401(k) · DOL Form 5500 · 2023

Red Shield Insurance Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
36
Participants Small participant base
47th
Percentile by assets National rank
$156,307
Avg per participant Above avg balance/head
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Official DOL plan name: Red Shield Insurance Company 401(k) Plan · Sponsored by Red Shield Insurance Company · Washington · Finance & Insurance

$6M in assets, 36 participants

Red Shield Insurance Company's Red Shield Insurance Company 401(k) Plan reported $6M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,942 in Finance & Insurance (8,869 peers)

Red Shield Insurance Company multi-year trail

Red Shield Insurance Company's plans moved +51.6% in assets from 2022 to 2024; this filing shows Red Shield Insurance Company 401(k) Plan at $6M / 36 participants.

#2,942
in Finance & Insurance (8,869 peers)
+26.2%
assets growth YoY

Red Shield Insurance Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Red Shield Insurance Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,627,064 47th percentile higher than 47% of 127,068 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 2023

Red Shield Insurance Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Red Shield Insurance Company 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Red Shield Insurance Company 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Red Shield Insurance Company 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Red Shield Insurance Company 401(k) Plan reported participants fell from 40 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911060766 · Red Shield Insurance Company PY 2023 · 401(k)

Red Shield Insurance Company 401(k) Plan · $6M · 36 · 47th

  • ASSETS $6M
  • PCT 36
  • EIN 47th
  • RANK 401(k)
  • PHOTO near United Pf 401(k) Plan
  • IND ind #2942

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 Washington →

Red Shield Insurance Company 401(k) Plan in the asset neighbourhood

Red Shield Insurance Company 401(k) PlanRed Shield Insurance Company…$6MUnited Pf 401(k) Plan$6MThe Gatesworth Employee Savings & Retirement PlanThe Gatesworth Employee Savi…$6MGregory & Associates 401-K Profit Sharing PlanGregory & Associates 401-K P…$6MLouisiana Gastroenterology Associates, LLC 401(k) Plan and TrustLouisiana Gastroenterology A…$6M
End-of-year total assets ($M) among Red Shield Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Red Shield Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Red Shield Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 51.55832016263579% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.46M $6.76M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 40 $4M
2023 1 36 $6M
2024 1 37 $7M

Red Shield Insurance Company filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN911060766
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Red Shield Insurance Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Red Shield Insurance Company 401(k) Plan, Total assets ($B): 0.005627064 · Participants: 36Red Shield Insurance Company 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Red Shield Insurance Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Red Shield Insurance Company 401(k) Plan side-by-side with 3 peers →

Red Shield Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is United Pf 401(k) Plan in TX ($6M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Red Shield Insurance Company 401(k) Plan assets move in 2023? ▼
Red Shield Insurance Company 401(k) Plan grew sharply - up 26.2% during 2023, from $4M to $6M. Reported net income was $1M.
How have Red Shield Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Red Shield Insurance Company's sponsor-wide assets grew 51.6%, from $4M to $7M.
Which 401(k) plans are similar in size to Red Shield Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Pf 401(k) Plan in TX ($6M, 864 participants).
Which 401(k) plans cover a similar participant headcount to Red Shield Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911060766.

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.