401(k) · DOL Form 5500 · 2022

Assuredpartners Investment Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
22
Participants Small participant base
61st
Percentile by assets National rank
$377,039
Avg per participant High balance/head
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Official DOL plan name: Assuredpartners Pep · Sponsored by Assuredpartners Investment Advisors, LLC · Florida · Finance & Insurance

$8M in assets, 22 participants

Assuredpartners Investment Advisors, LLC's Assuredpartners Pep reported $8M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,111 in Finance & Insurance (9,261 peers)

Assuredpartners Investment Advisors, LLC multi-year trail

Assuredpartners Investment Advisors, LLC's plans moved +325.4% in assets from 2022 to 2024; this filing shows Assuredpartners Pep at $8M / 22 participants.

#4,111
in Finance & Insurance (9,261 peers)
$892K
reported net income

Assuredpartners Pep's mid-pack asset rank among Finance & Insurance and all filers

Assuredpartners Pep vs every filed plan by assets

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

$8,294,855 Top 39% higher than 61% 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

Assuredpartners Pep among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assuredpartners Pep is a small filing (22 participants) on this national headcount ladder.

DOL schedule card

Filing strip 850777552 · Assuredpartners Investment Advisors, LLC PY 2022 · 401(k)

Assuredpartners Pep · $8M · 22 · 61st

  • PHOTO $8M
  • PHOTO 22
  • PHOTO 61st
  • PHOTO 401(k)
  • PHOTO near Clarity Partners, LLC 401(k) Plan and Trust
  • PHOTO ind #4111

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 Florida →

Assuredpartners Pep in the asset neighbourhood

Shickel Corporation Retirement Savings PlanShickel Corporation Retireme…$8MMerical, Inc. Employee's Savings PlanMerical, Inc. Employee's Sav…$8MAssuredpartners Pep$8MClarity Partners, LLC 401(k) Plan and TrustClarity Partners, LLC 401(k)…$8MKuljian and Data-Core Systems, Inc. Savings & Retirement PlanKuljian and Data-Core System…$8M
End-of-year total assets ($M) among Assuredpartners Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Assuredpartners Investment Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Assuredpartners Investment Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 325.36208288149703% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $8.29M $35.3M ▲ +325.6%
Year Plans Participants Total Assets
2022 1 22 $8M
2023 1 735 $26M
2024 1 923 $35M

Assuredpartners Investment Advisors, LLC filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$8M
Net Income$892K
Employer EIN850777552
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Assuredpartners Pep vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Assuredpartners Pep, Total assets ($B): 0.008294855 · Participants: 22Assuredpartners PepL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Assuredpartners Pep vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Assuredpartners Pep side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Clarity Partners, LLC 401(k) Plan and Trust in IL ($8M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 have Assuredpartners Investment Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assuredpartners Investment Advisors, LLC's sponsor-wide assets grew 325.4%, from $8M to $35M.
Which 401(k) plans are similar in size to Assuredpartners Pep? ▼
Among 401(k) plans in other states, the closest by assets is Clarity Partners, LLC 401(k) Plan and Trust in IL ($8M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Assuredpartners Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M 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 850777552.

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.