Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Alliant Insurance Services, Inc. · California · Finance & Insurance

What the 2023 filing shows

Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan holds $629M for 5,127 participants — about $122,689 per participant, down 9.3% over the 2022 plan year.

$629M
total plan assets (2022 EOY)
5,127
covered participants
$122,689
avg assets per participant
-9.3%
assets change YoY

The plan reported a net loss of $65M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$629M
Participants
5,127
State
Industry
Finance & Insurance

What the Filing Says About Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan

Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan is a Profit Sharing retirement plan sponsored by Alliant Insurance Services, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $629M in total end-of-year assets and covers 5,127 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 330785439, and the plan has been effective since 2001-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $694M at the beginning of 2022 to $629M at year-end — a decline of 9.3%. Net assets (after liabilities) closed the year at $629M, with reported net income of $-64,713,856 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$694M
Total Assets (End of Year)$629M
Net Assets (End of Year)$629M
Net Income$-64,713,856
Plan TypeProfit Sharing
Employer EIN330785439
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliant Insurance Services, Inc.)

Year Plans Participants Total Assets
2022 1 5,127 $629M
2023 1 6,010 $795M
2024 1 6,869 $987M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan?
As of the 2022 Form 5500 filing, Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan holds $629M in total assets with 5,127 participants. It is sponsored by Alliant Insurance Services, Inc..
What type of plan is Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan?
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan is a Profit Sharing plan. It has been effective since 2001-07-01. The plan is filed with the U.S. Department of Labor under EIN 330785439.
Who sponsors the Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan?
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan is sponsored by Alliant Insurance Services, Inc., located in California. The sponsor's EIN is 330785439 and the plan operates in the Finance & Insurance industry.
How did Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan perform in 2022?
Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan declined by 9.3% during 2022, moving from $694M to $629M in total assets. Net income was $-64,713,856.
Where can I find official filings for Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan?
Official Form 5500 filings for Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330785439 or plan name at efast.dol.gov.
How does Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan compare to other plans?
You can compare Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 330785439.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.