401(k) · DOL Form 5500 · 2022

Insightly, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
106
Participants Small participant base
51st
Percentile by assets National rank
$49,126
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Insightly, Inc. 401(k) Savings Plan · Sponsored by Insightly, Inc. · California · Professional & Technical Services

$5M in assets, 106 participants

Insightly, Inc.'s Insightly, Inc. 401(k) Savings Plan reported $5M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,625 in Professional & Technical Services (21,562 peers)

Coverage in California

Insightly, Inc. 401(k) Savings Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $5M.

#10,625
in Professional & Technical Services (21,562 peers)
-7.1%
assets change YoY

The plan reported a net loss of $398K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insightly, Inc. 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Insightly, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$5,207,387 Top 49% higher than 51% 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

Insightly, Inc. 401(k) 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. Insightly, Inc. 401(k) Savings Plan sits mid-pack in the medium band (106 participants).

Plan-year Form 5500 strip

Filing strip 453944472 · Insightly, Inc. PY 2022 · 401(k)

Insightly, Inc. 401(k) Savings Plan · $5M · 106 · 51st

  • BOY $5M
  • BOY 106
  • BOY 51st
  • BOY 401(k)
  • BOY near Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan
  • BOY ind #10625

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 Professional & Technical Services retirement plans → · Plans in California →

Insightly, Inc. 401(k) Savings Plan in the asset neighbourhood

Insightly, Inc. 401(k) Savings PlanInsightly, Inc. 401(k) Savin…$5MPresbyterian Homes & Family Services, Inc. Dba Humankind 403(b) PlanPresbyterian Homes & Family …$5MDonovan Services, Inc. 401(k) PlanDonovan Services, Inc. 401(k…$5MRegional Hospice & Home Care 401(k) Profit Sharing Plan & TrustRegional Hospice & Home Care…$5MFtl Capital, LLC Retirement TrustFtl Capital, LLC Retirement …$5M
End-of-year total assets ($M) among Insightly, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$398K
Employer EIN453944472
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insightly, Inc.)

Sponsor-wide plan assets over time

All Insightly, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 42.39049258294035% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.21M $7.41M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 106 $5M
2023 1 144 $6M
2024 1 85 $7M

Nearby 401(k) Plans in California

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

Insightly, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Insightly, Inc. 401(k) Savings Plan, Total assets ($B): 0.005207387 · Participants: 106Insightly, Inc. 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Insightly, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Insightly, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Insightly, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan in VA ($5M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Insightly, Inc. 401(k) Savings Plan assets move in 2022? ▼
Insightly, Inc. 401(k) Savings Plan pulled back noticeably - down 7.1% during 2022, from $6M to $5M. Reported net income was -$398K.
How have Insightly, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insightly, Inc.'s sponsor-wide assets grew 42.4%, from $5M to $7M.
Which 401(k) plans are similar in size to Insightly, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan in VA ($5M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Insightly, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 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 453944472.

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.