401(k) · DOL Form 5500 · 2023
Health Insurance Associates LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 418
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $7,312
- Avg per participant Low balance/head
Official DOL plan name: Health Insurance Associates 401(k) Plan · Sponsored by Health Insurance Associates LLC · Florida · Finance & Insurance
$3M in assets, 418 participants
Health Insurance Associates LLC's Health Insurance Associates 401(k) Plan reported $3M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #2,212 in Finance & Insurance (8,869 peers)
Health Insurance Associates LLC multi-year trail
Health Insurance Associates LLC's plans moved +87.6% in assets from 2022 to 2024; this filing shows Health Insurance Associates 401(k) Plan at $3M / 418 participants.
- #2,212
- in Finance & Insurance (8,869 peers)
- +54.1%
- assets growth YoY
Health Insurance Associates 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Health Insurance Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,056,520 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Health Insurance Associates 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. Health Insurance Associates 401(k) Plan sits mid-pack in the medium band (418 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Health Insurance Associates 401(k) Plan reported net income rose from $467K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Health Insurance Associates 401(k) Plan reported participants rose from 262 in the plan year 2022 filing to 418 in the plan year 2023 filing.
- Health Insurance Associates 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 364816928 · Health Insurance Associates LLC PY 2023 · 401(k)
Health Insurance Associates 401(k) Plan · $3M · 418 · 36th
- 5500 $3M
- 5500 418
- 5500 36th
- 5500 401(k)
- 5500 near Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust
- 5500 ind #2212
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 Florida →
Health Insurance Associates 401(k) Plan in the asset neighbourhood
Health Insurance Associates LLC multi-year asset trail
Sponsor-wide plan assets over time
All Health Insurance Associates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 87.56278005539217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 262 | $2M |
| 2023 | 1 | 418 | $3M |
| 2024 | 1 | 507 | $4M |
Health Insurance Associates LLC filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 364816928 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Health Insurance Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Tmi Tax Services Group Inc 401(k) Profit Sharing Plan & Trust in CA ($3M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (418 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.