401(k) · DOL Form 5500 · 2023

Assurance Financial Group LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
198
Participants Below avg headcount
72nd
Percentile by assets National rank
$97,815
Avg per participant Below avg balance/head
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Official DOL plan name: Assurance Financial 401(k) Plan · Sponsored by Assurance Financial Group LLC · Louisiana · Finance & Insurance

$19M in assets, 198 participants

Assurance Financial Group LLC's Assurance Financial 401(k) Plan reported $19M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,179 in Finance & Insurance (8,869 peers)

Coverage in Louisiana

Assurance Financial 401(k) Plan covers 198 participants in Louisiana, about 40% of the average Louisiana filer (state average ~495 per filing). Assets: $19M.

#5,179
in Finance & Insurance (8,869 peers)
+12.4%
assets growth YoY

Assurance Financial 401(k) Plan's outsized position by total assets

Assurance Financial 401(k) Plan vs every filed plan by assets

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

$19,367,434 Top 28% higher than 72% 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

Assurance Financial 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assurance Financial 401(k) Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assurance Financial 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Assurance Financial 401(k) Plan reported participants fell from 243 in the plan year 2022 filing to 198 in the plan year 2023 filing.
  • Assurance Financial 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 721505298 · Assurance Financial Group LLC PY 2023 · 401(k)

Assurance Financial 401(k) Plan · $19M · 198 · 72nd

  • IND $19M
  • IND 198
  • IND 72nd
  • IND 401(k)
  • IND near Ngp Management, LLC 401(k) Plan
  • IND ind #5179

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 Louisiana →

Assurance Financial 401(k) Plan in the asset neighbourhood

Assurance Financial 401(k) PlanAssurance Financial 401(k) P…$19MNgp Management, LLC 401(k) PlanNgp Management, LLC 401(k) P…$19MAkwesasne Mohawk Casino 401(k) PlanAkwesasne Mohawk Casino 401(…$19MGenetics & Ivf Institute Profit Sharing PlanGenetics & Ivf Institute Pro…$19MTakecare Insurance Company, Inc. Savings & Profit Sharing PlanTakecare Insurance Company, …$19M
End-of-year total assets ($M) among Assurance Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN721505298
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assurance Financial Group LLC)

Sponsor-wide plan assets over time

All Assurance Financial Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.654145410642313% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $17.2M $19.8M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 243 $17M
2023 1 198 $19M
2024 1 159 $20M

Nearby 401(k) Plans in Louisiana

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

Assurance Financial 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Assurance Financial 401(k) Plan, Total assets ($B): 0.019367434 · Participants: 198Assurance Financial 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Assurance Financial 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Assurance Financial 401(k) Plan side-by-side with 3 peers →

Assurance Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Ngp Management, LLC 401(k) Plan in MA ($19M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Assurance Financial 401(k) Plan assets move in 2023? ▼
Assurance Financial 401(k) Plan grew at a solid clip - up 12.4% during 2023, from $17M to $19M. Reported net income was $2M.
How have Assurance Financial Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assurance Financial Group LLC's sponsor-wide assets grew 14.7%, from $17M to $20M.
Which 401(k) plans are similar in size to Assurance Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ngp Management, LLC 401(k) Plan in MA ($19M, 1,719 participants).
Which 401(k) plans cover a similar participant headcount to Assurance Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants, $39M 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 721505298.

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.