401(k) · DOL Form 5500 · 2023

Assurity Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
388
Participants Below avg headcount
91st
Percentile by assets National rank
$250,887
Avg per participant Above avg balance/head
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Official DOL plan name: Assurity Life Insurance Company 401(k) Plan · Sponsored by Assurity Life Insurance Company · Nebraska · Finance & Insurance

$97M in assets, 388 participants

Assurity Life Insurance Company's Assurity Life Insurance Company 401(k) Plan reported $97M in total assets and 388 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,651 in Finance & Insurance (8,869 peers)

Where Assurity Life Insurance Company 401(k) Plan sits by assets

Assurity Life Insurance Company 401(k) Plan sits in the top 10% of all filed plans by assets, $97M for 388 participants (~$250,887/participant), up 12.9% in 2023.

#7,651
in Finance & Insurance (8,869 peers)
+12.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Assurity Life Insurance Company 401(k) Plan's outsized position by total assets

Assurity Life Insurance Company 401(k) Plan vs every filed plan by assets

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

$97,344,048 Top 9% higher than 91% 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

Assurity Life Insurance Company 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. Assurity Life Insurance Company 401(k) Plan sits mid-pack in the medium band (388 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assurity Life Insurance Company 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Assurity Life Insurance Company 401(k) Plan end-of-year assets rose from $86M in the plan year 2022 filing to $97M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 381843471 · Assurity Life Insurance Company PY 2023 · 401(k)

Assurity Life Insurance Company 401(k) Plan · $97M · 388 · 91st

  • PCT $97M
  • EIN 388
  • RANK 91st
  • PHOTO 401(k)
  • IND near Benjamin F. Edwards & Co., Inc. 401(k) Plan
  • EOY ind #7651

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 Nebraska →

Assurity Life Insurance Company 401(k) Plan in the asset neighbourhood

Sheet Metal Workers Local No. 2 401(k) PlanSheet Metal Workers Local No…$97MRetirement Savings at Velcro 401(k) PlanRetirement Savings at Velcro…$97MBenjamin F. Edwards & Co., Inc. 401(k) PlanBenjamin F. Edwards & Co., I…$97MAssurity Life Insurance Company 401(k) PlanAssurity Life Insurance Comp…$97MNews-Press & Gazette Employees' 401(k) PlanNews-Press & Gazette Employe…$97M
End-of-year total assets ($M) among Assurity Life Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$97M
Net Income$11M
Employer EIN381843471
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assurity Life Insurance Company)

Sponsor-wide plan assets over time

All Assurity Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$107M 24.07481915800207% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $86.2M $107M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 387 $86M
2023 1 388 $97M
2024 1 396 $107M

Nearby 401(k) Plans in Nebraska

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

Assurity Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Assurity Life Insurance Company 401(k) Plan, Total assets ($B): 0.097344048 · Participants: 388Assurity Life Insurance Company 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Assurity Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Assurity Life Insurance Company 401(k) Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Benjamin F. Edwards & Co., Inc. 401(k) Plan in MO ($97M); by covered participants it is Venerable 401(k) Savings Plan in PA (388 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (388 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 Assurity Life Insurance Company 401(k) Plan assets move in 2023? ▼
Assurity Life Insurance Company 401(k) Plan grew at a solid clip - up 12.9% during 2023, from $86M to $97M. Reported net income was $11M.
How have Assurity Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assurity Life Insurance Company's sponsor-wide assets grew 24.1%, from $86M to $107M.
Where does Assurity Life Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Assurity Life Insurance Company 401(k) Plan ranks in the 91st 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 Assurity Life Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Benjamin F. Edwards & Co., Inc. 401(k) Plan in MO ($97M, 703 participants).
Which 401(k) plans cover a similar participant headcount to Assurity Life Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venerable 401(k) Savings Plan in PA (388 participants, $65M 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 381843471.

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.