401(k) · DOL Form 5500 · 2023

Insight Wealth Partners, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
12
Participants Small participant base
25th
Percentile by assets National rank
$94,287
Avg per participant Below avg balance/head
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Official DOL plan name: Insight Wealth Partners, LLC Retirement Savings Plan · Sponsored by Insight Wealth Partners, LLC · Texas · Finance & Insurance

$1M in assets, 12 participants

Insight Wealth Partners, LLC's Insight Wealth Partners, LLC Retirement Savings Plan reported $1M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,423 in Finance & Insurance (8,869 peers)

Insight Wealth Partners, LLC multi-year trail

Insight Wealth Partners, LLC's plans moved +71.1% in assets from 2022 to 2024; this filing shows Insight Wealth Partners, LLC Retirement Savings Plan at $1M / 12 participants.

#1,423
in Finance & Insurance (8,869 peers)
+35.1%
assets growth YoY

Insight Wealth Partners, LLC Retirement Savings Plan among the smaller filed plans by assets

Insight Wealth Partners, LLC Retirement Savings Plan vs every filed plan by assets

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

$1,131,447 25th percentile higher than 25% 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

Insight Wealth Partners, LLC Retirement Savings 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. Insight Wealth Partners, LLC Retirement Savings Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insight Wealth Partners, LLC Retirement Savings Plan reported net income rose from -$223K in the plan year 2022 filing to $294K in the plan year 2023 filing.
  • Insight Wealth Partners, LLC Retirement Savings Plan end-of-year assets rose from $837K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Insight Wealth Partners, LLC Retirement Savings Plan reported participants rose from 10 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 272626130 · Insight Wealth Partners, LLC PY 2023 · 401(k)

Insight Wealth Partners, LLC Retirement Savings Plan · $1M · 12 · 25th

  • RANK $1M
  • RANK 12
  • RANK 25th
  • RANK 401(k)
  • RANK near Brendel's Sanitation Solutions, Inc. 401(k) Plan
  • RANK ind #1423

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 Texas →

Insight Wealth Partners, LLC Retirement Savings Plan in the asset neighbourhood

Insight Wealth Partners, LLC Retirement Savings PlanInsight Wealth Partners, LLC…$1MBrendel's Sanitation Solutions, Inc. 401(k) PlanBrendel's Sanitation Solutio…$1MOregon Spine Care 401(k) Plan$1MAirville Hnw 401(k)$1MLux Global Label Pr Llc108101 Retirement Plan and TrustLux Global Label Pr Llc10810…$1M
End-of-year total assets ($M) among Insight Wealth Partners, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Insight Wealth Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Insight Wealth Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 71.1442542495328% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.84M $1.43M ▲ +70.2%
Year Plans Participants Total Assets
2022 1 10 $837K
2023 1 12 $1M
2024 1 14 $1M

Insight Wealth Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$837K
Net Assets (End of Year)$1M
Net Income$294K
Employer EIN272626130
Plan Effective Date2021-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Insight Wealth Partners, LLC Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Insight Wealth Partners, LLC Retirement Savings Plan, Total assets ($B): 0.001131447 · Participants: 12Insight Wealth Partners, LLC Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Insight Wealth Partners, LLC Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Insight Wealth Partners, LLC Retirement Savings Plan side-by-side with 3 peers →

Insight Wealth Partners, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Brendel's Sanitation Solutions, Inc. 401(k) Plan in MI ($1M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Insight Wealth Partners, LLC Retirement Savings Plan assets move in 2023? ▼
Insight Wealth Partners, LLC Retirement Savings Plan surged - up 35.1% during 2023, from $837K to $1M. Reported net income was $294K.
How have Insight Wealth Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insight Wealth Partners, LLC's sponsor-wide assets grew 71.1%, from $837K to $1M.
Where does Insight Wealth Partners, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Insight Wealth Partners, LLC Retirement Savings Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Insight Wealth Partners, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brendel's Sanitation Solutions, Inc. 401(k) Plan in MI ($1M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Insight Wealth Partners, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 272626130.

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.