401(k) · DOL Form 5500 · 2022
Service First Insurance Group, LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 272
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $78,661
- Avg per participant Below avg balance/head
Official DOL plan name: Service First Insurance Group LLC 401(k) Plan · Sponsored by Service First Insurance Group, LLC · Florida · Management of Enterprises
$21M in assets, 272 participants
Service First Insurance Group, LLC's Service First Insurance Group LLC 401(k) Plan reported $21M in total assets and 272 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #698 in Management of Enterprises (1,193 peers)
Coverage in Florida
Service First Insurance Group LLC 401(k) Plan covers 272 participants in Florida, about 43% of the average Florida filer (state average ~628 per filing). Assets: $21M.
- #698
- in Management of Enterprises (1,193 peers)
- +3.4%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Service First Insurance Group LLC 401(k) Plan's outsized position by total assets
Service First Insurance Group LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,395,843 Top 22% higher than 78% 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
Service First Insurance Group LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Service First Insurance Group LLC 401(k) Plan sits mid-pack in the medium band (272 participants).
Published 5500 schedule card
Filing strip 593678069 · Service First Insurance Group, LLC PY 2022 · 401(k)
Service First Insurance Group LLC 401(k) Plan · $21M · 272 · 78th
- NET $21M
- BOOK 272
- VS-ST 78th
- BOY 401(k)
- SCH near Intrepid USA, Inc. 401(k) Plan
- EBSA ind #698
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 Management of Enterprises retirement plans → · Plans in Florida →
Service First Insurance Group LLC 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$2M |
| Employer EIN | 593678069 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Service First Insurance Group, LLC)
Sponsor-wide plan assets over time
All Service First Insurance Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 41.01014856016657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 272 | $21M |
| 2023 | 1 | 264 | $26M |
| 2024 | 1 | 277 | $30M |
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
Service First Insurance Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Intrepid USA, Inc. 401(k) Plan in TX ($21M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (272 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Intrepid USA, Inc. 401(k) Plan (TX) $21M · 1,375
- Automatic Feed Salaried Retirement Savings Plan (OH) $21M · 50
- Roth Bros., Inc. Retirement & 401(k) Savings Plan (OH) $21M · 222
- Aorn 401(k) Savings Plan (CO) $21M · 161
Similar participant headcount
Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.
- Data Center, Inc. Savings & Retirement Plan (KS) 272 · 0 off
- Harbin Lumber Co., Inc. 401(k) Profit Sharing Plan (GA) 272 · 0 off
- Coleman Oil Company 401(k) Plan (ID) 272 · 0 off
- Long Island Fqhc Inc. 401(k) Profit Sharing Plan and Trust (NY) 272 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.