401(k) · DOL Form 5500 · 2023
US Assure Insurance Services of Florida, Inc. 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 160
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $176,805
- Avg per participant Above avg balance/head
Official DOL plan name: US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing · Sponsored by US Assure Insurance Services of Florida, Inc. · Florida · Finance & Insurance
$28M in assets, 160 participants
US Assure Insurance Services of Florida, Inc.'s US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing reported $28M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #5,940 in Finance & Insurance (8,869 peers)
Coverage in Florida
US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing covers 160 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $28M.
- #5,940
- in Finance & Insurance (8,869 peers)
- +21.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing's outsized position by total assets
US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,288,773 Top 22% higher than 78% 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
US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing 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. US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing reported participants rose from 142 in the plan year 2022 filing to 160 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 593716329 · US Assure Insurance Services of Florida, Inc. PY 2023 · 401(k)
US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing · $28M · 160 · 78th
- TYPE $28M
- TYPE 160
- TYPE 78th
- TYPE 401(k)
- TYPE near Van Tuyl Companies 401 (K) Plan
- TYPE ind #5940
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 →
US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 593716329 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (US Assure Insurance Services of Florida, Inc.)
Sponsor-wide plan assets over time
All US Assure Insurance Services of Florida, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $23M |
| 2023 | 1 | 160 | $28M |
| 2024 | 1 | 6 | N/A |
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
US Assure Insurance Services of Florida, Inc. 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Van Tuyl Companies 401 (K) Plan in AZ ($28M); by covered participants it is Lightforce USA Inc.401(k) Plan in ID (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Van Tuyl Companies 401 (K) Plan (AZ) $28M · 159
- Oem Controls, Inc. Profit Sharing Plan (CT) $28M · 184
- Mid-Hudson Valley Federal Credit Union 401(k) Plan (NY) $28M · 277
- Cs Wind America 401(k) Plan (CO) $28M · 585
Similar participant headcount
Nearest other-state filings by covered participants (160 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.