401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$55M
Total assets
1,065
Participants
89th
Percentile by assets
$52,022
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$55M
total plan assets (2022 EOY)
1,065
covered participants
89th
percentile by assets (of 139,126 plans)
$52,022
avg assets per participant

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.

Where Insurance Office of America 401(k) Plan sits 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 $2,010,000,000 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

State
Florida
Industry
Finance & Insurance

Insurance Office of America 401(k) Plan vs the 2022 asset distribution

By assets, Insurance Office of America 401(k) Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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.)

$60M$70M$80M$90M$100M 202220232024 $63.2M $92.9M ▲ +46.8%
Total plan assets by year, all Insurance Office of America, Inc. plans on file
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 ($B) Participants Insurance Office of …, Total assets ($B): 0.055403887 · Participants: 1065Insurance Office of …L3harris Retirement …, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc.…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Insurance Office of America 401(k) Plan by total assets, not by location.

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).

Next read for Insurance Office of America 401(k) Plan

Scale reading

Ways to act on Insurance Office of America 401(k) Plan's numbers.

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.