401(k) · DOL Form 5500 · 2022

Insurance Office of America, Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
1,065
Participants Near avg headcount
89th
Percentile by assets National rank
$52,022
Avg per participant Low balance/head
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Official DOL plan name: Insurance Office of America 401(k) Plan · Sponsored by Insurance Office of America, Inc. · Florida · Finance & Insurance

$55M in assets, 1,065 participants

Insurance Office of America, Inc.'s Insurance Office of America 401(k) Plan reported $55M in total assets and 1,065 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,591 in Finance & Insurance (9,261 peers)

Where Insurance Office of America 401(k) Plan sits by assets

Insurance Office of America 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 1,065 participants (~$52,022/participant), down 11.5% in 2022.

#7,591
in Finance & Insurance (9,261 peers)
-11.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Insurance Office of America 401(k) Plan's outsized position by total assets

Insurance Office of America 401(k) Plan vs every filed plan by assets

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

$55,403,887 Top 11% higher than 89% 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

Insurance Office of America 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. Insurance Office of America 401(k) Plan lands in the large band (1,065 participants).

Published 5500 schedule card

Filing strip 592472656 · Insurance Office of America, Inc. PY 2022 · 401(k)

Insurance Office of America 401(k) Plan · $55M · 1,065 · 89th

  • EBSA $55M
  • EBSA 1,065
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Schnabel, Inc. 401(k) and Profit Sharing Plan
  • EBSA ind #7591

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 →

Insurance Office of America 401(k) Plan in the asset neighbourhood

Schnabel, Inc. 401(k) and Profit Sharing PlanSchnabel, Inc. 401(k) and Pr…$55MKobrand Corporation Retirement Savings PlanKobrand Corporation Retireme…$55MEaglebank 401(k) Plan$55MInsurance Office of America 401(k) PlanInsurance Office of America …$55MChaney Enterprises Companies 401(k) Profit Sharing PlanChaney Enterprises Companies…$55M
End-of-year total assets ($M) among Insurance Office of America 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)$63M
Net Assets (End of Year)$55M
Net Income-$7M
Employer EIN592472656
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurance Office of America, Inc.)

Sponsor-wide plan assets over time

All Insurance Office of America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$93M 46.82580956274197% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.2M $92.9M ▲ +46.8%
Year Plans Participants Total Assets
2022 2 2,043 $63M
2023 2 2,246 $78M
2024 2 2,354 $93M

Nearby 401(k) Plans in Florida

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

Insurance Office of America 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Insurance Office of America 401(k) Plan, Total assets ($B): 0.055403887 · Participants: 1065Insurance Office of America 401(k) PlanL3harris 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
Insurance Office of America 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Insurance Office of America 401(k) Plan side-by-side with 3 peers →

Insurance Office of America 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Schnabel, Inc. 401(k) and Profit Sharing Plan in VA ($55M); by covered participants it is Tower Semiconductor Newport Beach Retirement Savings Plan in CA (1,065 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,065 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 Insurance Office of America 401(k) Plan assets move in 2022? ▼
Insurance Office of America 401(k) Plan pulled back noticeably - down 11.5% during 2022, from $63M to $55M. Reported net income was -$7M.
How have Insurance Office of America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insurance Office of America, Inc.'s sponsor-wide assets grew 46.8%, from $63M to $93M.
Where does Insurance Office of America 401(k) Plan rank by assets among Form 5500 filers? ▼
Insurance Office of America 401(k) Plan ranks in the 89th 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 Insurance Office of America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schnabel, Inc. 401(k) and Profit Sharing Plan in VA ($55M, 437 participants).
Which 401(k) plans cover a similar participant headcount to Insurance Office of America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tower Semiconductor Newport Beach Retirement Savings Plan in CA (1,065 participants, $125M 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 592472656.

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.