401(k) · DOL Form 5500 · 2022
Amwins Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $544M
- Total assets
- 5,389
- Participants
- 98th
- Percentile by assets
- $101,036
- Avg per participant
Official DOL plan name: Amwins Group, Inc. 401(k) Plan · Sponsored by Amwins Group, Inc. · North Carolina · Finance & Insurance
$544M in assets, 5,389 participants
Amwins Group, Inc.'s Amwins Group, Inc. 401(k) Plan reported $544M in total assets and 5,389 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,927 in Finance & Insurance (9,261 peers)
Coverage in North Carolina
Amwins Group, Inc. 401(k) Plan covers 5,389 participants in North Carolina, 6.6x the typical North Carolina plan (state average ~819 per filing). Assets: $544M.
- $544M
- total plan assets (2022 EOY)
- 5,389
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $101,036
- avg assets per participant
The plan reported a net loss of $85M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Amwins Group, Inc. 401(k) Plan reports 5,389 participants - 6.6x that state average ($544M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $630M |
|---|---|
| Net Assets (End of Year) | $544M |
| Net Income | -$85M |
| Employer EIN | 134009411 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amwins Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,389 | $544M |
| 2023 | 1 | 5,781 | $693M |
| 2024 | 1 | 6,280 | $844M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Amwins Group, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Scale composition for Amwins Group, Inc. 401(k) Plan
Amwins Group, Inc. 401(k) Plan reports $544M in end-of-year assets across 5,389 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $101,036 per participant (73% of the national average assets-per-participant) . Net income for plan year 2022 was -$85M.
This plan identity (EIN 134009411, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $544M to $844M (+55.1%) while covered participants moved from 5,389 to 6,280 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,389 | $544M | This page |
| 2023 | 5,781 | $693M | Open filing |
| 2024 · index core | 6,280 | $844M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Amwins Group, Inc. 401(k) Plan (401(k), $844M, 6,280 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Amwins Group, Inc. 401(k) Plan by total assets, not by location.
- Consolidated 401(a) and 401(k) Program of Mass General Brigham and Member Organizations (MA) $544M · 6,104
- Terex Corporation and Affiliates 401(k) Retirement Savings Plan (CT) $544M · 3,781
- Endeavor 401(k) Plan (CA) $543M · 3,562
- Dorsey & Whitney 401(k) Retirement and Savings Plan (MN) $546M · 1,001
Frequently Asked Questions
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Next read for Amwins Group, Inc. 401(k) Plan
Filing takeaways
Ways to act on Amwins Group, Inc. 401(k) Plan's numbers.
- By total assets, Amwins Group, Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Amwins Group, Inc.'s sponsor-wide assets have grown 55.1% since 2022 across 3 plan years on file. More Finance & Insurance plans