401(k) · DOL Form 5500 · 2022

Insight Investments, LLC 401(k) Plan

Data updated 2026-08-11

$35M
Total assets
299
Participants
85th
Percentile by assets
$117,672
Avg per participant
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Official DOL plan name: Insight Investments, LLC 401(k) Profit Sharing Plan · Sponsored by Insight Investments, LLC · California · Professional & Technical Services

$35M in assets, 299 participants

Insight Investments, LLC's Insight Investments, LLC 401(k) Profit Sharing Plan reported $35M in total assets and 299 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 139,126 plans)
  • #18,422 in Professional & Technical Services (21,562 peers)

Coverage in California

Insight Investments, LLC 401(k) Profit Sharing Plan covers 299 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $35M.

$35M
total plan assets (2022 EOY)
299
covered participants
85th
percentile by assets (of 139,126 plans)
$117,672
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Insight Investments, LLC 401(k) Profit Sharing Plan sits by total assets

Insight Investments, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,184,014 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Insight Investments, LLC 401(k) Profit Sharing Plan reports 299 participants - about 47% of that state average ($35M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$35M
Net Income-$4M
Employer EIN943486721
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insight Investments, LLC)

$34M$36M$38M$40M$42M 20222023 $35.2M $40.5M ▲ +15.1%
Total plan assets by year, all Insight Investments, LLC plans on file
Year Plans Participants Total Assets
2022 1 299 $35M
2023 1 277 $40M

Nearby 401(k) Plans in California

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

Insight Investments, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Insight Investments,…, Total assets ($B): 0.035184014 · Participants: 299Insight Investments,…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Insight Investments, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Insight Investments, LLC 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Insight Investments, LLC 401(k) Profit Sharing Plan assets move in 2022?
Insight Investments, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 11.1% during 2022, from $40M to $35M. Reported net income was -$4M.
How have Insight Investments, LLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Insight Investments, LLC's sponsor-wide assets grew 15.1%, from $35M to $40M.
Where does Insight Investments, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Insight Investments, LLC 401(k) Profit Sharing Plan ranks in the 85th 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 Insight Investments, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Dataminr Inc 401(k) Plan in NY ($35M, 608 participants).

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Filing takeaways

Ways to act on Insight Investments, LLC 401(k) Profit Sharing Plan's numbers.