401(k) · DOL Form 5500 · 2023

Crest Insurance Group, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
230
Participants Below avg headcount
62nd
Percentile by assets National rank
$50,253
Avg per participant Low balance/head
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Official DOL plan name: Crest Insurance Group, LLC 401(k) Plan · Sponsored by Crest Insurance Group, LLC · Arizona · Finance & Insurance

$12M in assets, 230 participants

Crest Insurance Group, LLC's Crest Insurance Group, LLC 401(k) Plan reported $12M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,125 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Crest Insurance Group, LLC 401(k) Plan covers 230 participants in Arizona, about 41% of the average Arizona filer (state average ~564 per filing). Assets: $12M.

#4,125
in Finance & Insurance (8,869 peers)
+26.4%
assets growth YoY

Crest Insurance Group, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Crest Insurance Group, LLC 401(k) Plan vs every filed plan by assets

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

$11,558,126 Top 38% higher than 62% 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

Crest Insurance Group, LLC 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. Crest Insurance Group, LLC 401(k) Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crest Insurance Group, LLC 401(k) Plan reported net income rose from -$957K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Crest Insurance Group, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Crest Insurance Group, LLC 401(k) Plan reported participants rose from 199 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 272359016 · Crest Insurance Group, LLC PY 2023 · 401(k)

Crest Insurance Group, LLC 401(k) Plan · $12M · 230 · 62nd

  • TYPE $12M
  • TYPE 230
  • TYPE 62nd
  • TYPE 401(k)
  • TYPE near Company Wrench, Ltd, 401(k) Profit Sharing Plan
  • TYPE ind #4125

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 Arizona →

Crest Insurance Group, LLC 401(k) Plan in the asset neighbourhood

Crest Insurance Group, LLC 401(k) PlanCrest Insurance Group, LLC 4…$12MCompany Wrench, Ltd, 401(k) Profit Sharing PlanCompany Wrench, Ltd, 401(k) …$12MFirst Sonora Bancshares, Inc. 401(k)Employee Stock Ownership PlanFirst Sonora Bancshares, Inc…$12MAnsett Aircraft Spares & Services, Inc. 401(k) PlanAnsett Aircraft Spares & Ser…$12MHeath Ceramics, Ltd. 401(k) PlanHeath Ceramics, Ltd. 401(k) …$12M
End-of-year total assets ($M) among Crest Insurance Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN272359016
Plan Effective Date2010-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crest Insurance Group, LLC)

Sponsor-wide plan assets over time

All Crest Insurance Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 60.83217274001325% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.15M $14.7M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 199 $9M
2023 1 230 $12M
2024 1 247 $15M

Nearby 401(k) Plans in Arizona

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

Crest Insurance Group, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Crest Insurance Group, LLC 401(k) Plan, Total assets ($B): 0.011558126 · Participants: 230Crest Insurance Group, LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Crest Insurance Group, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Crest Insurance Group, LLC 401(k) Plan side-by-side with 3 peers →

Crest Insurance Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Company Wrench, Ltd, 401(k) Profit Sharing Plan in OH ($12M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Crest Insurance Group, LLC 401(k) Plan assets move in 2023? ▼
Crest Insurance Group, LLC 401(k) Plan grew sharply - up 26.4% during 2023, from $9M to $12M. Reported net income was $2M.
How have Crest Insurance Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crest Insurance Group, LLC's sponsor-wide assets grew 60.8%, from $9M to $15M.
Which 401(k) plans are similar in size to Crest Insurance Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Company Wrench, Ltd, 401(k) Profit Sharing Plan in OH ($12M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Crest Insurance Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 272359016.

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.