401(k) · DOL Form 5500 · 2023

Insurity, LLC. 401(k) Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
684
Participants Below avg headcount
93rd
Percentile by assets National rank
$205,375
Avg per participant Above avg balance/head
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Official DOL plan name: Insurity, LLC. 401(k) Retirement Savings Plan · Sponsored by Insurity, LLC. · Connecticut · Professional & Technical Services

$140M in assets, 684 participants

Insurity, LLC.'s Insurity, LLC. 401(k) Retirement Savings Plan reported $140M in total assets and 684 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.

  • #19,192 in Professional & Technical Services (20,321 peers)

Where Insurity, LLC. 401(k) Retirement Savings Plan sits by assets

Insurity, LLC. 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $140M for 684 participants (~$205,375/participant), up 20.2% in 2023.

#19,192
in Professional & Technical Services (20,321 peers)
+20.2%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Insurity, LLC. 401(k) Retirement Savings Plan's outsized position by total assets

Insurity, LLC. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$140,476,524 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

Insurity, LLC. 401(k) Retirement Savings 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. Insurity, LLC. 401(k) Retirement Savings Plan sits mid-pack in the medium band (684 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insurity, LLC. 401(k) Retirement Savings Plan reported net income rose from -$29M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Insurity, LLC. 401(k) Retirement Savings Plan end-of-year assets rose from $117M in the plan year 2022 filing to $140M in the plan year 2023 filing.
  • Insurity, LLC. 401(k) Retirement Savings Plan reported participants fell from 839 in the plan year 2022 filing to 684 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371651334 · Insurity, LLC. PY 2023 · 401(k)

Insurity, LLC. 401(k) Retirement Savings Plan · $140M · 684 · 93rd

  • BOY $140M
  • SCH 684
  • EBSA 93rd
  • PART 401(k)
  • TYPE near Holiday Inn Club Vacations Incorporated Retirement Plan
  • NET ind #19192

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Insurity, LLC. 401(k) Retirement Savings Plan in the asset neighbourhood

Computer Aid, Inc. 401(k) Profit Sharing PlanComputer Aid, Inc. 401(k) Pr…$141MPryor Cashman LLP Retirement PlanPryor Cashman LLP Retirement…$141MInsurity, LLC. 401(k) Retirement Savings PlanInsurity, LLC. 401(k) Retire…$140MHoliday Inn Club Vacations Incorporated Retirement PlanHoliday Inn Club Vacations I…$140MRegency Centers 401(k) Profit Sharing PlanRegency Centers 401(k) Profi…$140M
End-of-year total assets ($M) among Insurity, LLC. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$140M
Net Income$24M
Employer EIN371651334
Plan Effective Date1974-04-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurity, LLC.)

Sponsor-wide plan assets over time

All Insurity, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$158M 35.292818535618125% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $117M $158M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 839 $117M
2023 1 684 $140M
2024 1 663 $158M

Nearby 401(k) Plans in Connecticut

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

Insurity, LLC. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Insurity, LLC. 401(k) Retirement Savings Plan, Total assets ($B): 0.140476524 · Participants: 684Insurity, LLC. 401(k) Retirement Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Insurity, LLC. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Insurity, LLC. 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Holiday Inn Club Vacations Incorporated Retirement Plan in FL ($140M); by covered participants it is Usui 401(k) Plan in OH (684 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($140M here).

Similar participant headcount

Nearest other-state filings by covered participants (684 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 Insurity, LLC. 401(k) Retirement Savings Plan assets move in 2023? ▼
Insurity, LLC. 401(k) Retirement Savings Plan grew sharply - up 20.2% during 2023, from $117M to $140M. Reported net income was $24M.
How have Insurity, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insurity, LLC.'s sponsor-wide assets grew 35.3%, from $117M to $158M.
Where does Insurity, LLC. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Insurity, LLC. 401(k) Retirement Savings Plan 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 Insurity, LLC. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holiday Inn Club Vacations Incorporated Retirement Plan in FL ($140M, 4,477 participants).
Which 401(k) plans cover a similar participant headcount to Insurity, LLC. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Usui 401(k) Plan in OH (684 participants, $22M 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 371651334.

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.