401(k) · DOL Form 5500 · 2022
Insigneo Securities, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $69,475
- Avg per participant Below avg balance/head
Official DOL plan name: Insigneo Securities, LLC 401(k) Plan · Sponsored by Insigneo Securities, LLC · Florida · Finance & Insurance
$7M in assets, 99 participants
Insigneo Securities, LLC's Insigneo Securities, LLC 401(k) Plan reported $7M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #3,775 in Finance & Insurance (9,261 peers)
Insigneo Securities, LLC multi-year trail
Insigneo Securities, LLC's plans moved +63.9% in assets from 2022 to 2024; this filing shows Insigneo Securities, LLC 401(k) Plan at $7M / 99 participants.
- #3,775
- in Finance & Insurance (9,261 peers)
- -3.9%
- assets change YoY
The plan reported a net loss of $280K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Insigneo Securities, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Insigneo Securities, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,878,019 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Insigneo Securities, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insigneo Securities, LLC 401(k) Plan is a small filing (99 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 650886254 · Insigneo Securities, LLC PY 2022 · 401(k)
Insigneo Securities, LLC 401(k) Plan · $7M · 99 · 57th
- BOY $7M
- BOY 99
- BOY 57th
- BOY 401(k)
- BOY near Rps/Rph Employee Savings Plan
- BOY ind #3775
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 Florida →
Insigneo Securities, LLC 401(k) Plan in the asset neighbourhood
Insigneo Securities, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Insigneo Securities, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 63.869247816849594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $7M |
| 2023 | 1 | 103 | $9M |
| 2024 | 1 | 111 | $11M |
Insigneo Securities, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$280K |
| Employer EIN | 650886254 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Insigneo Securities, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Rps/Rph Employee Savings Plan in NV ($7M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Osco 401(k) Plan (OH) 99 · 0 off
- Scopus It Inc 401(k) Profit Sharing Plan & Trust (CT) 99 · 0 off
- Jottan, Inc. Retirement Savings Plan (NJ) 99 · 0 off
- Milwaukee Public Museum, Inc. 401(k) Savings Plan (WI) 99 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.