401(k) · DOL Form 5500 · 2022

Trusted Insurance Advisor Services, Inc. 401(k) Plan

Data updated 2026-08-25

$399K
Total assets Small plan by assets
8
Participants Small participant base
16th
Percentile by assets National rank
$49,844
Avg per participant Low balance/head
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Official DOL plan name: Trusted Insurance Advisor Services Retirement Plan · Sponsored by Trusted Insurance Advisor Services, Inc. · Illinois · Food Services & Accommodation

$399K in assets, 8 participants

Trusted Insurance Advisor Services, Inc.'s Trusted Insurance Advisor Services Retirement Plan reported $399K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,912 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Trusted Insurance Advisor Services Retirement Plan ranks #1,912 of 4,592 2022 filers by assets (4907% of the sector average)-$399K for 8 participants.

#1,912
in Food Services & Accommodation (4,592 peers)
+13.3%
assets growth YoY

Trusted Insurance Advisor Services Retirement Plan among the smaller filed plans by assets

Trusted Insurance Advisor Services Retirement Plan vs every filed plan by assets

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

$398,750 16th percentile higher than 16% 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

Trusted Insurance Advisor Services Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trusted Insurance Advisor Services Retirement Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 813003081 · Trusted Insurance Advisor Services, Inc. PY 2022 · 401(k)

Trusted Insurance Advisor Services Retirement Plan · $399K · 8 · 16th

  • VS-ST $399K
  • VS-ST 8
  • VS-ST 16th
  • VS-ST 401(k)
  • VS-ST near Destination Medical Center Economic Development Agency 401(k) Plan
  • VS-ST ind #1912

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 Food Services & Accommodation retirement plans → · Plans in Illinois →

Trusted Insurance Advisor Services Retirement Plan in the asset neighbourhood

Trusted Insurance Advisor Services Retirement PlanTrusted Insurance Advisor Se…$399KDestination Medical Center Economic Development Agency 401(k) PlanDestination Medical Center E…$399KTlj Holdings Group LLC 401(k) Profit Sharing Plan & TrustTlj Holdings Group LLC 401(k…$399KHome Mortgage Alliance Corporation (Hmac) 401(k) PlanHome Mortgage Alliance Corpo…$399KPosey Auto Parts, Inc. 401(k) PlanPosey Auto Parts, Inc. 401(k…$399K
End-of-year total assets ($M) among Trusted Insurance Advisor Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$352K
Net Assets (End of Year)$399K
Net Income$47K
Employer EIN813003081
Plan Effective Date2016-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Trusted Insurance Advisor Services, Inc.)

Sponsor-wide plan assets over time

All Trusted Insurance Advisor Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$418K 4.890282131661442% vs 2022
2024 filing year
$0.39M$0.4M$0.41M$0.42M$0.43M 202220232024 $0.4M $0.42M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 8 $399K
2023 1 7 $413K
2024 1 12 $418K

Nearby 401(k) Plans in Illinois

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

Trusted Insurance Advisor Services Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Trusted Insurance Advisor Services Retirement Plan, Total assets ($B): 0.00039875 · Participants: 8Trusted Insurance Advisor Services Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Trusted Insurance Advisor Services Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Trusted Insurance Advisor Services Retirement Plan side-by-side with 3 peers →

Trusted Insurance Advisor Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Destination Medical Center Economic Development Agency 401(k) Plan in MN ($399K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Trusted Insurance Advisor Services Retirement Plan assets move in 2022? ▼
Trusted Insurance Advisor Services Retirement Plan grew at a solid clip - up 13.3% during 2022, from $352K to $399K. Reported net income was $47K.
How have Trusted Insurance Advisor Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trusted Insurance Advisor Services, Inc.'s sponsor-wide assets grew 4.9%, from $399K to $418K.
Where does Trusted Insurance Advisor Services Retirement Plan rank by assets among Form 5500 filers? ▼
Trusted Insurance Advisor Services Retirement Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Trusted Insurance Advisor Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Destination Medical Center Economic Development Agency 401(k) Plan in MN ($399K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Trusted Insurance Advisor Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K 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 813003081.

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.