401(k) · DOL Form 5500 · 2023

Conifer Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
133
Participants Small participant base
68th
Percentile by assets National rank
$117,074
Avg per participant Below avg balance/head
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Official DOL plan name: Conifer Holdings, Inc. 401(k) Plan · Sponsored by Conifer Holdings, Inc. · Michigan · Finance & Insurance

$16M in assets, 133 participants

Conifer Holdings, Inc.'s Conifer Holdings, Inc. 401(k) Plan reported $16M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,718 in Finance & Insurance (8,869 peers)

Coverage in Michigan

Conifer Holdings, Inc. 401(k) Plan covers 133 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $16M.

#4,718
in Finance & Insurance (8,869 peers)
+23.3%
assets growth YoY

Conifer Holdings, Inc. 401(k) Plan's outsized position by total assets

Conifer Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$15,570,785 Top 32% higher than 68% 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

Conifer Holdings, Inc. 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. Conifer Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conifer Holdings, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Conifer Holdings, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Conifer Holdings, Inc. 401(k) Plan reported participants fell from 149 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271298795 · Conifer Holdings, Inc. PY 2023 · 401(k)

Conifer Holdings, Inc. 401(k) Plan · $16M · 133 · 68th

  • PHOTO $16M
  • IND 133
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Logic 20/20 401(k) Profit Sharing Plan and Trust
  • PCT ind #4718

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 Michigan →

Conifer Holdings, Inc. 401(k) Plan in the asset neighbourhood

Conifer Holdings, Inc. 401(k) PlanConifer Holdings, Inc. 401(k…$16MLogic 20/20 401(k) Profit Sharing Plan and TrustLogic 20/20 401(k) Profit Sh…$16MCypress Holdings, Inc. Salary Deferral PlanCypress Holdings, Inc. Salar…$16MRichard Wolf Medical Instruments Corp. Profit Sharing Plan and TrustRichard Wolf Medical Instrum…$16MWilcox Industries Corp. 401(k) PlanWilcox Industries Corp. 401(…$16M
End-of-year total assets ($M) among Conifer Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN271298795
Plan Effective Date2010-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Conifer Holdings, Inc.)

Sponsor-wide plan assets over time

All Conifer Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.27789161504394% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $12.6M $6.91M ▼ -45.3%
Year Plans Participants Total Assets
2022 1 149 $13M
2023 1 133 $16M
2024 1 129 $7M

Nearby 401(k) Plans in Michigan

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

Conifer Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Conifer Holdings, Inc. 401(k) Plan, Total assets ($B): 0.015570785 · Participants: 133Conifer Holdings, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Conifer Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Conifer Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Conifer Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Logic 20/20 401(k) Profit Sharing Plan and Trust in WA ($16M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Conifer Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Conifer Holdings, Inc. 401(k) Plan grew sharply - up 23.3% during 2023, from $13M to $16M. Reported net income was $3M.
How have Conifer Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conifer Holdings, Inc.'s sponsor-wide assets declined 45.3%, from $13M to $7M.
Which 401(k) plans are similar in size to Conifer Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Logic 20/20 401(k) Profit Sharing Plan and Trust in WA ($16M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Conifer Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A 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 271298795.

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.