401(k) · DOL Form 5500 · 2022

Assuredpartners, Inc. 401(k) Plan

Data updated 2026-08-06

$738M
Total assets
8,304
Participants
99th
Percentile by assets
$88,838
Avg per participant
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Official DOL plan name: Assuredpartners 401(k) Plan · Sponsored by Assuredpartners, Inc. · Florida · Finance & Insurance

$738M in assets, 8,304 participants

Assuredpartners, Inc.'s Assuredpartners 401(k) Plan reported $738M in total assets and 8,304 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,258 plans)
  • #9,010 in Finance & Insurance (9,267 peers)

Coverage in Florida

Assuredpartners 401(k) Plan covers 8,304 participants in Florida, 13x the typical Florida plan (state average ~631 per filing). Assets: $738M.

$738M
total plan assets (2022 EOY)
8,304
covered participants
99th
percentile by assets (of 139,258 plans)
$88,838
avg assets per participant

The plan reported a net loss of $83M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs Florida filers

In Florida, the average filing covers about 631 participants across 6,304 plans. Assuredpartners 401(k) Plan reports 8,304 participants - 13x that state average ($738M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$821M
Net Assets (End of Year)$738M
Net Income-$83M
Employer EIN275176829
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assuredpartners, Inc.)

$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.74B $1.06B ▲ +43.2%
Total plan assets by year, all Assuredpartners, Inc. plans on file
Year Plans Participants Total Assets
2022 1 8,304 $738M
2023 1 8,610 $878M
2024 1 9,326 $1.1B

Nearby 401(k) Plans in Florida

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

Assuredpartners 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Assuredpartners 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 051015 Total assets ($B) Participants Assuredpartners 401(…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Assuredpartners 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Scale composition for Assuredpartners 401(k) Plan

Assuredpartners 401(k) Plan reports $738M in end-of-year assets across 8,304 participants (0.006% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.009% of 89,805,449 covered participants) - about $88,838 per participant (65% of the national average assets-per-participant) . Net income for plan year 2022 was -$83M.

This plan identity (EIN 275176829, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $738M to $1.1B (+43.1%) while covered participants moved from 8,304 to 9,326 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,304 $738M This page
2023 8,610 $878M Open filing
2024 · index core 9,326 $1.1B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Assuredpartners 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Assuredpartners 401(k) Plan assets move in 2022?
Assuredpartners 401(k) Plan pulled back noticeably - down 10.1% during 2022, from $821M to $738M. Reported net income was -$83M.
How have Assuredpartners, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Assuredpartners, Inc.'s sponsor-wide assets grew 43.1%, from $738M to $1.1B.
Where does Assuredpartners 401(k) Plan rank by assets among Form 5500 filers?
Assuredpartners 401(k) Plan ranks in the 99th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Assuredpartners 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Chemours Company Retirement Savings Plan in DE ($738M, 4,346 participants).

Filing takeaways

Ways to act on Assuredpartners 401(k) Plan's numbers.