LLC 401(k) Plan ranks in the 86th 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 Associated Insurance Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tully Group Employee Savings and Protection Plan in NY ($39M, 803 participants).
Which 401(k) plans cover a similar participant headcount to Associated Insurance Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 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 204036064.

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.