401(k) · DOL Form 5500 · 2023

Arrowood Indemnity Company 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
105
Participants Small participant base
93rd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: The 401(k) Plan of Arrowood Indemnity Company · Sponsored by Arrowood Indemnity Company · North Carolina · Finance & Insurance

$148M in assets, 105 participants

Arrowood Indemnity Company's The 401(k) Plan of Arrowood Indemnity Company reported $148M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,966 in Finance & Insurance (8,869 peers)

Coverage in North Carolina

The 401(k) Plan of Arrowood Indemnity Company covers 105 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $148M.

#7,966
in Finance & Insurance (8,869 peers)
-6.7%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The 401(k) Plan of Arrowood Indemnity Company's outsized position by total assets

The 401(k) Plan of Arrowood Indemnity Company vs every filed plan by assets

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

$147,869,928 Top 7% higher than 93% 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

The 401(k) Plan of Arrowood Indemnity Company 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. The 401(k) Plan of Arrowood Indemnity Company sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The 401(k) Plan of Arrowood Indemnity Company reported net income rose from -$42M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • The 401(k) Plan of Arrowood Indemnity Company reported participants fell from 116 in the plan year 2022 filing to 105 in the plan year 2023 filing.
  • The 401(k) Plan of Arrowood Indemnity Company end-of-year assets fell from $159M in the plan year 2022 filing to $148M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135358230 · Arrowood Indemnity Company PY 2023 · 401(k)

The 401(k) Plan of Arrowood Indemnity Company · $148M · 105 · 93rd

  • IND $148M
  • EOY 105
  • 5500 93rd
  • ASSETS 401(k)
  • PCT near Brookshire Brothers Ksop
  • EIN ind #7966

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 North Carolina →

The 401(k) Plan of Arrowood Indemnity Company in the asset neighbourhood

Wolverine Employee Savings & Retirement PlanWolverine Employee Savings &…$148MThe 401(k) Plan of Arrowood Indemnity CompanyThe 401(k) Plan of Arrowood …$148MBrookshire Brothers Ksop$148MOutrigger Hotels Hawaii Profit Sharing and Retirement Savings PlanOutrigger Hotels Hawaii Prof…$148MEmployees' Incentive Savings Plan of Emigrant BankEmployees' Incentive Savings…$148M
End-of-year total assets ($M) among The 401(k) Plan of Arrowood Indemnity Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$148M
Net Income-$11M
Employer EIN135358230
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arrowood Indemnity Company)

Sponsor-wide plan assets over time

All Arrowood Indemnity Company plans reported in each filing year

Latest sponsor-wide plan assets
$113M 28.50306492859985% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $159M $113M ▼ -28.5%
Year Plans Participants Total Assets
2022 1 116 $159M
2023 1 105 $148M
2024 1 87 $113M

Nearby 401(k) Plans in North Carolina

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

The 401(k) Plan of Arrowood Indemnity Company vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The 401(k) Plan of Arrowood Indemnity Company, Total assets ($B): 0.147869928 · Participants: 105The 401(k) Plan of Arrowood Indemnity CompanyThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
The 401(k) Plan of Arrowood Indemnity Company vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The 401(k) Plan of Arrowood Indemnity Company side-by-side with 3 peers →

The 401(k) Plan of Arrowood Indemnity Company's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Brookshire Brothers Ksop in TX ($148M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 The 401(k) Plan of Arrowood Indemnity Company assets move in 2023? ▼
The 401(k) Plan of Arrowood Indemnity Company pulled back noticeably - down 6.7% during 2023, from $159M to $148M. Reported net income was -$11M.
How have Arrowood Indemnity Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arrowood Indemnity Company's sponsor-wide assets declined 28.5%, from $159M to $113M.
Where does The 401(k) Plan of Arrowood Indemnity Company rank by assets among Form 5500 filers? ▼
The 401(k) Plan of Arrowood Indemnity Company ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The 401(k) Plan of Arrowood Indemnity Company? ▼
Among 401(k) plans in other states, the closest by assets is Brookshire Brothers Ksop in TX ($148M, 3,002 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Plan of Arrowood Indemnity Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 135358230.

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.