401(k) · DOL Form 5500 · 2023

American Integrity Insurance Group, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
245
Participants Below avg headcount
70th
Percentile by assets National rank
$71,617
Avg per participant Below avg balance/head
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Official DOL plan name: American Integrity 401(k) Plan · Sponsored by American Integrity Insurance Group, LLC · Florida · Finance & Insurance

$18M in assets, 245 participants

American Integrity Insurance Group, LLC's American Integrity 401(k) Plan reported $18M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,977 in Finance & Insurance (8,869 peers)

Coverage in Florida

American Integrity 401(k) Plan covers 245 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#4,977
in Finance & Insurance (8,869 peers)
+13.7%
assets growth YoY

American Integrity 401(k) Plan's outsized position by total assets

American Integrity 401(k) Plan vs every filed plan by assets

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

$17,546,251 Top 30% higher than 70% 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

American Integrity 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. American Integrity 401(k) Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Integrity 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • American Integrity 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • American Integrity 401(k) Plan reported participants rose from 224 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205239410 · American Integrity Insurance Group, LLC PY 2023 · 401(k)

American Integrity 401(k) Plan · $18M · 245 · 70th

  • PHOTO $18M
  • IND 245
  • EOY 70th
  • 5500 401(k)
  • ASSETS near Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan
  • PCT ind #4977

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 Florida →

American Integrity 401(k) Plan in the asset neighbourhood

American Integrity 401(k) PlanAmerican Integrity 401(k) Pl…$18MEagle Global Advisors, L.L.C. 401(k) & Profit Sharing PlanEagle Global Advisors, L.L.C…$18MMedcare Equipment Company, LLC 401(k) PlanMedcare Equipment Company, L…$18MImplus Footcare, LLC Savings PlanImplus Footcare, LLC Savings…$18MVantage Credit Union 401(k) Profit Sharing Plan and TrustVantage Credit Union 401(k) …$18M
End-of-year total assets ($M) among American Integrity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN205239410
Plan Effective Date2010-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Integrity Insurance Group, LLC)

Sponsor-wide plan assets over time

All American Integrity Insurance Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 30.99772043797716% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.4M $20.2M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 224 $15M
2023 1 245 $18M
2024 1 263 $20M

Nearby 401(k) Plans in Florida

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

American Integrity 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants American Integrity 401(k) Plan, Total assets ($B): 0.017546251 · Participants: 245American Integrity 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
American Integrity 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare American Integrity 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan in TX ($18M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 American Integrity 401(k) Plan assets move in 2023? ▼
American Integrity 401(k) Plan grew at a solid clip - up 13.7% during 2023, from $15M to $18M. Reported net income was $2M.
How have American Integrity Insurance Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Integrity Insurance Group, LLC's sponsor-wide assets grew 31.0%, from $15M to $20M.
Which 401(k) plans are similar in size to American Integrity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan in TX ($18M, 24 participants).
Which 401(k) plans cover a similar participant headcount to American Integrity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 205239410.

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.