401(k) · DOL Form 5500 · 2023

Iat Insurance Group Inc. 401(k) Plan

Data updated 2026-08-25

$252M
Total assets Near avg plan size
1,020
Participants Near avg headcount
96th
Percentile by assets National rank
$247,083
Avg per participant Above avg balance/head
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Official DOL plan name: Iat Insurance Group, Inc. Profit Sharing 401(k) Plan · Sponsored by Iat Insurance Group Inc. · North Carolina · Finance & Insurance

$252M in assets, 1,020 participants

Iat Insurance Group Inc.'s Iat Insurance Group, Inc. Profit Sharing 401(k) Plan reported $252M in total assets and 1,020 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,231 in Finance & Insurance (8,869 peers)

Where Iat Insurance Group, Inc. Profit Sharing 401(k) Plan sits by assets

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan sits in the top 5% of all filed plans by assets, $252M for 1,020 participants (~$247,083/participant), up 19.8% in 2023.

#8,231
in Finance & Insurance (8,869 peers)
+19.8%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$252,025,145 Top 4% higher than 96% 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

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iat Insurance Group, Inc. Profit Sharing 401(k) Plan lands in the large band (1,020 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iat Insurance Group, Inc. Profit Sharing 401(k) Plan reported net income rose from -$35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Iat Insurance Group, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $210M in the plan year 2022 filing to $252M in the plan year 2023 filing.
  • Iat Insurance Group, Inc. Profit Sharing 401(k) Plan reported participants rose from 983 in the plan year 2022 filing to 1,020 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561171691 · Iat Insurance Group Inc. PY 2023 · 401(k)

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan · $252M · 1,020 · 96th

  • TYPE $252M
  • TYPE 1,020
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Transystems Corporation 401(k) Plan
  • TYPE ind #8231

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 →

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Transystems Corporation 401(k) PlanTransystems Corporation 401(…$252MIat Insurance Group, Inc. Profit Sharing 401(k) PlanIat Insurance Group, Inc. Pr…$252MQuaker Houghton Retirement Savings PlanQuaker Houghton Retirement S…$252MGlobe Life Inc. Savings and Investment PlanGlobe Life Inc. Savings and …$252MLionsgate 401(k) Plan$252M
End-of-year total assets ($M) among Iat Insurance Group, Inc. Profit Sharing 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)$210M
Net Assets (End of Year)$252M
Net Income$42M
Employer EIN561171691
Plan Effective Date1987-09-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Iat Insurance Group Inc.)

Sponsor-wide plan assets over time

All Iat Insurance Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288M 36.842749404830805% vs 2022
2024 filing year
$200M$250M$300M 202220232024 $210M $288M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 983 $210M
2023 1 1,020 $252M
2024 1 1,005 $288M

Nearby 401(k) Plans in North Carolina

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

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Iat Insurance Group, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.252025145 · Participants: 1020Iat Insurance Group, Inc. Profit Sharing 401(k) PlanThe 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
Iat Insurance Group, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Iat Insurance Group, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Iat Insurance Group, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Transystems Corporation 401(k) Plan in MO ($252M); by covered participants it is Hma Group Holdings, LLC 401(k) Plan in IA (1,020 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($252M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,020 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 Iat Insurance Group, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Iat Insurance Group, Inc. Profit Sharing 401(k) Plan grew sharply - up 19.8% during 2023, from $210M to $252M. Reported net income was $42M.
How have Iat Insurance Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iat Insurance Group Inc.'s sponsor-wide assets grew 36.8%, from $210M to $288M.
Where does Iat Insurance Group, Inc. Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Iat Insurance Group, Inc. Profit Sharing 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Iat Insurance Group, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transystems Corporation 401(k) Plan in MO ($252M, 1,618 participants).
Which 401(k) plans cover a similar participant headcount to Iat Insurance Group, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hma Group Holdings, LLC 401(k) Plan in IA (1,020 participants, $210M 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 561171691.

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.