401(k)
2022 plan-year 401(k) DOL Form 5500

Insperex Holdings LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Insperex Holdings LLC · Illinois · Finance & Insurance

What the 2023 filing shows

Insperex Holdings LLC 401(k) Plan holds $36M for 182 participants — about $197,253 per participant, down 14.8% over the 2022 plan year.

$36M
total plan assets (2022 EOY)
182
covered participants
$197,253
avg assets per participant
-14.8%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$36M
Participants
182
State
Industry
Finance & Insurance

What the Filing Says About Insperex Holdings LLC 401(k) Plan

Insperex Holdings LLC 401(k) Plan is a 401(k) retirement plan sponsored by Insperex Holdings LLC, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 182 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 364366344, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $42M at the beginning of 2022 to $36M at year-end — a decline of 14.8%. Net assets (after liabilities) closed the year at $36M, with reported net income of $-6,244,404 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$42M
Total Assets (End of Year)$36M
Net Assets (End of Year)$36M
Net Income$-6,244,404
Plan Type401(k)
Employer EIN364366344
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insperex Holdings LLC)

Year Plans Participants Total Assets
2022 1 182 $36M
2023 1 200 $45M
2024 1 177 $50M

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Frequently Asked Questions

How much money is in the Insperex Holdings LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Insperex Holdings LLC 401(k) Plan holds $36M in total assets with 182 participants. It is sponsored by Insperex Holdings LLC.
What type of plan is Insperex Holdings LLC 401(k) Plan?
Insperex Holdings LLC 401(k) Plan is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 364366344.
Who sponsors the Insperex Holdings LLC 401(k) Plan?
Insperex Holdings LLC 401(k) Plan is sponsored by Insperex Holdings LLC, located in Illinois. The sponsor's EIN is 364366344 and the plan operates in the Finance & Insurance industry.
How did Insperex Holdings LLC 401(k) Plan perform in 2022?
Insperex Holdings LLC 401(k) Plan declined by 14.8% during 2022, moving from $42M to $36M in total assets. Net income was $-6,244,404.
Where can I find official filings for Insperex Holdings LLC 401(k) Plan?
Official Form 5500 filings for Insperex Holdings LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364366344 or plan name at efast.dol.gov.
How does Insperex Holdings LLC 401(k) Plan compare to other plans?
You can compare Insperex Holdings LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 364366344.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.