401(k) · DOL Form 5500 · 2022

Amwins Group, Inc. 401(k) Plan

Data updated 2026-08-25

$544M
Total assets Above avg plan size
5,389
Participants Above avg headcount
98th
Percentile by assets National rank
$101,036
Avg per participant Below avg balance/head
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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.

  • #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.

#8,927
in Finance & Insurance (9,261 peers)
-13.6%
assets change YoY
5.5×
vs typical plan assets (national mean)

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.

Amwins Group, Inc. 401(k) Plan's outsized position by total assets

Amwins Group, Inc. 401(k) Plan vs every filed plan by assets

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

$544,485,239 Top 2% higher than 98% 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

Amwins Group, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amwins Group, Inc. 401(k) Plan lands in the large band (5,389 participants).

EBSA filing schedule strip

Filing strip 134009411 · Amwins Group, Inc. PY 2022 · 401(k)

Amwins Group, Inc. 401(k) Plan · $544M · 5,389 · 98th

  • EIN $544M
  • RANK 5,389
  • PHOTO 98th
  • IND 401(k)
  • EOY near Consolidated 401(a) and 401(k) Program of Mass General Brigham and Member Organizations
  • 5500 ind #8927

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 North Carolina →

Amwins Group, Inc. 401(k) Plan in the asset neighbourhood

Dorsey & Whitney 401(k) Retirement and Savings PlanDorsey & Whitney 401(k) Reti…$546MAmwins Group, Inc. 401(k) PlanAmwins Group, Inc. 401(k) Pl…$544MConsolidated 401(a) and 401(k) Program of Mass General Brigham and Member OrganizationsConsolidated 401(a) and 401(…$544MTerex Corporation and Affiliates 401(k) Retirement Savings PlanTerex Corporation and Affili…$544MEndeavor 401(k) Plan$543M
End-of-year total assets ($M) among Amwins Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$630M
Net Assets (End of Year)$544M
Net Income-$85M
Employer EIN134009411
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amwins Group, Inc.)

Sponsor-wide plan assets over time

All Amwins Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$844M 55.09700768949588% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $544M $844M ▲ +55.1%
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 Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Amwins Group, Inc. 401(k) Plan, Total assets ($B): 0.544485239 · Participants: 5389Amwins Group, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Amwins Group, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Amwins Group, Inc. 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Consolidated 401(a) and 401(k) Program of Mass General Brigham and Member Organizations in MA ($544M); by covered participants it is Vibra Healthcare Retirement Plan in PA (5,391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,389 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 Amwins Group, Inc. 401(k) Plan assets move in 2022? ▼
Amwins Group, Inc. 401(k) Plan pulled back noticeably - down 13.6% during 2022, from $630M to $544M. Reported net income was -$85M.
How have Amwins Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amwins Group, Inc.'s sponsor-wide assets grew 55.1%, from $544M to $844M.
Where does Amwins Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Amwins Group, Inc. 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Amwins Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consolidated 401(a) and 401(k) Program of Mass General Brigham and Member Organizations in MA ($544M, 6,104 participants).
Which 401(k) plans cover a similar participant headcount to Amwins Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vibra Healthcare Retirement Plan in PA (5,391 participants, $155M 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 134009411.

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.