401(k) · DOL Form 5500 · 2022

Conifer Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
149
Participants Small participant base
69th
Percentile by assets National rank
$84,749
Avg per participant Below avg balance/head
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Official DOL plan name: Conifer Holdings, Inc. 401(k) Plan · Sponsored by Conifer Holdings, Inc. · Michigan · Finance & Insurance

$13M in assets, 149 participants

Conifer Holdings, Inc.'s Conifer Holdings, Inc. 401(k) Plan reported $13M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,948 in Finance & Insurance (9,261 peers)

Coverage in Michigan

Conifer Holdings, Inc. 401(k) Plan covers 149 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $13M.

#4,948
in Finance & Insurance (9,261 peers)
-21.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conifer Holdings, Inc. 401(k) Plan's outsized position by total assets

Conifer Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$12,627,675 Top 31% higher than 69% 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

Conifer Holdings, Inc. 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. Conifer Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (149 participants).

Plan-year Form 5500 strip

Filing strip 271298795 · Conifer Holdings, Inc. PY 2022 · 401(k)

Conifer Holdings, Inc. 401(k) Plan · $13M · 149 · 69th

  • BOOK $13M
  • VS-ST 149
  • BOY 69th
  • SCH 401(k)
  • EBSA near Offit Capital Advisors LLC 401(k) Retirement Savings Plan
  • PART ind #4948

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 Michigan →

Conifer Holdings, Inc. 401(k) Plan in the asset neighbourhood

Conifer Holdings, Inc. 401(k) PlanConifer Holdings, Inc. 401(k…$13MOffit Capital Advisors LLC 401(k) Retirement Savings PlanOffit Capital Advisors LLC 4…$13MThe Logistics Company, Inc. Employee 401(k) Savings PlanThe Logistics Company, Inc. …$13MNorwell Vna and Hospice 401(k) Plan and TrustNorwell Vna and Hospice 401(…$13MArkansas Steel Associates 401(k) PlanArkansas Steel Associates 40…$13M
End-of-year total assets ($M) among Conifer Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN271298795
Plan Effective Date2010-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Conifer Holdings, Inc.)

Sponsor-wide plan assets over time

All Conifer Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.27789161504394% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $12.6M $6.91M ▼ -45.3%
Year Plans Participants Total Assets
2022 1 149 $13M
2023 1 133 $16M
2024 1 129 $7M

Nearby 401(k) Plans in Michigan

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

Conifer Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Conifer Holdings, Inc. 401(k) Plan, Total assets ($B): 0.012627675 · Participants: 149Conifer Holdings, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Conifer Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Conifer Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Offit Capital Advisors LLC 401(k) Retirement Savings Plan in NY ($13M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Conifer Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Conifer Holdings, Inc. 401(k) Plan declined sharply - down 21.5% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Conifer Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conifer Holdings, Inc.'s sponsor-wide assets declined 45.3%, from $13M to $7M.
Which 401(k) plans are similar in size to Conifer Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Offit Capital Advisors LLC 401(k) Retirement Savings Plan in NY ($13M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Conifer Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (149 participants, $11M 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 271298795.

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.