401(k) · DOL Form 5500 · 2023

Florida Family Insurance Services, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
103
Participants Small participant base
71st
Percentile by assets National rank
$178,295
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Florida Family Insurance 401(k) Plan · Sponsored by Florida Family Insurance Services, LLC · Florida · Finance & Insurance

$18M in assets, 103 participants

Florida Family Insurance Services, LLC's Florida Family Insurance 401(k) Plan reported $18M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,075 in Finance & Insurance (8,869 peers)

Coverage in Florida

Florida Family Insurance 401(k) Plan covers 103 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#5,075
in Finance & Insurance (8,869 peers)
+20.6%
assets growth YoY

Florida Family Insurance 401(k) Plan's outsized position by total assets

Florida Family Insurance 401(k) Plan vs every filed plan by assets

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

$18,364,368 Top 29% higher than 71% 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

Florida Family Insurance 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. Florida Family Insurance 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Florida Family Insurance 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Florida Family Insurance 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Florida Family Insurance 401(k) Plan reported participants rose from 100 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593373653 · Florida Family Insurance Services, LLC PY 2023 · 401(k)

Florida Family Insurance 401(k) Plan · $18M · 103 · 71st

  • PHOTO $18M
  • PHOTO 103
  • PHOTO 71st
  • PHOTO 401(k)
  • PHOTO near Itasca International, Inc. 401(k) Plan & Trust
  • PHOTO ind #5075

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 →

Florida Family Insurance 401(k) Plan in the asset neighbourhood

Pel Healthcare, LLC 401(k) PlanPel Healthcare, LLC 401(k) P…$18MFlorida Family Insurance 401(k) PlanFlorida Family Insurance 401…$18MItasca International, Inc. 401(k) Plan & TrustItasca International, Inc. 4…$18MPako, Inc. Employees' 401(k) Plan and TrustPako, Inc. Employees' 401(k)…$18MVaro Retirement Plan$18M
End-of-year total assets ($M) among Florida Family Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN593373653
Plan Effective Date1996-09-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Florida Family Insurance Services, LLC)

Sponsor-wide plan assets over time

All Florida Family Insurance Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 37.39867336790101% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.2M $20.9M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 100 $15M
2023 1 103 $18M
2024 1 94 $21M

Nearby 401(k) Plans in Florida

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

Florida Family Insurance 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Florida Family Insurance 401(k) Plan, Total assets ($B): 0.018364368 · Participants: 103Florida Family Insurance 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Florida Family Insurance 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Florida Family Insurance 401(k) Plan side-by-side with 3 peers →

Florida Family Insurance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Itasca International, Inc. 401(k) Plan & Trust in MN ($18M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Florida Family Insurance 401(k) Plan assets move in 2023? ▼
Florida Family Insurance 401(k) Plan grew sharply - up 20.6% during 2023, from $15M to $18M. Reported net income was $3M.
How have Florida Family Insurance Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Florida Family Insurance Services, LLC's sponsor-wide assets grew 37.4%, from $15M to $21M.
Which 401(k) plans are similar in size to Florida Family Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Itasca International, Inc. 401(k) Plan & Trust in MN ($18M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Florida Family Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 593373653.

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.