401(k) · DOL Form 5500 · 2023

Insurity, LLC. 401(k) Plan

Data updated 2026-08-11

$140M
Total assets
684
Participants
93rd
Percentile by assets
$205,375
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$140M
total plan assets (2023 EOY)
684
covered participants
93rd
percentile by assets (of 127,072 plans)
$205,375
avg assets per participant

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 →

Insurity, LLC. 401(k) Retirement Savings Plan vs the 2023 asset distribution

By assets, Insurity, LLC. 401(k) Retirement Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

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.)

$100M$120M$140M$160M$180M 202220232024 $117M $158M ▲ +35.3%
Total plan assets by year, all Insurity, LLC. plans on file
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

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…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Xerox Corporation Sa…Eversource 401(k) Plan
Insurity, LLC. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Insurity, LLC. 401(k) Retirement Savings Plan by total assets, not by location.

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).

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