401(k) · DOL Form 5500 · 2022

Athens Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
390
Participants Below avg headcount
83rd
Percentile by assets National rank
$80,889
Avg per participant Below avg balance/head
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Official DOL plan name: Athens Insurance Service, Inc 401(k) Plan · Sponsored by Athens Insurance Services, Inc. · California · Finance & Insurance

$32M in assets, 390 participants

Athens Insurance Services, Inc.'s Athens Insurance Service, Inc 401(k) Plan reported $32M in total assets and 390 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,780 in Finance & Insurance (9,261 peers)

Where Athens Insurance Service, Inc 401(k) Plan sits by assets

Athens Insurance Service, Inc 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 390 participants (~$80,889/participant), down 5.5% in 2022.

#6,780
in Finance & Insurance (9,261 peers)
-5.5%
assets change YoY
0.3×
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.

Athens Insurance Service, Inc 401(k) Plan's outsized position by total assets

Athens Insurance Service, Inc 401(k) Plan vs every filed plan by assets

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

$31,546,824 Top 17% higher than 83% 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

Athens Insurance Service, Inc 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. Athens Insurance Service, Inc 401(k) Plan sits mid-pack in the medium band (390 participants).

DOL schedule card

Filing strip 680177136 · Athens Insurance Services, Inc. PY 2022 · 401(k)

Athens Insurance Service, Inc 401(k) Plan · $32M · 390 · 83rd

  • EBSA $32M
  • PART 390
  • TYPE 83rd
  • NET 401(k)
  • BOOK near The Hogan Retirement Savings Plan
  • VS-ST ind #6780

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 California →

Athens Insurance Service, Inc 401(k) Plan in the asset neighbourhood

Athens Insurance Service, Inc 401(k) PlanAthens Insurance Service, In…$32MThe Hogan Retirement Savings PlanThe Hogan Retirement Savings…$32MSteamfitters Local 439 Supplemental Retirement TrustSteamfitters Local 439 Suppl…$32MSistema Universitario Ana G Mendez Employees Savings Investment PlanSistema Universitario Ana G …$32MVolvo Sales and Service 401(k) PlanVolvo Sales and Service 401(…$32M
End-of-year total assets ($M) among Athens Insurance Service, Inc 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)$33M
Net Assets (End of Year)$32M
Net Income-$2M
Employer EIN680177136
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athens Insurance Services, Inc.)

Sponsor-wide plan assets over time

All Athens Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 54.00655863170252% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.6M $48.6M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 390 $32M
2023 1 439 $41M
2024 1 483 $49M

Nearby 401(k) Plans in California

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

Athens Insurance Service, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Athens Insurance Service, Inc 401(k) Plan, Total assets ($B): 0.031546824 · Participants: 390Athens Insurance Service, Inc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Athens Insurance Service, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Athens Insurance Service, Inc 401(k) Plan side-by-side with 3 peers →

Athens Insurance Service, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Hogan Retirement Savings Plan in MO ($32M); by covered participants it is Otterbase 401(k) Plan in MI (390 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (390 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 Athens Insurance Service, Inc 401(k) Plan assets move in 2022? ▼
Athens Insurance Service, Inc 401(k) Plan pulled back noticeably - down 5.5% during 2022, from $33M to $32M. Reported net income was -$2M.
How have Athens Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athens Insurance Services, Inc.'s sponsor-wide assets grew 54.0%, from $32M to $49M.
Where does Athens Insurance Service, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Athens Insurance Service, Inc 401(k) Plan ranks in the 83rd 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 Athens Insurance Service, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hogan Retirement Savings Plan in MO ($32M, 2,462 participants).
Which 401(k) plans cover a similar participant headcount to Athens Insurance Service, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otterbase 401(k) Plan in MI (390 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 680177136.

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.