401(k) · DOL Form 5500 · 2022

Service Lloyds Insurance Company 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
97
Participants Small participant base
83rd
Percentile by assets National rank
$323,809
Avg per participant High balance/head
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Official DOL plan name: Service Lloyds Insurance Company Profit Sharing and 401(k) Plan · Sponsored by Service Lloyds Insurance Company · Texas · Finance & Insurance

$31M in assets, 97 participants

Service Lloyds Insurance Company's Service Lloyds Insurance Company Profit Sharing and 401(k) Plan reported $31M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,771 in Finance & Insurance (9,261 peers)

Where Service Lloyds Insurance Company Profit Sharing and 401(k) Plan sits by assets

Service Lloyds Insurance Company Profit Sharing and 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 97 participants (~$323,809/participant), down 11.5% in 2022.

#6,771
in Finance & Insurance (9,261 peers)
-11.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Service Lloyds Insurance Company Profit Sharing and 401(k) Plan's outsized position by total assets

Service Lloyds Insurance Company Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$31,409,512 Top 17% higher than 83% 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

Service Lloyds Insurance Company Profit Sharing and 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. Service Lloyds Insurance Company Profit Sharing and 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 742227733 · Service Lloyds Insurance Company PY 2022 · 401(k)

Service Lloyds Insurance Company Profit Sharing and 401(k) Plan · $31M · 97 · 83rd

  • SCH $31M
  • EBSA 97
  • PART 83rd
  • TYPE 401(k)
  • NET near Hamamatsu Corporation 401(k) Plan
  • BOOK ind #6771

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 Texas →

Service Lloyds Insurance Company Profit Sharing and 401(k) Plan in the asset neighbourhood

Service Lloyds Insurance Company Profit Sharing and 401(k) PlanService Lloyds Insurance Com…$31MHamamatsu Corporation 401(k) PlanHamamatsu Corporation 401(k)…$31MKirby Medical Center 401(k) PlanKirby Medical Center 401(k) …$31MValley Home Care, Inc. 401(k) Savings PlanValley Home Care, Inc. 401(k…$31MLarson Design Group, Inc. 401(k) PlanLarson Design Group, Inc. 40…$31M
End-of-year total assets ($M) among Service Lloyds Insurance Company Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN742227733
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Service Lloyds Insurance Company)

Sponsor-wide plan assets over time

All Service Lloyds Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$40M 27.32878498717204% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.4M $40M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 97 $31M
2023 1 108 $36M
2024 1 113 $40M

Nearby 401(k) Plans in Texas

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

Service Lloyds Insurance Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Service Lloyds Insurance Company Profit Sharing and 401(k) Plan, Total assets ($B): 0.031409512 · Participants: 97Service Lloyds Insurance Company Profit Sharing and 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Service Lloyds Insurance Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Service Lloyds Insurance Company Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Service Lloyds Insurance Company Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hamamatsu Corporation 401(k) Plan in NJ ($31M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Service Lloyds Insurance Company Profit Sharing and 401(k) Plan assets move in 2022? ▼
Service Lloyds Insurance Company Profit Sharing and 401(k) Plan pulled back noticeably - down 11.5% during 2022, from $35M to $31M. Reported net income was -$4M.
How have Service Lloyds Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Service Lloyds Insurance Company's sponsor-wide assets grew 27.3%, from $31M to $40M.
Where does Service Lloyds Insurance Company Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Service Lloyds Insurance Company Profit Sharing and 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Service Lloyds Insurance Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hamamatsu Corporation 401(k) Plan in NJ ($31M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Service Lloyds Insurance Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants, N/A 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 742227733.

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.